Employee Benefits Manager jobs at HUB International

Work Type: Full Time Regular Application Closes: Open Until Filled 2025-08-27 SHARE As a Bilingual Group Benefits Enrollment Counselor, you will travel on behalf of our Group Insurance offices and facilitate the enrollment process for new and existing customers. You will connect with people on an individual level and know you are making an impact on their lives through setting them up with benefits that protect what matters most. WHAT WE CAN OFFER YOU: Estimated Salary (Levels have variable responsibilities and qualifications): Group Benefits Enrollment Counselor: $80,000 - $85,000 plus annual bonus opportunity Senior Group Benefits Enrollment Counselor: $85,000 - $90,000 plus annual bonus opportunity 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: Coordinate and facilitate the entire enrollment process for new and existing Group Insurance customers, ensuring efficient and smooth operations. Plan, organize, and execute enrollment strategies to meet customer needs, maximize employee participation, and stay within budget, including performing cost analyses. Conduct enrollments and re-enrollments of employee groups in voluntary insurance products through various methods. Develop and deliver customized enrollment materials and support systems, working closely with Group Sales Representatives, brokers, and employers to address specific communication needs. Provide operational support to Group Sales offices and assist in planning enrollment methodologies, processes, and tools for voluntary benefits management. WHAT YOU'LL BRING: 2+ years' experience with group benefits enrollment with in-depth knowledge of voluntary group benefits and products with strong communication and relationship building skills. Proficiency with PowerPoint along with developing/facilitating/navigating PowerPoint presentations. Experience using Excel to include navigating/data entry. Licensed agent in residence state, able to obtain non-residence license or actively pursuing appropriate licenses Ability to travel 75% during peak season and may travel 50% of the work period and a have a valid driver's license Working knowledge of competitor products and services You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. Must reside 3 hours to our office located in Chicago, IL in a hybrid environment and ability to travel within the Chicago area. PREFERRED: Working knowledge of video conferencing and technology platforms including Microsoft Teams, Brainshark, Amazon Polly, iMovie, and others. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! If you have questions about your application or the hiring process, email our Talent Acquisition area at *************************. Please allow at least one week from time of applying if you are checking on the status. Stay Safe from Job Scams Mutual of Omaha only accepts applications from mutualofomaha.com/careers. Legitimate communications will come from '@mutualofomaha.com.' We never request sensitive information or extend job offers without conducting interviews. For more details, check our Hiring FAQs. Stay alert for scams and apply securely! Fair Chance Notices #Circa #mutualofomaha Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Group Benefit Integration Specialist - Remote Remote | 504161 Summer 2026 Workplace Solutions Operations Intern - Omaha, NE Nebraska | 504155

The Employee Benefits Account Manager is responsible for assisting agents in the sales and service of employee benefits products such as group health, group life, and group disability; utilizes automated procedures to create and maintain electronic client files; participates in the enrollment process on a case-by-case basis as approved by the manager; responds to client inquiries and oversees the renewal process. Additionally, this role is responsible for overall client account management and various other duties as assigned by Agent or Department Manager in accordance with TIS practices related to the successful maintenance of client relationships. Benefits Paid Time Off (PTO) Work from Home Flexible Schedule Health Insurance Dental Insurance Vision Insurance Life Insurance Disability Insurance Evenings Off Retirement Plan Career Growth Opportunities Mon-Fri Schedule Responsibilities Coordinates the initial and renewal quoting process for group fully-insured health clients by preparing, receiving, and analyzing requests for proposals for Health, Life, Dental, Disability, and Vision. Initiates and facilitates various administrative service accounts such as HSAs, HRAs, POPs, FSAs, COBRA, and State Continuation benefits. Works in partnership with insurance carriers, agents, and consultants, benefits administrators, and decision-makers for product implementation and conducts employee benefit meetings; utilizes automated procedures, creates, and maintains electronic files. Provides high attention to detail and organizational skills to successfully investigate potential or unexpected issues associated with policy requirements. Evaluates insurance policy documentation as per state and federal compliance regulations. Ensures highly successful account support with strong client focus for exceptional customer retention and satisfaction, responds to client needs accurately and timely. Obtains census, applications, and enrollment forms, and submits to the insured or carrier as needed; prepares BEGs, elections forms, booklets, etc., obtains client signatures, binder check, and follows up to ensure timely responses; all in conjunction with Producers and Marketing Representatives. Prepares proposals, spreadsheets, options; orders