Group Benefits Client Manager
Jones Insurance Agency, Inc.
- Garner, NC
- Permanent
- Full-time
- An employer that provides tremendous growth and invests in your learning
- A professional work environment where teammates are supportive and accountable
- An opportunity to teach new tools and technology to your clients and community
- Standard working hours, with options for remote work and flexible schedules
- A competitive salary with outstanding benefits
- A family-oriented employer that has been in business for over 60 years
- Self-motivated individuals with an “old-fashioned” work ethic and positive attitude
- Someone with a proven ability to support and potentially lead a team
- A quick learner who can grasp new concepts & ideas in a fast paced environment
- A client-focused professional who is able to listen, communicate, and teach technology
- A combination of 4 years education or related experience (i.e. insurance claims department, medical office, independent agency, etc.)
- NC Department of Insurance Life and Health License OR ability to obtain license within the first 30 days of employment
- Ability to discuss, support, and sell insurance products in states where the agency functions.
- Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc.
- Must have excellent communication skills; written and verbal.
- Must be an assertive self-starter with the ability to influence others.
- Must excel at being client focused and able to work in a team-oriented environment
- Should have demonstrated effective presentation skills through both verbal and written communication
- Gather information necessary for quoting of new and renewal business involving strict attention to detail, timelines, and workflows
- Prepare client proposals for New Business and Renewals as requested by Producers and Department Manager
- Conduct service calls to clients for designated projects
- Perform special projects at the request of designated clients upon approval of Department Manager
- Compile presentation materials in a timely fashion including Benefits Booklets and Overviews as well as PowerPoint Presentations
- Generate client renewal documentation and compliance correspondence as indicated by Department Manager
- Maintain a concern for timeliness and completeness when interacting with Client Managers, agency, and company personnel to minimize potential errors and omissions claims
- Monitor audits done by carriers and assists in the completion of these audits with direction from the department manager
- Document in Applied Epic software all material communications with insureds, carriers, or others regarding daily activities
- Generate routine reports from Applied Epic
- Provide technical support to Employee Navigator clients
- Assist in building and updating Employee Navigator client sites
- Maintain an appropriate insurance license and continuing education as required
- Performs other functions as assigned by Department Manager and Producers