Harrison Gray Search is looking for an Employee Benefits Account Manager to join an insurance agency client of ours located in Eau Claire, Wisconsin. Our client is one of the largest independent insurance agencies in Wisconsin. This position works closely with a team of agents to provide excellent customer service and support to individual and group clients. 

Qualified candidates will be licensed and have 3+ years of Employee Benefits experience. 

Responsibilities

• Serves as primary contact for all day-to-day service issues and other inquiries for assigned clients
• Acts as liaison between client and vendors/carriers to resolve issues and identify opportunities for process improvements
• Tracks, manages, and documents open issues keeping the client and agent informed on status and resolution
• Coordinates marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information
• Quotes, analyzes, and compares health, individual and ancillary quotes
• Manages renewal timeline to ensure timely execution of client decisions
• Prepares summaries of insurance, renewals, schedules, and proposals
• Reviews client contracts and policies for accuracy
• Supports agents with new and renewal business presentations as needed
• Coordinates enrollment and informational meetings between client and carrier
• Maintains agency management system with up-to-date and accurate information
• Builds and maintains strong customer relationships through pro-active communication
• Communicates and educates clients on latest industry trends, issues, and changes

Required Knowledge and Skills

• Benefits insurance industry experience with knowledge of employer group insurance marketplace
• Practical knowledge of quoting process and tools
• Proficient in Microsoft Office programs, especially Excel, Word, and Outlook
• Analytical and critical thinker with ability to conduct independent research 
• Strong organizational skills with ability to prioritize and manage a large workload
• Excellent verbal and written communication skills
• Ability to effectively explain complex information both verbally and in writing
• Strong editing and proofreading skills 
• Attention to detail and ability to complete tasks with a high degree of accuracy 
• Ability to perform basic mathematical computations
• Ability to follow existing processes, procedures, and verbal instruction
• Ability to manage multiple priorities, accurately, efficiently, and independently

License and Certification Requirements

• Valid WI driver’s license and acceptable driving history
• Current licensure or ability to obtain Life & Health Resident Intermediary granted by the State of Wisconsin

Benefits

• Full-Time
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life insurance
• Flexible Spending Accounts
• Short and Long Term Disability
• Accident and Critical Illness Insurance
• Long Term Care Insurance
• Identity Theft Protection
• Paid Holidays
• Paid Time Off
• 401K Plan

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