policies, handles implementation of sold group benefits. Actively engaged in client risk management and claims process, facilitates communication and meetings between carriers, clients and Agency. Seek referrals from current client base to solicit for new business prospects. Knowledgeable of underwriting and rating procedures for all types of life and health related products and companies. Compliance with applicable laws including HIPAA regulations; strong risk management skills; stays abreast of changes in coverage; file documentation and performance of responsibilities with clients and others in a manner that avoids potential errors and omissions. Other duties requested by the agent and/or in accordance with TIS practices; this may include periodic travel to client facilities when needed. Note: The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Requirements High school equivalency; college degree preferred Minimum 3-5 years Employee Benefits related insurance work experience required, related employee benefits designations preferred (CEBS, RHU, etc.,) Working knowledge and experience with group benefits required, current or previously held Tennessee Life & Health license required; knowledgeable of applicable federal and state regulations, including HIPAA Strong client relationships and ability to problem solve and document follow up Required licenses or ability to obtain licenses as required by State Department of Insurance; ability to participate in seminars and other training to maintain required licenses to stay abreast of developments in the insurance industry Computer proficiency with Microsoft Office (Word, Excel and Outlook), experience with BenefitPoint a plus Self-starter, ability to work well independently yet function as part of a team Strong communication and interpersonal skills; excellent customer service and organizational skills

Objective: The Employee Benefits Producer will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products related to Employee Benefits services to help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic. Responsibilities Include: Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals Support clients and partner with them when selecting and designing their insurance product needs Call on to educate and suggest additions or enhancements to existing insurance programs Meet with existing clients to perform annual reviews of current insurance offering Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information Work closely with Account Management team to offer quality day to day service to client Attend industry networking events, trade shows and conventions Track all sales activity using Huddle Attend sales meetings, both locally and nationally as necessary Attend ongoing industry continuing education courses to improve technical knowledge Develop long-term relationships with clients, carriers, and HIB Producers Special projects and other duties as assigned. Requirements: 5+ years of relevant industry experience preferred. Must hold a Life and Health insurance license. Strong knowledge of Employee Benefits. Sales experience preferred. Excellent verbal and written communication skills Excellent interpersonal and customer service skills Strong analytical and problem-solving skills Thorough understanding of equipment, product, industry, and/or services provided to clients. High School graduate required. Excellent communication skills, both verbal and written Must be highly organized. Must be a team player and enjoy a team-based work environment. Must be proficient in MS Office, notably Outlook, PowerPoint, Excel Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $100,000.00 to 150,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary. 

Objective: The Employee Benefits Producer will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products related to Employee Benefits services to help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic. Responsibilities Include: Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals Support clients and partner with them when selecting and designing their insurance product needs Call on to educate and suggest additions or enhancements to existing insurance programs Meet with existing clients to perform annual reviews of current insurance offering Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information Work closely with Account Management team to offer quality day to day service to client Attend industry networking events, trade shows and conventions Track all sales activity using Huddle Attend sales meetings, both locally and nationally as necessary Attend ongoing industry continuing education courses to improve technical knowledge Develop long-term relationships with clients, carriers, and HIB Producers Special projects and other duties as assigned. Requirements: 5+ years of relevant industry experience preferred. Must hold a Life and Health insurance license. Strong knowledge of Employee Benefits. Sales experience preferred. Excellent verbal and written communication skills Excellent interpersonal and customer service skills Strong analytical and problem-solving skills Thorough understanding of equipment, product, industry, and/or services provided to clients. High School graduate required. Excellent communication skills, both verbal and written Must be highly organized. Must be a team player and enjoy a team-based work environment. Must be proficient in MS Office, notably Outlook, PowerPoint, Excel Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $100,000.00 to 150,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary. 

