- Respond to requests for assistance on existing coverage and/or new policies.
- Obtain and process enrollment forms, change forms or benefit summaries as determined by client need.
- Review existing benefits to determine best coverage alternatives when necessary.
- Communicate renewal terms to client and negotiate the renewal terms with carrier when necessary
- Demonstrate knowledge in rating applications and procedures for all types of group policies. Use web sites to obtain information as necessary to assist clients.
- Keep Producers fully informed of important activities or challenges on their accounts.
- 4-year college degree preferred. Life & Health License required within 6 months of employment and satisfactory employment record.
- Minimum three years' experience in employee benefits, customer service or similar position with underwriting and/or health insurance background.
- Demonstrate understanding of employee benefit programs and coverage and ability to communicate effectively with potential and existing clients (and their employees) regarding these benefit programs.
- Must be self-starter, able to self-manage workload to ensure group accounts are satisfied with Ross & Yerger and their insurance carriers
- Ability to travel, up to 25%
-
Wealth Management Client Coordinator
2 weeks ago
First Horizon Bank Jackson, United States Part timeSummary · The Wealth Management Client Coordinator will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal ski ...
-
Private Client Manager
3 weeks ago
Ross & Yerger Insurance, Inc. Jackson, United StatesJob Description · Job DescriptionResponsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency's procedures, issuance of cer ...
-
Private Client Manager
2 weeks ago
Ross & Yerger Insurance, Inc. Flowood, United States Full timeResponsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency's procedures, issuance of certificates of insurance, premium b ...
-
Client Manager
2 weeks ago
Oracle Jackson, United StatesJob Description · Why NetSuite? · We believe businesses should not be bogged down by the overhead of bulky data centers and expensive personnel to run it all. Businesses need to be lean, efficient, and agile. NetSuite is transforming business around the globe by providing a cloud ...
-
Financial Institutions Client Manager
2 weeks ago
Ross & Yerger Insurance, Inc. Jackson, United StatesJob Description · Job DescriptionMajor Duties and ResponsibilitiesManage real estate loan insurance programs and tax tracking programs. · Annual on-site client visits with the appropriate management to further institutionalize Ross & Yerger (R&Y) to the client. · Create/prepare ...
-
Wealth Management Client Coordinator
5 days ago
First Horizon Advisors, Inc. Jackson, United StatesJob Description · Location: On site at location listed in job posting. · Summary · The Wealth Management Client Coordinator will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationshi ...
-
Employee Benefits Client Manager
3 weeks ago
Ross & Yerger Insurance, Inc. Flowood, United StatesCome join a Top 100 independent insurance agency working from our Jackson, MS headquarters. As an Employee Benefits Client Manager, you'll put the client's needs first by engaging directly with clients, company underwriters and Producers on health plan benefits management, networ ...
-
Insurance Client Service Manager
1 week ago
Williamson Insurance & Investments, LLC Flowood, United StatesJob Description · Job DescriptionIf you are the type of person your family and friends trust to "get things done," come join our work family · Williamson Insurance & Investments, LLC in Hendersonville, Tennessee, is a local, family owned, independent insurance agency. We are look ...
-
Private Client Manager
2 weeks ago
Ross & Yerger Insurance, Inc. Jackson, United StatesMajor Duties and Responsibilities: · Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency's procedures, issuance o ...
-
Private Client Manager
2 weeks ago
Ross & Yerger Insurance, Inc. Jackson, United StatesManage the renewal process for all assigned clients based on the agency's retention strategies and requirements, including obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing renewal pricing as well as preparing the renewal ...
-
Private Client Manager
4 weeks ago
Ross & Yerger Insurance, Inc. Flowood, United StatesResponsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, processing client payments with carriers, invoicing according to agency's procedures, issuance of certificates of insurance, premium b ...
-
Employee Benefits Client Manager
2 weeks ago
Ross & Yerger Insurance, Inc. Jackson, United StatesCome join a Top 100 independent insurance agency working from our Jackson, MS headquarters. As an Employee Benefits Client Manager, you'll put the client's needs first by engaging directly with clients, company underwriters and Producers on health plan benefits management, networ ...
