Account Manager, Benefits

The Account Manager position is vital to the success of the Benefits Team. The main responsibility of this position is to provide excellent service to each Client, support the Advisor and Senior Account Manager, Benefits, and serve the needs of the team.   

• Prefer bachelor’s degree or at least an Associate’s degree or equivalent from two-year College or technical school.
• High school diploma or equivalent is required
• 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.
• 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.