Job DescriptionDescription: The Small Group Account Manager, Employee Benefits , is responsible for day-to-day management of their assigned book of business - group accounts including, but not limited to, 50 or fewer lives enrolled. While working as a team member in the Employee Benefits Division, the Account Manager works closely and collaboratively with all other team members to ensure service deliverables meet and exceed client expectations and will serve as the clients' main point of contact for any benefit-related service needs. The essential functions include, but are not limited to the following: Establishes and maintains a professional, positive, and team-oriented relationship with colleagues. Adhere to company policies and procedures for workflow and documentation. Initial point of contact for employer groups/employees on all service-related issues. Assists clients with compliance filings, as applicable. Foster long-term relationships with our clients and their employees. Researches and resolves day-to-day client issues. Respond to daily calls, enrollment, and billing requests, claims inquiries. Retain clients by maintaining solid client relationships. Manages and maintains assigned book of business in conjunction with internal team members. Works closely with Benefits Account Executives to manage the renewal process. Attends regular face-to-face meetings with clients. Conducts enrollment meetings as needed. Maintain awareness of new developments, compliance updates or changes with the various carriers and Federal/State laws that may affect our clients. Maximize growth and retention through superior customer service. Maintain a professional connection among clients, the agency, and carriers. Support team employees in day-to-day operations as needed. Make a positive contribution to the overall success of the UIG Employee Benefits team. Attend and complete any training sessions or assignments as required. Participate in continuing education programs in both insurance and sales. Adhere to client service standards of the department and agency. Complete file maintenance and assigned tasks in Applied EPIC in the expected timeframe. Meet or exceed expectations of job responsibilities. Perform other tasks on projects as needed/assigned. Requirements: 1+ years' experience in account management or in a consultative role preferred. Prior experience in broker agency or benefit administration firm, preferred. Life and Health license required. Thorough knowledge of health and ancillary products preferred. Ability to thrive in a fast-paced environment. High level of patience and empathy while working under pressure. Disciplined self-starter and problem solver. Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint Excellent oral and written communication skills; organizational skills, detailed-oriented Excellent customer relationship skills Willingness to continually develop knowledge and understanding of the benefits insurance industry. Positive, friendly, and professional attitude. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Employee Benefits Account Manager for our Colorado Springs or Lakewood, CO office. The Employee Benefits Account Manager is responsible for assisting the Employee Benefits Producer is producing new business while maintaining existing policies for the clients. Some of the responsibilities for the Employee Benefits Account Manager include: Acting as the primary contact between clients, prospect, agency, and producer Working hand-in-hand with the Producer to generate proposal presentations Maintaining positive relationships with the insurance carriers to satisfy the clients' needs and facilitate the processing of business Location: Colorado Springs or Lakewood, CO Hybrid schedule for qualified candidates Experience: 1-3 years industry experience Education/Certification: Group I Life and Health Agent's license preferred Perks & Benefits: Generous employee benefits package which includes a robust wellness program Employee Ownership Opportunities Career progression opportunity - the potential for growth within the company

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Employee Benefits Account Manager for our Atlanta, GA office. The Employee Benefits Account Manager is responsible for assisting the Employee Benefits Producer is producing new business while maintaining existing policies for the clients. Some of the responsibilities for the Employee Benefits Account Manager include: Acting as the primary contact between clients, prospect, agency, and producer Working hand-in-hand with the Producer to generate proposal presentations Maintaining positive relationships with the insurance carriers to satisfy the clients' needs and facilitate the processing of business Location: Atlanta, GA Hybrid schedule for qualified candidates Experience: 1-3 years industry experience Education/Certification: Group I Life and Health Agent's license preferred Perks & Benefits: Generous employee benefits package which includes a robust wellness program Employee Ownership Opportunities Career progression opportunity - the potential for growth within the company

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Customer Service Advocate to their Corporate Synergies team in Philly Metro Region. The Benefits VIP Representative handles claims resolution, benefits inquiries, coverage eligibility concerns, and other related issues for our clients' administrators and employees. They work closely with clients and carriers via phone and email to resolve matters within a 24-hour timeframe. Essential Functions: • Address client employee insurance concerns, answer benefit-related questions, and assist with claims resolution, patient advocacy, and pre-certifications. • Educate client employees on optimal benefit utilization and provide guidance on cost-effective plan options. • Maintain detailed records of client interactions, entering data into Salesforce and generating client analysis reports as necessary. • Use Salesforce to gather client information and enhance service quality. • Monitor resolution timelines to ensure benefit issues and claims are closed within the designated timeframe. • Review Summary Plan Descriptions (SPDs) and benefit summaries for accuracy. • Offer expertise on insurance billing, coding, employee group benefits, insurance processes, and plan descriptions to clients. • Act as a primary resource within the team, delivering