Employee Benefits Account Manager
TrueNorth Companies, L.C., West Des Moines, IA, United States
Are you a detail-oriented problem solver who thrives on building strong client relationships? TrueNorth is seeking an
Account Manager
to join our Employee Benefits team in either Cedar Rapids, IA, or 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.
What TrueNorth Offers
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
Essential Job Functions
Manage a book of business with a proactive client service approach, ensuring all deadlines and service standards are met
Serve as a primary point of contact for clients, producers, and service teams; respond to questions regarding policies and services
Build and maintain strong relationships with clients, carriers, and internal partners
Maintain accurate records of policies, renewals, payments, and related documentation
Stay current on industry trends, regulations, tools, and resources to effectively advise and support clients
Coordinate firm resources (Claims, Legal, Safety, Marketing, Technology, etc.) to deliver on client needs and purchased services
Assist with marketing, placement, and renewal of new and existing business in accordance with established workflows
Support client lifecycle projects, including preparing materials for recurring client meetings
Identify opportunities to improve efficiency and enhance the overall client experience
Travel to client sites, carrier meetings, and regional offices as needed; perform other duties as assigned
Credentials
High School diploma or GED required.
Two or four-year degree preferred.
Experience in managing a book of Employee Benefits accounts required
Proficient with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
Prior customer service experience required.
One year of experience with agency management system or CRM preferred, preferably EPIC.
L&H license required
Skills
Strong analytical and critical thinking skills with the ability to solve problems effectively.
Highly collaborative while also capable of working independently with focus and determination.
Demonstrates professionalism, confidentiality, and a strong work ethic in all situations.
Organized and detail-oriented, with the ability to prioritize tasks and manage time efficiently.
Flexible and adaptable, maintaining positivity and focus in a fast-paced environment.
Self-motivated with proven leadership skills and the ability to guide others toward success.
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 under local, state or federal laws.
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Account Manager
to join our Employee Benefits team in either Cedar Rapids, IA, or 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.
What TrueNorth Offers
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
Essential Job Functions
Manage a book of business with a proactive client service approach, ensuring all deadlines and service standards are met
Serve as a primary point of contact for clients, producers, and service teams; respond to questions regarding policies and services
Build and maintain strong relationships with clients, carriers, and internal partners
Maintain accurate records of policies, renewals, payments, and related documentation
Stay current on industry trends, regulations, tools, and resources to effectively advise and support clients
Coordinate firm resources (Claims, Legal, Safety, Marketing, Technology, etc.) to deliver on client needs and purchased services
Assist with marketing, placement, and renewal of new and existing business in accordance with established workflows
Support client lifecycle projects, including preparing materials for recurring client meetings
Identify opportunities to improve efficiency and enhance the overall client experience
Travel to client sites, carrier meetings, and regional offices as needed; perform other duties as assigned
Credentials
High School diploma or GED required.
Two or four-year degree preferred.
Experience in managing a book of Employee Benefits accounts required
Proficient with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
Prior customer service experience required.
One year of experience with agency management system or CRM preferred, preferably EPIC.
L&H license required
Skills
Strong analytical and critical thinking skills with the ability to solve problems effectively.
Highly collaborative while also capable of working independently with focus and determination.
Demonstrates professionalism, confidentiality, and a strong work ethic in all situations.
Organized and detail-oriented, with the ability to prioritize tasks and manage time efficiently.
Flexible and adaptable, maintaining positivity and focus in a fast-paced environment.
Self-motivated with proven leadership skills and the ability to guide others toward success.
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 under local, state or federal laws.
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