-
Commercial Lines Client Manager
2 weeks ago
Ross & Yerger Insurance, Inc. Jackson, United StatesJob Description · Job DescriptionCome join a Top 100 independent insurance agency as a Commercial Lines Client Manager. · Major Duties and Responsibilities · Manage the renewal process for assigned accounts, including marketing (as needed) and placement. · Work with producers ...
-
Employee Benefits Client Manager
2 weeks ago
Ross & Yerger Insurance, Inc. Jackson, United StatesJob Description · Job DescriptionCome join a Top 100 independent insurance agency working from our Tupelo, MS office. As an Employee Benefits Client Manager, you'll put the client's needs first by engaging directly with clients, company underwriters and Producers on health plan b ...
-
Employee Benefits Client Manager
2 weeks ago
Ross & Yerger Insurance Inc Jackson, United StatesJob Description · Job DescriptionDescription:Come join a Top 100 independent insurance agency working from our Jackson, MS headquarters. As an Employee Benefits Client Manager, you'll put the client's needs first by engaging directly with clients, company underwriters and Produce ...
-
Employee Benefits Client Manager
2 weeks ago
Ross & Yerger Insurance, Inc. Jackson, United StatesJob Description · Job DescriptionCome join a Top 100 independent insurance agency based in Jackson, MS. As an Employee Benefits Client Manager, you'll put the client's needs first by engaging directly with clients, company underwriters and Producers on health plan benefits manage ...
-
Financial Institutions Client Manager
1 month ago
Ross & Yerger Insurance Jackson, United States Full timeMajor Duties and Responsibilities · Manage real estate loan insurance programs and tax tracking programs. · Annual on-site client visits with the appropriate management to further institutionalize Ross & Yerger (R&Y) to the client. · Create/prepare presentations for on-site clie ...
-
Employee Benefits Client Manager
4 weeks ago
Ross & Yerger Insurance, Inc. Flowood, United StatesCome join a Top 100 independent insurance agency working from our Jackson, MS headquarters. As an Employee Benefits Client Manager, you'll put the client's needs first by engaging directly with clients, company underwriters and Producers on health plan benefits management, networ ...
-
Commercial Lines Marketing Client Manager
2 weeks ago
Ross & Yerger Insurance, Inc. Jackson, United StatesJob Description · Job DescriptionAs a Commercial Lines Marketing Client Manager, you will work with Producers in the evaluation of exposures, loss experience, and coverage needs for prospective clients. Your extensive knowledge in Property & Casualty coverages will be crucial whe ...
-
Group Sales Specialist
2 weeks ago
Six Flags Great Adventure Jackson, United StatesSix Flags Entertainment Group Sales Specialists build and fulfill orders for all parks. Additionally, specialists will be the primary communicators for group sales customers not handled at the park level where applicable. Specialists will maintain a positive relationship with our ...
Employee Benefits Client Manager - Jackson, United States - Ross & Yerger Insurance, Inc.
Description
Job Description
Job DescriptionCome join a Top 100 independent insurance agency working from our Jackson, MS headquarters. As an Employee Benefits Client Manager, you'll put the client's needs first by engaging directly with clients, company underwriters and Producers on health plan benefits management, network selection, claims and renewals.
Duties and Responsibilities
Every day will look a little different depending on team and client needs. Here is a snapshot of the work you can typically expect to be involved with:
Skills and Experience
About Ross & Yerger
Since 1860, Ross & Yerger, a Top 100 Independent Insurance Agency headquartered in Jackson, MS, has had an unwavering commitment to meeting the needs of its employees, clients, and community. As a perennial "Best Place to Work" organization and one of Mississippi's healthiest workplaces, we nurture a culture of continuous learning, professional development, and career advancement. It's in that spirit that we also share profits and ownership with all employees through our ESOP plan in addition to offering tremendous benefits including competitive compensation, comprehensive health and welfare benefits, continuing education reimbursement and generous Paid Time Off.
Powered by JazzHR
HBr23OyIfS