exceptional customer service and support in resolving insurance and benefit-related issues. • Address member eligibility inquiries, enrollment entry and confirmation of coverage. Competencies & Qualifications: • Exceptional verbal and written communication abilities. • Outstanding organizational and multi-tasking capabilities. • Strong problem-solving skills. • Skilled at taking initiative, prioritizing tasks, and meeting tight deadlines. • Proficiency in Spanish (both written and spoken) is a plus. • Collaborative team member. • Adaptable and detail-oriented. • Proficient in Microsoft Office Suite. Education & Experience: • Three plus years' experience working in customer service/call center environment. • Experience with an insurance industry carrier, broker, or insurance related vendor. • Knowledge of eligibility claims, medical coding and billing, etc. • Knowledge of benefit summaries and Benefit Plan Descriptions. This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees. Pay Transparency Range $22 - $25 USD Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Senior Employee Benefits Account Manager to their Corporate Synergies team in Philly Metro Region. Job Summary: The Senior Account Manager is an experienced/technically proficient client-facing position that is responsible for supporting Sales, Account Management and Underwriting (the Team) with the development of the overall strategic plan and for driving the successful delivery of the day-to-day service-related activities to retain/grow assigned client accounts (Book of Business). Key Responsibilities: Autonomously manage the client life-cycle deliverables (of increasing complexity) with guidance from the Benefit Consultant and Team Lead (where appropriate) to ensure the successful retention of a Book of Business (94% Renewal Rate). With guidance from the Team Lead and Producer, lead account strategy/direction. Beyond foundational knowledge (strategic account planning, effective communication and project management), complete necessary training and professional development to further develop technical and subject matter expertise. Maintain up-to-date client files/internal systems in accordance with CSG's standard protocols. Compliance with CSG's processes and operating standards. Essential Functions: As part of the client life-cycle (on-boarding, ongoing support and renewal), work closely with the Team to execute on the day-to-day service deliverables for ALL lines of coverage and products by: Identifying a client's goals/objectives and working with the team lead to develop a multi-year strategic plan (roadmap) Defining an annual service delivery calendar (life-cycle) in support of the multi-year strategic plan (roadmap) Preparing the various deliverables by leveraging team member expertise, available tools, established standards/work products, etc. to manage client expectations and ensure timely delivery of materials in accordance with the client life-cycle Effectively communicating and presenting findings, analysis and recommendations in meetings/calls/emails (i.e. setting agendas and appropriate internal/external follow-up) Preparing standard and ad-hoc reports and other client related projects (as needed) Developing, cultivating and maintaining strong client/vendor relationships At various times throughout the year (i.e. Open Enrollment), review employee education and communication materials (i.e. Benefit Guides). Research, respond and/or resolve client inquiries/service-related issues independently, involving team members, subject matter experts and resources when necessary. Maintain internal systems (i.e. BenfitPoint and Oracle) and client files in accordance with CSG's data standards and filing requirements. Ensure that contact information for all client stakeholders is appropriately managed for purposes of both Client Satisfaction (NPS) and Thought Leadership. In order to identify/overcome gaps, work with Team Lead and Producer to create and periodically review/update/manage Internal Account Plan. Interact with carriers and vendors on behalf of the client and the team. Identify and leverage resources appropriate for upsell opportunities. Responsible for reconciling client revenue monthly (BenefitPoint vs. Finance Accrued Revenue). Develop new and creative benefit solutions with guidance. As it relates to your concentration/subject matter expertise, act as a resource and provide updates to team members (i.e. team meetings). Competencies & Qualifications: Strong attention to detail, well organized and responsive Strong working knowledge of all aspects of: CSG suite of services and available solutions Insurance and healthcare related products All regulatory and compliance related matters (including client impact/applicability) Ability to model complex financial implications from benefit programs Skilled in negotiating with insurance carriers Ability to identify problems and create effective solutions Advanced in Microsoft Excel, PowerPoint and Word Ability to quickly learn new skills Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary Ability to establish meaningful/deep relationships with internal and external stakeholders Strong oral and written communication skills Ability to multi-task and demonstrate composure/resilience under pressure Comfortable switching between clients and tasks to meet deadlines Possesses a basic understanding of general business and financial concepts Ability to effectively create, organize and manage a project plan Comfortable understanding a client, their industry, and cost drivers to develop strategy/long-term plan based on their goals/objectives Education & Experience: 5+ years of prior practical account management experience with a health and welfare carrier or broker is required Licensure/Certification - State Specific Resident Life & Health License is required This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees. Pay Transparency Range$100,000-$120,000 USD Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Employee Benefits Account Manager for our St. Petersburg, FL office. The Employee Benefits Account Manager is responsible for assisting the Employee Benefits Producer is producing new business while maintaining existing policies for the clients. Some of the responsibilities for the Employee Benefits Account Manager include: Acting as the primary contact between clients, prospect, agency, and producer Working hand-in-hand with the Producer to generate proposal presentations Maintaining positive relationships with the insurance carriers to satisfy the clients' needs and facilitate the processing of business Location: St. Petersburg, FL Hybrid schedule for qualified candidates Experience: 3-5 years of previous group employee benefits experience Education/Certification: Group I Life and Health Agent's license preferred Perks & Benefits: Generous employee benefits package which includes a robust wellness program Employee Ownership Opportunities Career progression opportunity - the potential for growth within the company

