Employee Benefits Account Manager

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.

• 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.

• 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)

• 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.

• 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

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