Conner Insurance · 2 hours ago
Account Manager, Benefits
Indianapolis, IN
Full-time
Onsite
Mid Level
3+ years expConner Insurance is seeking an Account Manager for their Benefits Team, which is essential for providing excellent service to clients. The role involves consulting with clients, managing relationships with insurance partners, and supporting employee benefits enrollment processes.
CommercialConsultingFinancial ServicesInsurance
Responsibilities
Consulting and Advising – Demonstrates understanding, directing people to the appropriate source for further information when guidance is needed
Identifies the impact of one’s own work (E.g., decisions, issues) on others
Listens to Client needs and challenges
Offers constructive feedback to current practices and processes
Suggests improvements to current approaches
Customer Relationship Management – Builds relationships with the Client and determines effective ways to service their account
Acts as liaison between Client and Insurance Companies/Partners to develop and maintain effective working relationships in order to independently resolve service problems
Communicates effectively across various levels of a Client’s organization
Makes regular service calls to Clients
Responds to Client needs in a timely, professional, helpful and courteous manner, regardless of Client attitude
Strives to meet service standards in all circumstances
Follows up with Clients to ensure that their needs have been met
Looks for ways to add value beyond Clients’ immediate requests
Customer Service and Support – Assists and supports the ongoing needs and issues of each Client
Prepares employee enrollment materials and present employee benefits via webinars, benefit fairs, and face-to-face enrollment meetings
Manages employee booklets, enrollment kits, enrollment forms, letters and checklists
Maintains confidential information
Prepares reports
Insurance Marketing – Responsible for quoting and application completion during Renewal process
Maintains quality of applications and enrollment applications
Prepares audits, census data and quoting
Small Group Only: Present Marketing results and renewal to the Client
Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers
Perform other duties as assigned
Qualification
Required
High school diploma or equivalent is required
Maintain a current Indiana Life & Health Insurance license
Exceptional in Microsoft Word and Excel
Proficient in Microsoft PowerPoint, Publisher, Outlook and Adobe
Ability to perform duties in a high-pressured, fast-paced environment
Must be highly organized and detailed with the ability to prioritize and remain flexible
Professional telephone skills and etiquette
Self-motivated and able to work both independently with limited supervision and within a team
Attention to detail
Excellent oral and written communication skills
Ability to respond to common inquiries or complaints from customers or carriers
Ability to prepare proposals for presentation and review
Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
Ability to think independently and critically
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to read, analyze, and interpret industry policies and contract documents
Ability to effectively present information to Insured's and carriers
Preferred
Prefer bachelor's degree or at least an Associate's degree or equivalent from two-year College or technical school
Prefer a minimum of three-five years related industry experience and/or training
Proficient in fully insured marketplace; carriers, underwriting requirements and the benefits/services they offer
Company
Conner Insurance
Conner Insurance is an insurance brokerage firm that specializes in commercial insurance, employee benefits & personal insurance.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ben Conner
President & CEO
Joshua Conner
CIO
Company data provided by crunchbase