Requirements 1+ years' experience in account management or in a consultative role preferred. Prior experience in broker agency or benefit administration firm, preferred. Life and Health license required. Thorough knowledge of health and ancillary products preferred. Ability to thrive in a fast-paced environment. High level of patience and empathy while working under pressure. Disciplined self-starter and problem solver. Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint Excellent oral and written communication skills; organizational skills, detailed-oriented Excellent customer relationship skills Willingness to continually develop knowledge and understanding of the benefits insurance industry. Positive, friendly, and professional attitude. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Lockton is seeking a motivated and inquisitive professional to join our People Solutions team as an Academy Associate. This role is designed for individuals who are eager to build a strong foundation in employee benefits through a structured learning program, mentorship, and hands-on experience. Academy Associates will have the opportunity to learn the business, contribute to the delivery of brokerage and consulting services, and develop skills for long-term career growth within Lockton. Position responsibilities Participate actively in the Academy learning program and other learning and development initiatives. Develop an understanding of the benefits brokerage and consulting business. Support the service of clients, including renewal, marketing, issue resolution, and client support. Assist in the development of financial models and reports for clients and senior team members. Participate in client strategy and renewal meetings to understand client expectations. Maintain client files, contracts, and documents. Support basic claims and enrollment issues. Document meetings, calls, and commitments made to the client and team. Participate in peer review by reviewing team deliverables and submitting your own work for feedback to ensure accuracy and quality. Attend select meetings with clients, either in person or virtually, and take notes as needed. Build and maintain relationships with internal stakeholders, including specialty resources. Maintain high professional standards in all interactions and deliverables, including confidentiality, communication, and accountability. Perform other responsibilities and duties as needed to support the team and clients. #LI-DA2

A strategic coordinator and master of details. A Specialty Practice Program Manager is the glue that keeps things running smoothly behind the scenes, ensuring category liaisons can stay focused and are prepared to deliver exceptional vendor consulting. This role leads the planning, coordination, development, and execution of vendor consulting projects, acting as a trusted partner to both internal stakeholders and external vendor partners. ROLE * Lead the execution of vendor consulting relationships and projects from start to finish by managing timelines, deliverables, and collaboration across stake holders. * Manage the collection and analysis of vendor data, sales pipeline activity, and industry data to surface insights and opportunities. * Collaborate and partner with category liaisons on the development of strategic insights and value-add opportunities for vendor partners. * Create, review, & proofread work products to ensure accuracy, clarity, and professionalism. * Collaborate and partner directly with Lockton communications and DDS, as needed, to ensure internal and external materials are clear, consist, direct and aesthetically appealing. * Maintain, manage, and organize on a continuous basis up-to-date knowledge of vendor capabilities, programs, and the broader health risk management space. * Facilitate consulting meetings: confirm attendees, draft and distribute agendas, and capture notes. * Build and manage calendars and project plans for category liaisons, managing incoming scheduling requests, resolving conflicts, rescheduling as needed, and clearly communicating changes. * Serve as the main point of contact for select vendor partner needs, manage fielding and fulfilling requests in coordination with liaisons. * Initiate process improvements, continuously seeking ways to improve how we do what we do, bringing ideas to the table and helping build more repeatable, scalable workflows. * Perform other duties as assigned in support of vendor and specialty practice initiatives. PLAIN TALK * You'll take ownership of vendor consulting relationships and managing projects, managing timelines, deliverables, and collaboration across stakeholders from start to finish. * You'll gather and review data from internal sources and external industry resources to identify and make valuable insights and recommendations to support vendor partners. * You'll partner and collaborate directly with category liaisons to refine and develop additional insights and recommendations. * You'll partner and collaborate across practices to support broader initiatives and ensure materials are both accurate and visually appealing. * You'll manage and maintain and remain up to date with vendor partner offerings, industry trends, and rules and regulations. * You'll organize consulting meetings from start to finish, confirm attendees, prep agendas, take notes, and keep the team on track. * You'll manage calendars: scheduling meetings, resolving conflicts, and keeping everyone aligned. * You'll manage and adjust project plans: setting timelines, assigning tasks, and keeping everyone accountable. * You'll manage and support category liaison and vendor partner needs, with a focus on responsiveness. * You'll deliver on process improvements, identifying ways to improve how we do things, offer suggestions, and help implement smarter workflows.

