Employee Benefits Account Manager

2 weeks ago

Indianapolis, United States Gregory & Appel Full time

Job Description

The Employee Benefits Account Manager (AM) is a highly dependable and motivated professional. The Account Manager will provide effective customer service, account management and renewal of assigned accounts as well as assist the Producer, Senior AM or Account Executive in servicing and marketing of group employee benefit insurance programs. AM handles own small group or self-funded accounts from time-to-time and able to assist SAM on strategic self-funded clients. The Account Manager meets agency standards by maintaining a positive attitude internally and externally, customer service focus, attention to detail, responsiveness and adaptability.

Responsibilities

Service clients and manage renewals of clients by telephone or traveling to customer site as needed, on issues such as, but not limited to, renewal of benefits, answering questions on benefits, eligibility, claims and conducting employee meetings, etc. Review completed data to ensure accurate completion of required documents. Perform customer service functions in a timely, courteous and professional manner on a day to-day basis, to include, but not limited to, responding to customer questions, researching/investigating insurance issues and problem solving as required. Prepare monthly and benchmarking reports for self-funded clients, as needed. Maintain accurate client files and input new or amended benefits on agency computer systems. Monitor all submissions for quotes, proposals, and applications until all initial material for customer and agency commission are received. Communicate in a timely, courteous and professional manner with Producer or Account Executive, clients, co-workers and insurance companies, to facilitate a productive environment and ensure proper administration of accounts, to include, but not limited to, rating and contract concerns, underwriting issues, claim situations, etc. Develop and present professional presentation materials for clients. Coordinate renewal of existing business and implementation of new business, to include, but not limited to: collecting information from the client/prospect; reviewing quotes; ensuring administrative paperwork and applications are complete; submitting applications to insurance company for final rates, if needed; ordering/preparing employee packets; review contracts; policies and booklets for accuracy. Maintain current knowledge of the marketplace. Other duties as may be assigned.

Required Experience

Minimum 2 years experience College education or equivalent insurance experience 2-4 years employee benefits service experience Comprehensive knowledge of employee benefit insurance products and services, wellness, strategic planning and underwriting process is a plus Indiana Life and Health insurance brokers license is required (may obtain upon hire)

Additional Skills

Active Listening: Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Speaking: Talking to others to convey information effectively. Reading Comprehension: Understanding written sentences and paragraphs in work related documents. Writing: Communicating effectively in writing as appropriate for the needs of the audience. Critical Thinking: Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Communicating with persons outside organization Advanced knowledge of insurance products, usage, and markets preferred Excellent organizational, multi-tasking, attention to detail and a sense of urgency follow up skills are required. Proficient in Microsoft Office products such as Word, Excel and PowerPoint Able to advise orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately Meets or exceeds department standards with regard to job knowledge, quality, efficiency, initiative, cooperation, customer service, and overall performance Ability to work efficiently and effectively as part of a team and/or independently Professional certification (CEBS, GBA, PHR) is a plus Presenting information Establishing and maintaining interpersonal relationships Obtaining information from individuals Making decisions using problem solving skills Determining customer needs Making decisions Updating and using relevant knowledge Databases: Using a computer application to manage large amounts of information, including creating and editing simple databases, inputting data, retrieving specific records, and creating reports to communicate the information. Internet: Using a computer application to create, manipulate, edit, and show virtual slide presentations. Presentations: Ability to create PowerPoint presentations and present to groups of people. Spreadsheets: Using a computer application to enter, manipulate, and format text and numerical data; insert, delete, and manipulate cells, rows, and columns; and create and save worksheets, charts, and graphs.

Benefits

Medical, Dental & Vision Short-Term & Long-Term Disability Extended Holiday Weekends Flexible PTO Paid Parental Leave Company Matching Donations 401k, Roth Option & Matching Life Insurance Hybrid Work Environment Wellbeing Coaching Mental Health Sessions Tuition Reimbursement Fully remote position will be considered if candidate is more than 50 miles from local Indianapolis office

Why Work at G&A?

Gregory & Appel helps organizations and people grow through tailored risk management strategies. From helping companies with their business insurance programs and employee benefits offerings to helping individuals protect their assets - our team is the difference.

