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Account Manager – Employee Benefits

Locations: West Des Moines, IA, or Cedar Rapids, IA  (Hybrid)

What You'll Do

As an Employee Benefits Account Manager, you'll oversee a portfolio of fully insured employee benefits clients while serving as their trusted advisor and primary day-to-day resource. You'll partner closely with producers, insurance carriers, and internal teams to ensure clients receive proactive service, strategic guidance, and seamless support throughout the policy lifecycle.

Key Responsibilities

• Manage an assigned portfolio of employee benefits accounts while delivering proactive, high-quality client service.

• Serve as the primary point of contact for clients, producers, carriers, and internal service teams, responding promptly to questions and requests.

• Build trusted relationships with clients by understanding their business objectives and delivering customized service solutions.

• Coordinate policy administration, renewals, enrollments, documentation, and ongoing account maintenance.

• Maintain accurate policy records, client files, billing information, and renewal documentation within agency systems.

• Collaborate with internal specialists, including Claims, Legal, Safety, Marketing, and Technology teams, to deliver comprehensive client solutions.

• Assist with marketing efforts, carrier negotiations, benefit plan placement, and renewal strategies in accordance with agency workflows.

• Prepare reports, presentations, and supporting materials for client meetings and annual benefit reviews.

• Stay informed on employee benefits legislation, carrier products, compliance requirements, and industry trends.

• Identify opportunities to improve internal processes, increase efficiency, and enhance the overall client experience.

• Travel periodically to client locations, carrier meetings, and regional offices as business needs require.

Qualifications

• High school diploma or GED.

• Experience managing a book of Employee Benefits insurance accounts.

• Active Life & Health (L&H) Insurance License.

• Previous customer service or account management experience.

• Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint.

• Strong organizational skills with exceptional attention to detail.

Preferred

• Associate's or Bachelor's degree.

• Experience working with an agency management system or CRM, preferably EPIC.

• Insurance agency or brokerage experience.

What Makes You Successful

We're looking for someone who enjoys solving problems, building relationships, and delivering exceptional client experiences. Successful candidates will demonstrate:

• Strong analytical, critical thinking, and problem-solving abilities.

• Excellent communication and interpersonal skills.

• The ability to manage multiple priorities while consistently meeting deadlines.

• A collaborative mindset balanced with the ability to work independently.

• High levels of professionalism, integrity, and confidentiality.

• Adaptability and resilience in a fast-paced, client-focused environment.

• Initiative, accountability, and a commitment to continuous improvement.

Benefits Include

• Annual performance bonus

• Medical, dental, vision, life, and disability insurance

• 401(k) with company contributions

• Responsible Time Off (RTO) program with flexible paid time off plus 11 paid holidays

• Paid Volunteer Time Off and charitable donation matching

• Tuition reimbursement and paid professional certifications, licenses, and designations

• Employee Assistance Program (EAP)

• Wellness program with financial incentives

• Hybrid work schedule