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North Risk Partners · 1 month ago

Employee Benefits Account Manager

Fargo,ND,US

Full-time

Hybrid

Mid Level

$55K/yr - $72K/yr

3+ years exp

North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. The Employee Benefits Account Manager will serve as the primary point of contact for clients, responsible for managing employee benefits accounts and providing quality service to ensure client satisfaction.

Insurance

Responsibilities

Maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner

Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing

Collaborate with risk advisors to determine and meet client goals

Support Risk Advisors by exercising judgment and discretion to:

Analyze markets for competitive pricing and develop insurance solutions for current clients

Analyze quotes from carriers for accuracy

Review policy contracts to be certain information and coverages are accurate

Evaluate and prepare renewal comparisons and policy proposals

Resolve inquiries on service problems to ensure client satisfaction

Coordinate external (e.g. carriers) and internal (e.g. agency software systems) implementations of new groups as necessary

Market new or renewal business with guidance from the risk advisor when necessary

Participate in client meetings as necessary

Refer business across all departments (i.e., property & casualty and personal lines)

Attend and actively participate in agency service training meetings

Enter activity and other relevant information into agency management systems and other software tools according to company procedures

Follow all federal and state regulations and best practices for avoiding errors and omissions

Continue professional development; pursue and maintain professional designations if applicable

Qualification

Active life & health insurance licenseEmployee benefits experienceCRM software proficiencyAMS360 knowledgeMicrosoft Office proficiencyCommunication skillsAttention to detailOrganizational skillsSelf-starterTeam player

Required

A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 3 years in employee benefits or related field

Active life & health insurance license

Excellent oral and written communication skills

Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively

Self-starter who takes initiative to identify problems and lead by example

Ability to work in a fast-paced environment

Proficiency in CRM software and Microsoft Office suite

Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings

Able to work a flexible work schedule, including overtime and potential evenings/weekends for events and meetings as needed