WHY NORTH RISK PARTNERS Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. At North Risk Partners, our #one TEAM lives out #one MISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #one TEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life. JOB SUMMARY We are looking for a proactive and customer-focused Employee Benefits Account Manager to serve as the primary point of contact for our clients. This position is responsible for supporting the sales team with the evaluation and management of employee benefits accounts and providing quality service to our clients. ESSENTIAL RESPONSIBILITES * Maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner * Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing * Collaborate with risk advisors to determine and meet client goals * Support Risk Advisors by exercising judgment and discretion to: * Analyze markets for competitive pricing and develop insurance solutions for current clients * Analyze quotes from carriers for accuracy * Review policy contracts to be certain information and coverages are accurate * Evaluate and prepare renewal comparisons and policy proposals * Resolve inquiries on service problems to ensure client satisfaction * Coordinate external (e.g. carriers) and internal (e.g. agency software systems) implementations of new groups as necessary * Market new or renewal business with guidance from the risk advisor when necessary * Participate in client meetings as necessary * Refer business across all departments (i.e., property & casualty and personal lines) * Attend and actively participate in agency service training meetings * Enter activity and other relevant information into agency management systems and other software tools according to company procedures * Follow all federal and state regulations and best practices for avoiding errors and omissions * Continue professional development; pursue and maintain professional designations if applicable Requirements QUALIFICATIONS (Knowledge, Skills, & Abilities) * A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 3 years in employee benefits or related field * Active life & health insurance license * Excellent oral and written communication skills * Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively * Self-starter who takes initiative to identify problems and lead by example * Ability to work in a fast-paced environment * Knowledge of AMS360 and ImageRight are a plus, but not required * Proficiency in CRM software and Microsoft Office suite BEHAVIOR EXPECTATIONS * A role model for North Risk Partners' core values, mission, and desired culture * Demonstrate enthusiasm and a positive attitude * Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders * A team player who collaborates and works well with his/her coworkers * A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners PHYSICAL REQUIREMENTS * Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds * Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently * Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization * Sit and a desk for extended periods of time and perform long hours of work sitting at a computer * Move around office/building/facilities repeatedly throughout the day * Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels * Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings * Able to work a flexible work schedule, including overtime and potential evenings/weekends for events and meetings as needed TOOLS AND EQUIPMENT USED Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment WORK ENVIRONMENT The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee. This does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time. COMPENSATION AND BENEFITS The estimated base salary range for this full-time position is $55,000 - $72,000 annually, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting. We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.

Full-time Description WHY NORTH RISK PARTNERS Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. At North Risk Partners, our #one TEAM lives out #one MISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #one TEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life. JOB SUMMARY We are looking for a proactive and customer-focused Employee Benefits Account Manager to serve as the primary point of contact for our clients. This position is responsible for supporting the sales team with the evaluation and management of employee benefits accounts and providing quality service to our clients. ESSENTIAL RESPONSIBILITES Maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing Collaborate with risk advisors to determine and meet client goals Support Risk Advisors by exercising judgment and discretion to: Analyze markets for competitive pricing and develop insurance solutions for current clients Analyze quotes from carriers for accuracy Review policy contracts to be certain information and coverages are accurate Evaluate and prepare renewal comparisons and policy proposals Resolve inquiries on service problems to ensure client satisfaction Coordinate external (e.g. carriers) and internal (e.g. agency software systems) implementations of new groups as necessary Market new or renewal business with guidance from the risk advisor when necessary Participate in client meetings as necessary Refer business across all departments (i.e., property & casualty and personal lines) Attend and actively participate in agency service training meetings Enter activity and other relevant information into agency management systems and other software tools according to company procedures Follow all federal and state regulations and best practices for avoiding errors and omissions Continue professional development; pursue and maintain professional designations if applicable Requirements QUALIFICATIONS (Knowledge, Skills, & Abilities) A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 3 years in employee benefits or related field Active life & health insurance license Excellent oral