Fully Insured Account Manager
14 days ago
Cedar Rapids
Job Description Are you a driven, articulate professional with a passion for client service and benefits? TrueNorth is seeking an Account Manager to join our Fully Insured team in either Cedar Rapids, IA or West Des Moines, IA. TrueNorth uses our core values of Exceptionalism, Collaboration and Resourcefulness to enthusiastically serve our clients, colleagues and communities. Our ideal candidates are hungry, humble and smart! 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! What TrueNorth Offers: TrueNorth offers a lineup of excellent benefits to all full-time employees, including: • Annual Bonus, • Medical, Dental, Vision, Life, and Disability Insurance, • 401(k) with Company Contributions, • Responsible Time Off (RTO): Flexible time off with a required minimum to ensure rest and balance, plus 11 paid holidays, • Paid Volunteer Time Off and Donation Match Program, • Tuition reimbursement and paid certifications, licenses, designations, • Employee Assistance Program (EAP) and wellness program with financial incentives, • Hybrid Work Schedule, • $3,000 Referral Bonus The Account Manager will support our Fully Insured team, serving as the primary point of contact for assigned clients and books of business. The ideal candidate will have strong knowledge of employee benefits, and be confident presenting to clients, leading annual enrollment meetings, and managing plan details in our agency management system. Proficiency in Excel and a motivated, self-starting attitude are key to success in this role. Essential Job Functions: • 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 producers 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., • 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., • Minimum 3 years' work experience in the health insurance industry required., • Life, Health & Accident license is preferred, 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., • High School diploma or GED required., • Experience presenting in front of clients and partnering with producers preferred., • 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. Why 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 the Corridor Business Journal as one of the Coolest Places to Work! 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. Apply today!