Who wouldn’t want to work for a company that:

Supports community involvement Prioritizes diversity, equity and belonging Invests in your future Gives 10% of profits back into the community

Keyword: account manager, employee benefits, group benefits #J-18808-Ljbffr

  • Employee Benefits Account Manager

    6 days ago

    Indianapolis, United States CareerBuilder Full time

    Job Description The Employee Benefits Account Manager (AM) is a highly dependable and motivated professional. The Account Manager will provide effective customer service, account management and renewal of assigned accounts as well as assist the Producer, Senior AM or Account Executive in servicing and marketing of group employee benefit insurance programs....

  • Employee Benefits Consultant

    3 weeks ago

    Indianapolis, United States Gregory & Appel Insurance Full time

    Job DescriptionJob DescriptionThe Employee Benefits Consultant (known internally as an Employee Benefits Producer) acquires new business and retains business through renewals in keeping with Agency and individual goals. Provides field service in support of sales duties. The Sales Advisor agrees upon and sets an annual sales goal in coordination with the...

  • Associate Financial Analyst, Employee Benefits

    2 weeks ago

    Indianapolis, United States Gibson Insurance Agency Inc Full time

    Job Type Full-time Description JOIN THE GIBSON TEAM AND FIND YOUR EDGE! As a 100% employee-owned organization, we are committed to creating world class service experiences for our customers through our high-performance client service teams. We're passionate about our employee owners, which is why we utilize best practices; provide access high quality...

  • Account Manager

    Found in: Talent US C2 - 3 weeks ago

    Indianapolis, United States Securitas Full time

    Account Manager Wage: $ 2 years management experience required Valid Driver's License required Spanish Bi-Lingual preferred We help make your world a safer place. Are you interested in being part of our Security Team? Apply quickly and efficiently online  Weekly pay  Competitive benefits  Flexible schedules Employee Referral...

  • Accounting Manager

    5 days ago

    Indianapolis, United States Creative Financial Staffing Full time

    Accounting ManagerDowntown IndianapolisIndustry: ManufacturingSalary: 100k-110kACCOUNTING MANAGER ESSENTIAL DUTIES AND RESPONSIBILITIES Oversee and manage the general accounting functions, including, but not limited to accounts payable, accounts receivable, general ledger, and taxes. Monitor policies and procedures for assigned departments and identify...

  • Accounting Manager

    2 weeks ago

    Indianapolis, United States Creative Financial Staffing Full time

    Accounting Manager Downtown Indianapolis Industry: Manufacturing Salary: 100k-110k ACCOUNTING MANAGER ESSENTIAL DUTIES AND RESPONSIBILITIES Oversee and manage the general accounting functions, including, but not limited to accounts payable, accounts receivable, general ledger, and taxes. Monitor policies and procedures for assigned departments and identify...

  • Account Manager Switzerland

    4 days ago

    Indianapolis, United States Maxi-Cosi Full time

    Want to be part of one of the most beautiful brands in the world? Directly or indirectly - everyone will encounter our products at some point! As our Account Manager it is your mission to grow sales and penetration of Dorel Juvenile brands (Maxi-Cosi, Bebeconfort and Tiny Love) in Switzerland. Do you like to work independent and being responsible for the...

  • Accounting Manager

    5 days ago

    Indianapolis, United States Creative Financial Staffing Full time

    Accounting Manager Why work here? Work directly with the Board of Directors as a strategic partner Help take this mission-centric organization to the next level Hybrid schedule- 1 day remote Organization pays majority of health insurance benefits Overview of the Accounting Manager role: Complete closings of monthly and annual financial...

  • Commercial Lines Account Manager

    2 weeks ago

    Indianapolis, United States McGowan Insurance Group Full time

    About UsMcGowan Insurance Group has a concentrated geographic footprint in the Indianapolis, IN area with a diverse offering of property and casualty, commercial and personal lines, bonding, and employee benefits, along with the value-added benefits in regulatory compliance and advisory services. We are a family-owned insurance agency which enables us to...

  • Commercial Lines Account Manager

    4 days ago

    Indianapolis, United States McGowan Insurance Group Full time

    About UsMcGowan Insurance Group has a concentrated geographic footprint in the Indianapolis, IN area with a diverse offering of property and casualty, commercial and personal lines, bonding, and employee benefits, along with the value-added benefits in regulatory compliance and advisory services. We are a family-owned insurance agency which enables us to...