and written communication skills Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively Self-starter who takes initiative to identify problems and lead by example Ability to work in a fast-paced environment Knowledge of AMS360 and ImageRight are a plus, but not required Proficiency in CRM software and Microsoft Office suite BEHAVIOR EXPECTATIONS A role model for North Risk Partners' core values, mission, and desired culture Demonstrate enthusiasm and a positive attitude Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders A team player who collaborates and works well with his/her coworkers A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners PHYSICAL REQUIREMENTS Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization Sit and a desk for extended periods of time and perform long hours of work sitting at a computer Move around office/building/facilities repeatedly throughout the day Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings Able to work a flexible work schedule, including overtime and potential evenings/weekends for events and meetings as needed TOOLS AND EQUIPMENT USED Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment WORK ENVIRONMENT The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee. This does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time. COMPENSATION AND BENEFITS The estimated base salary range for this full-time position is $55,000 - $72,000 annually, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting. We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Sr. Employee Benefits Account Manager for our Las Cruces, NM office. The Employee Benefits Account Manager is responsible for assisting the Employee Benefits Producer is producing new business while maintaining existing policies for the clients. Some of the responsibilities for the Sr. Employee Benefits Account Manager include: Acting as the primary contact between clients, prospect, agency, and producer Working hand-in-hand with the Producer to generate proposal presentations Maintaining positive relationships with the insurance carriers to satisfy the clients' needs and facilitate the processing of business Location: Colorado Springs or Denver, CO Hybrid schedule for qualified candidates Experience: 3-5 years of previous group employee benefits experience Education/Certification: Group I Life and Health Agent's license preferred Perks & Benefits: Generous employee benefits package which includes a robust wellness program Employee Ownership Opportunities Career progression opportunity - the potential for growth within the company Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

The Higginbotham University-Account Management Trainer is responsible for delivering ongoing training for all levels of Account Management, from entry-level account support roles to advanced Strategic Account Management. This role combines expert-level knowledge of employee benefits account management with strong facilitation and coordination skills to ensure consistent, high-quality learning experiences across the firm. The facilitator will conduct training both in person and virtually, collaborate with Subject Matter Experts (SMEs), and help maintain alignment with Higg U's standardized curriculum and best practices. Essential Tasks: Lead engaging, interactive training sessions for all levels of Account Management (AM101, AM201, AM301) Deliver training both in-person and via virtual platforms, ensuring participants remain actively engaged Apply real-world account management scenarios to reinforce learning Adapt delivery style and pace to suit different skill levels and learning styles Partner with Subject Matter Experts to coordinate their participation in training sessions Ensure Subject Matter Experts are prepared, equipped, and aligned with Higg U's curriculum and delivery standards Maintain training schedules, materials, and session records in coordination with the Higg U team Provide feedback on course effectiveness and recommend updates to improve training outcomes Stay current on industry trends, compliance changes, and best practices in employee benefits account management Collaborate with the Training Manager to identify training needs and create targeted learning experiences Consistently deliver engaging, high-value training sessions that enhance Account Management skills and confidence at every career stage Coordinate seamlessly with Subject Matter Experts, ensuring all content is relevant, accurate, and aligned with firm standards Serve as a trusted resource and go-to trainer for Account Management learning needs across the organization Core Competencies: Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction Dependability: Acknowledgment of the importance of being present and punctual. Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: Extensive experience in Employee Benefits Account Management (minimum 7+ years preferred) Proven ability to train, mentor, or coach professionals at varying career stages, from entry-level to strategic leadership roles Strong understanding of small, mid-market, and large group benefits, funding arrangements, ancillary products, and compliance requirements Exceptional communication and facilitation skills, both in-person and virtually Ability to coordinate multiple stakeholders, manage schedules, and maintain training quality Licensing and Credentials: Active Life & Health Insurance License (required) Systems: Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable Proficiency with virtual meeting platforms (Zoom, Teams) and LMS tools Physical Requirements: Ability to lift 25 pounds Repeated use of sight to read documents and computer screens Repeated use of hearing and speech to communicate on telephone and in person Repetitive hand movements, such as keyboarding, writing, 10-key Walking, bending, sitting, reaching and stretching in all directions Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact our team members or send unsolicited potential placements.

