Group Benefits Client Manager - Garner, United States - Jones Insurance Agency Inc

Description

Career Opportunity - Group Benefits Client Manager (experienced and licensed)

If you are looking for:
An employer that provides tremendous growth and invests in your learningA professional work environment where teammates are supportive and accountableAn opportunity to teach new tools and technology to your clients and communityStandard working hours, with options for remote work and flexible schedulesA competitive salary with outstanding benefitsA family-oriented employer that has been in business for over 60 yearsThen we should talk, because we are always looking for:Self-motivated individuals with an "old-fashioned" work ethic and positive attitudeSomeone with a proven ability to support and potentially lead a teamA quick learner who can grasp new concepts & ideas in a fast paced environmentA client-focused professional who is able to listen, communicate, and teach technologyTitle: Group Benefits Client ManagerFLSA Status: Non-ExemptShift: 1stReports to: Group Benefits Dept ManagerDepartment: Group Benefits

Employment Status:
Full-time

Supervisory Responsibilities:
NoneDate Created/

Last Evaluated:

October 2020Summary This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance and group benefits accounts.

Provides prompt, efficient, friendly, high-quality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our "Client-First" service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties.
Qualification RequirementsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum QualificationsA combination of 4 years education or related experience (i.e. insurance claims department, medical office, independent agency, etc.)NC Department of Insurance Life and Health License OR ability to obtain license within the first 30 days of employmentKnowledge, Skills, and AbilitiesAbility to discuss, support, and sell insurance products in states where the agency functions.

Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc.

Must have excellent communication skills; written and verbal.
Must be an assertive self-starter with the ability to influence others.

Must excel at being client focused and able to work in a team-oriented environmentShould have demonstrated effective presentation skills through both verbal and written communicationSupervisory ResponsibilitiesMay have some supervisory responsibilities as the business grows.

Essential FunctionsGather information necessary for quoting of new and renewal business involving strict attention to detail, timelines, and workflowsPrepare client proposals for New Business and Renewals as requested by Producers and Department ManagerConduct service calls to clients for designated projectsPerform special projects at the request of designated clients upon approval of Department ManagerCompile presentation materials in a timely fashion including Benefits Booklets and Overviews as well as PowerPoint PresentationsGenerate client renewal documentation and compliance correspondence as indicated by Department ManagerMaintain a concern for timeliness and completeness when interacting with Client Managers, agency, and company personnel to minimize potential errors and omissions claimsMonitor audits done by carriers and assists in the completion of these audits with direction from the department managerDocument in Applied Epic software all material communications with insureds, carriers, or others regarding daily activitiesGenerate routine reports from Applied EpicProvide technical support to Employee Navigator clientsAssist in building and updating Employee Navigator client sitesMaintain an appropriate insurance license and continuing education as requiredPerforms other functions as assigned by Department Manager and ProducersPhysical DemandsThis is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand, as necessary.

Work Environment This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine.
TravelSome travel is required to visit client sites.


Disclaimer:

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job.

They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the position. All employees may have other duties assigned at any time.