  • Commercial Lines Account Manager

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago

    Indianapolis, United States McGowan Insurance Group Full time

    About UsMcGowan Insurance Group has a concentrated geographic footprint in the Indianapolis, IN area with a diverse offering of property and casualty, commercial and personal lines, bonding, and employee benefits, along with the value-added benefits in regulatory compliance and advisory services. We are a family-owned insurance agency which enables us to...

  • Commercial Lines Account Manager

    Found in: Appcast Linkedin GBL C2 - 4 days ago

    Indianapolis, United States McGowan Insurance Group Full time

    About UsMcGowan Insurance Group has a concentrated geographic footprint in the Indianapolis, IN area with a diverse offering of property and casualty, commercial and personal lines, bonding, and employee benefits, along with the value-added benefits in regulatory compliance and advisory services. We are a family-owned insurance agency which enables us to...

  • Commercial Lines Account Manager

    Found in: Appcast Linkedin GBL C2 - 7 hours ago

    Indianapolis, United States McGowan Insurance Group Full time

    About UsMcGowan Insurance Group has a concentrated geographic footprint in the Indianapolis, IN area with a diverse offering of property and casualty, commercial and personal lines, bonding, and employee benefits, along with the value-added benefits in regulatory compliance and advisory services. We are a family-owned insurance agency which enables us to...

  • Commercial Lines Account Manager

    3 hours ago

    Indianapolis, United States McGowan Insurance Group Full time

    About UsMcGowan Insurance Group has a concentrated geographic footprint in the Indianapolis, IN area with a diverse offering of property and casualty, commercial and personal lines, bonding, and employee benefits, along with the value-added benefits in regulatory compliance and advisory services. We are a family-owned insurance agency which enables us to...

  • Senior Account Manager

    1 week ago

    Indianapolis, United States Paschall Logistics Inc Full time

    Company Description Paschall Logistics is a 100% employee-owned company that specializes in regional, local, and nationwide logistics services. With a focus on providing exceptional service and taking the weight of freight off our customers' shoulders, we are the go-to partner for all shipping needs. As #LogisticsSuperHeroes, we are committed to delivering...

  • Senior Account Manager

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Indianapolis, United States Paschall Logistics Full time

    Company DescriptionPaschall Logistics is a 100% employee-owned company that specializes in regional, local, and nationwide logistics services. With a focus on providing exceptional service and taking the weight of freight off our customers' shoulders, we are the go-to partner for all shipping needs. As #LogisticsSuperHeroes, we are committed to delivering...

  • Account Manager

    1 week ago

    Indianapolis, United States SUEZ - Water Technologies & Solutions Full time

    Our Account Management Team is at the forefront of innovation and sustainability, working closely with our customers to create advanced equipment and chemical treatment solutions for a wide array of industries. Our people do far more than manage the sales lifecycle, they're technical advisors who develop a deep understanding of customer needs and deliver...

  • Account Manager

    Found in: Talent US C2 - 3 weeks ago

    Indianapolis, United States Veolia Water Technologies & Solutions Full time

    Our Account Management Team is at the forefront of innovation and sustainability, working closely with our customers to create advanced equipment and chemical treatment solutions for a wide array of industries. Our people do far more than manage the sales lifecycle, they’re technical advisors who develop a deep understanding of customer needs and deliver...

  • Accounting Supervisor

    2 days ago

    Indianapolis, United States BMWC Constructors Full time

    Accounting Supervisor Driven by Vision | Industrial-Strength Construction |Powered by Passion OVERVIEW Are you looking to work for a successful, stable, and growing company that rewards employees with annual bonuses and exceptional benefits? BMWC is an industrial construction company seeking an experienced accounting supervisor to join the team. This...

  • Supervisory Field Examiner

    Found in: Talent US 2 C2 - 2 weeks ago

    Indianapolis, United States Veterans Benefits Administration Full time

    Summary This position is located in the Fiduciary Hub. The Fiduciary Coach is an integral part of the Fiduciary Hub supervisory team and supervises one of the teams within the Fiduciary Hub. The incumbent is responsible for ensuring that all field examinations and accountings are processed as expeditiously as possible to assess the competence,...