Employee Benefits Account Manager

Join the Phelan Insurance Agency Inc, a distinguished name in the industry, offering a dynamic and rewarding career opportunity as an Employee Benefits Account Manager. Nestled in the heart of Versailles, Ohio, our company promises a nurturing work environment that balances professional growth and personal well-being through its hybrid remote work model. We are committed to fostering a positive and inclusive workplace, encouraging each team member to thrive and contribute to our collective success. With us, you'll manage a diverse range of employee benefits accounts, providing exceptional and personalized customer service that aligns with our values. If you are enthusiastic about delivering outstanding client experiences and eager to be part of a dedicated team, Phelan Insurance Agency Inc welcomes you to apply and embark on a fulfilling journey with us!

Salary Range: $60,000.00 - $72,000.00 per year

Annual Base Salary + Bonus Opportunities

Experience: Minimum of 3 years in customer service with a focus on benefits management or a related field.

Educational Background: A bachelor's degree in business, human resources, or a related discipline is highly recommended.

Skills: Strong analytical and problem-solving skills with excellent verbal and written communication abilities.

Knowledge: Familiarity with employee benefits programs and insurance products is essential.

Ability to multitask: Demonstrated ability to manage multiple client accounts and projects concurrently.

Tech Savvy: Proficiency in Microsoft Office Suite and experience with customer management software.

Licenses & Certifications: An Ohio life and health insurance license is preferred.

Interpersonal Skills: A client-focused approach with a strong ability to build lasting relationships.

Adaptability: Willingness to work in a dynamic, hybrid remote environment.

Client Interaction: Engage with clients to address their questions regarding employee benefits.

Plan Management: Oversee and manage employee benefits plans, ensuring accuracy and compliance.

Relationship Building: Develop strong relationship ties with clients to maintain a high satisfaction level and long-term collaboration.

Communication: Clearly communicate any updates and changes in benefits plans to clients, ensuring they have all necessary information.

Problem Resolution: Act as the liaison between clients and insurance carriers to resolve any issues that may arise.

Continuous Improvement: Stay up-to-date with industry developments and proactively suggest improvements to client benefits offerings.