Employee Benefits Account Manager

4 weeks ago

Waterloo, Ontario, Canada Patriot Growth Insurance Services Full time

About PDCM, A Division of Patriot Growth Insurance Services: With a rich history spanning over a century, Patriot Growth Insurance Services combines experience and innovation to deliver a unique approach to risk management and insurance. Our team of experts uses a personalized Risk Reduction Approach to assess clients' needs and create tailored plans for their families or businesses. Our commitment to serving the community has enabled us to become one of the most successful independent insurance agencies and consulting firms in Iowa.

Position Overview: We are seeking an experienced Employee Benefits Account Manager to join our growing team. This position is responsible for supporting the sales process by providing prompt and courteous customer service to current and prospective clients. The Employee Benefits Account Manager maintains accurate documentation and records of client policies and activities through established processes and workflows. Additionally, this position participates in the account review process.

Work Arrangement: This is a full-time, hybrid position reporting to our office located in Waterloo, IA. Computer equipment will be provided by the company upon hire.

Key Responsibilities:

  • Customer Service and Support: Respond to phone calls and emails from clients, carriers, and/or producers regarding policy changes, requotes, certificate requests, and renewal information. Follow established procedures in answering questions, educating clients, researching claim issues, troubleshooting problems, submitting information to carriers, responding to clients, and updating systems. Handle escalated client complaints and interface with client contacts, producers, carriers, and/or other representatives as needed. Process account changes, policy transfers, rewrites, cancellations, and the creation of new policies through established procedures and technical workflows.
  • Teamwork and Collaboration: Build and develop positive relationships with clients and carriers. Maintain and develop relationships within Patriot Growth Insurance Services through effective team interaction, asking questions, and sharing ideas and knowledge.
  • Systems and Workflow: Navigate various sources of information, gather necessary data, and input data into appropriate systems. Follow established procedures and technical workflows.
  • Organization: Collect data and arrange information in a professional, presentable, and accurate format. Prepare client applications, quotes, insurance renewals, and meeting packets.
  • Documentation Creation and Material Coordination: Prepare insurance renewals and provide quotes for proposals. Provide applications and collaborate with clients to ensure accuracy. Collect and organize data, arrange information in a professional, presentable manner with a high level of attention to detail, and ensure producers have this information available for client meetings.
  • Sales Support: Cross-sell various products to existing clients to round out accounts and increase client retention rates. Utilize retention strategies such as sending thank-you notes to clients to build and maintain positive client relationships.

Requirements and Qualifications:

  • Associate's degree in business, communications, or a related field or equivalent experience.
  • Strong verbal and written communication skills.
  • Experience working in a customer service role or support capacity in an insurance agency.
  • Obtainment and maintenance of State of Iowa position-relevant insurance licenses.
  • Proficiency with Microsoft Office suite, including Outlook, Word, Excel, and PowerPoint.
  • Proficiency with database software and website navigation.
  • A passion for being part of a team that drives our company to industry leadership.

About Patriot Growth Insurance Services: Patriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We are ranked as the 24th largest broker in the U.S. by Business Insurance and have been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, our collaborative model delivers resources and strategic support to our agencies. We create true alignment with our partner agencies, and our operating philosophy fosters enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members, and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

  • Medical, Dental, and Vision Benefits
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
  • Company-paid Short-Term Disability, Long-Term Disability, and Group Term Life
  • Company-paid Employee Assistance Program
  • Paid Parental Leave
  • Paid holidays
  • Personalized PTO
  • 401(k)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time.

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