Account Manager - Employee Benefits

Job Description

Job Description

TrueNorth's Employee Benefits division is looking for an Account Manager to join their team in Cedar Rapids, IA. The Account Manager will partner with our sales team to facilitate the day-to-day management of current clients’ Fully Insured insurance programs’ by proactively maintaining strong relationships with senior leadership including HR directors, executives and insurance companies.

About TrueNorth Companies :

Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For twenty years, TrueNorth has met our clients' needs by providing innovative strategies and a personal connection to those we serve.

Our integrated platform of risk management, employee benefits and personal financial strategies creates a multifaceted approach to address today's ever-changing complexities.

Come join our amazing team!

Please be advised this position may close on or after 06 / 03 / 2024, without advance notice, should we receive a sufficient number of qualified applications.

This position has an anticipated work schedule of Monday Friday, 8 : 00 am 5 : 00 pm, with flexibility for a Hybrid schedule of Tuesday-Thursday in the office and Monday & Friday remote after the first 90 days.

What TrueNorth Offers :

TrueNorth offers a lineup of excellent benefits to all full-time employees, including :

• Annual Bonus
• Medical, Dental, Vision
• 401k with Company Contributions
• Responsible Time Off (PTO)
• 11 Paid Holidays
• Company-paid Life and Disability Coverage
• Paid Volunteer Time Off
• Donation Match Program
• Tuition Reimbursement
• Employee Assistance Program (EAP)
• Wellness Program with Financial Incentives / Discounts
• Hybrid Work Schedule

The ideal candidate will be proficient in fully insured and level funded funding, ancillary coverages, basic compliance requirements, and tax-advantaged account management (i.

e. health reimbursement arrangement, flexible spending accounts, etc.). Strong with excel and communication skills / presenting.

Other tasks include participating in client meetings, leading annual enrollment meetings for clients and maintaining insured info in our agency management system.

The Account Manager is the primary contact for assigned clients and books of business.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES

• Accurately manage client accounts and ensure all deadlines are met.
• Assist in marketing and placing new business and / or renewal business.
• Prepare renewals of insurance.
• Meet with producer and service teams to ensure service levels are being met.
• Communicate and partner with insurance companies to ensure we are meeting on the client expectations.
• Seek opportunities and take steps to increase knowledge of industry, regulatory requirements, tools and resources available to assist clients.
• Collect and report information and generate stewardship reports.
• Answer questions from producer and the service teams regarding accounts.
• Communicate with clients and answer questions regarding their policies and / or services provided by TrueNorth.
• Build and maintain strong, long-lasting relationships with clients, both internal and external.
• Travel or visit insurance companies and / or clients, when necessary.
• Maintain confidentiality of client and company information.

EDUCATION & EXPERIENCE

• High School diploma or GED required.
• College level business courses preferred.
• Minimum 3 years' work experience in the health insurance industry required.
• Life, Health & Accident license is required, or ability to obtain within 60 days of employment; maintain annually.
• Proficient in Microsoft Word, Excel, PowerPoint, Outlook, and able to quickly learn and utilize other computer applications.
• Experience presenting in front of clients and partnering with producers preferred.
• Customer service experience or support, preferably in insurance industry.

SKILLS & COMPETENCIES

• A strong knowledge of the regulatory environment for employee benefits and experience in an employee benefit advisory agency / broker practice, carrier, or administrator market required.
• Strong organizational and time management skills.
• Ability to prioritize workload.
• Extremely accurate and detail oriented.
• Knowledge of insurance terms and documents.
• Ability to analyze and interpret insurance data.
• Strong and professional verbal and written communication skills.
• Strong problem-solving skills.
• Understand and maintain fiduciary responsibility for company, client, and producer.

TrueNorth’s Competitive Offerings

In compliance with Colorado’s Equal Pay for Equal Work Act (EPEWA) we are disclosing the compensation, or a range thereof, for roles that will be, or could be, performed in Colorado.

• Colorado Hiring Range : This position is an Exempt role with a compensation of $65,000-95,000 annual salary. The pay will vary depending on your location, skills, and experience.
• TrueNorth also offers bonus compensation for this role. In addition to your base compensation, you will have the opportunity to earn up to an additional 8% of your annual salary based on the performance of your individual goals and the goals of the firm.
• Benefits Offered : TrueNorth offers a lineup of excellent benefits to all full-time employees. These benefits include Medical, Dental, Vision, Life, AD&D, Disability, 401(K), voluntary Long-Term Care, Legal Protection, Tuition Reimbursement and Parental Leave.

In addition to these, we also offer an Employee Assistance Program (EAP) and an Employee Wellness Program with great incentives.

All employees have the option for a Hybrid work schedule and receive Responsible Time Off (RTO) and 11 Paid Holidays as well as Volunteer Time Off (VTO) and Donation Match Program.

Senior

Why should you join TrueNorth?

We are a company focused on developing our people and growing the business. We offer a competitive

benefit package, wellbeing programs and incentives, and a positive work culture.

TrueNorth is honored to be recognized by Inc 5000's as a Fastest Growing Company!

Click here to view a video about TrueNorth's Core Values & what they mean to us.

TrueNorth makes all employment-related decisions on the basis of

qualifications, merit, and business need, and does not discriminate against any applicant on the basis of

race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status,

disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.

Join us!