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Role Description

FNIC is seeking a “benefits guru” to join our team as an Account Manager II, Employee Benefits who will work with brokers and carriers to provide exceptional service to our clients.

• Effectively and independently manage customer service accountabilities on an Employee Benefits book of business less than $700,000 in commission income
• Assist producer in development of service plan for assigned accounts; and coordinate and monitor the service plan as needed
• Responsible for file setup and quotes for groups between 2 and 100 lives
• Knowledgeable of all group products plan designs and rating procedures for a book of business below $700,000 in commission income
• Assist producers in preparation of enrollment materials and presentations and attend client meetings and benefit fairs
• Complete servicing of accounts, including but not limited to utilizing standard proposals, spreadsheets and Power Point presentations, depending upon which product is quoted
• Review policies upon receipt in accordance with agency procedures for timely customer service
• Review all applications and policies for accuracy and completeness and take an active role in completing all carrier requirements to implement policy
• Manage renewal process according to agency procedures; review quotes, prepare proposals
• Promptly respond to customers’ questions and/or requests for assistance
• Communicate all necessary information to producers, clients, carriers and any other agency team members servicing the account
• Maintain the electronic account file and fully incorporate the capabilities of the agency management system into daily workflow
• Prioritize workload to consistently meet objectives and request assistance from management when necessary
• Perform quality reviews as requested by management, and comply with requirements of quality programs
• Follow agency and department procedures as outlined by management
• Maintain effective working relationships with clients to support business retention and accompany producer to client meetings as necessary
• Maintain effective working relationships with insurance company representatives and attend carrier meetings as necessary
• Ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI)
• Maintain, develop, and pursue technical knowledge through newsletters, bulletins, seminars, trade publications or other educational opportunities
• Maintain regular and consistent attendance
• Any other special projects and duties as assigned

Qualifications

• Valid Driver’s License
• Resident Life, Accident & Health Agent License
• High School Diploma or equivalent
• 2–4 years of direct Employee Benefits Account Management experience
• Experience servicing employee benefits accounts, including knowledge of plan designs and proposal processes
• Experience working with Fully Insured and Level Funded plans

Requirements

• Excellent verbal and written communication skills
• Strong organizational skills with the ability to manage multiple priorities
• Proficiency in Microsoft Office (Word, Excel), email systems, and agency management/automation software
• High level of professionalism and respect for confidentiality
• Ability to build and maintain effective working relationships with internal team members and external partners

Benefits

• Market-competitive compensation packages that reflect your experience, expertise, and the value you bring to our clients and teams
• Health, dental, and vision insurance, HSA with employer contributions, 401(k) match, employer-paid disability coverage, and life insurance
• Freestyle time-off approach removes PTO banks and offers flexible telecommuting options
• Encouragement to dress in a way that helps you feel comfortable and confident
• Support for continuous learning through tuition reimbursement, training opportunities, and career growth paths across FNIC
• Access to mental health support through our EAP, virtual fitness classes, in-office gym access (Omaha), and a culture that prioritizes connection, fun, and collaboration