WHY NORTH RISK PARTNERS Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. At North Risk Partners, our #one TEAM lives out #one MISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #one TEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life. JOB SUMMARY We are looking for a proactive and customer-focused Employee Benefits Account Manager to serve as the primary point of contact for our clients. This position is responsible for supporting the sales team with the evaluation and management of employee benefits accounts and providing quality service to our clients. ESSENTIAL RESPONSIBILITES * Maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner * Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing * Collaborate with risk advisors to determine and meet client goals * Support Risk Advisors by exercising judgment and discretion to: * Analyze markets for competitive pricing and develop insurance solutions for current clients * Analyze quotes from carriers for accuracy * Review policy contracts to be certain information and coverages are accurate * Evaluate and prepare renewal comparisons and policy proposals * Resolve inquiries on service problems to ensure client satisfaction * Coordinate external (e.g. carriers) and internal (e.g. agency software systems) implementations of new groups as necessary * Market new or renewal business with guidance from the risk advisor when necessary * Participate in client meetings as necessary * Refer business across all departments (i.e., property & casualty and personal lines) * Attend and actively participate in agency service training meetings * Enter activity and other relevant information into agency management systems and other software tools according to company procedures * Follow all federal and state regulations and best practices for avoiding errors and omissions * Continue professional development; pursue and maintain professional designations if applicable Requirements QUALIFICATIONS (Knowledge, Skills, & Abilities) * A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 3 years in employee benefits or related field * Active life & health insurance license * Excellent oral and written communication skills * Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively * Self-starter who takes initiative to identify problems and lead by example * Ability to work in a fast-paced environment * Knowledge of AMS360 and ImageRight are a plus, but not required * Proficiency in CRM software and Microsoft Office suite BEHAVIOR EXPECTATIONS * A role model for North Risk Partners' core values, mission, and desired culture * Demonstrate enthusiasm and a positive attitude * Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders * A team player who collaborates and works well with his/her coworkers * A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners PHYSICAL REQUIREMENTS * Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds * Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently * Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization * Sit and a desk for extended periods of time and perform long hours of work sitting at a computer * Move around office/building/facilities repeatedly throughout the day * Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels * Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings * Able to work a flexible work schedule, including overtime and potential evenings/weekends for events and meetings as needed TOOLS AND EQUIPMENT USED Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment WORK ENVIRONMENT The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee. This does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time. COMPENSATION AND BENEFITS The estimated base salary range for this full-time position is $55,000 - $72,000 annually, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting. We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.

Full-time Description WHY NORTH RISK PARTNERS Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. At North Risk Partners, our #one TEAM lives out #one MISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #one TEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life. JOB SUMMARY We are looking for a proactive and customer-focused Employee Benefits Account Manager to serve as the primary point of contact for our clients. This position is responsible for supporting the sales team with the evaluation and management of employee benefits accounts and providing quality service to our clients. ESSENTIAL RESPONSIBILITES Maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing Collaborate with risk advisors to determine and meet client goals Support Risk Advisors by exercising judgment and discretion to: Analyze markets for competitive pricing and develop insurance solutions for current clients Analyze quotes from carriers for accuracy Review policy contracts to be certain information and coverages are accurate Evaluate and prepare renewal comparisons and policy proposals Resolve inquiries on service problems to ensure client satisfaction Coordinate external (e.g. carriers) and internal (e.g. agency software systems) implementations of new groups as necessary Market new or renewal business with guidance from the risk advisor when necessary Participate in client meetings as necessary Refer business across all departments (i.e., property & casualty and personal lines) Attend and actively participate in agency service training meetings Enter activity and other relevant information into agency management systems and other software tools according to company procedures Follow all federal and state regulations and best practices for avoiding errors and omissions Continue professional development; pursue and maintain professional designations if applicable Requirements QUALIFICATIONS (Knowledge, Skills, & Abilities) A combination of education and experience generally attained through a high school degree, bachelor's degree, and a minimum of 3 years in employee benefits or related field Active life & health insurance license Excellent oral and written communication skills Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively Self-starter who takes initiative to identify problems and lead by example Ability to work in a fast-paced environment Knowledge of AMS360 and ImageRight are a plus, but not required Proficiency in CRM software and Microsoft Office suite BEHAVIOR EXPECTATIONS A role model for North Risk Partners' core values, mission, and desired culture Demonstrate enthusiasm and a positive attitude Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders A team player who collaborates and works well with his/her coworkers A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners PHYSICAL REQUIREMENTS Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization Sit and a desk for extended periods of time and perform long hours of work sitting at a computer Move around office/building/facilities repeatedly throughout the day Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels Must possess valid driver's license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings Able to work a flexible work schedule, including overtime and potential evenings/weekends for events and meetings as needed TOOLS AND EQUIPMENT USED Incumbents must be able to use telephones, calculators, copy machines, computers, printers, and other office equipment WORK ENVIRONMENT The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee. This does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time. COMPENSATION AND BENEFITS The estimated base salary range for this full-time position is $55,000 - $72,000 annually, plus benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company's good faith and reasonable estimate of the range of possible compensation at the time of posting. We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. North Risk Partners is growing which means your career can too. #one TEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.