Employee Benefits Account Manager

Employee Benefits Account Manager/CSR - Our client is an Independent Agency in located near the Loveland/Fort Collins area and is hiring on either a Direct Hire or Contract to Hire basis to work a hybrid schedule. For consideration, please apply online or email resume to talent@activatestaffing.com

Job Description

Employee Benefits Account Manager/CSR

Our client is a reputable independent insurance agency in Northern Colorado and is looking for an experienced Account Manager/CSR.

Essential Functions & Responsibilities:

  • Assist and coordinates Benefits Management and Account management with prospect and existing client presentations, client system maintenance, and communications.
  • Coordinates and prepares presentations and other communications, correspondence and documentation pertaining to prospects/clients
  • Provides support to producer, coordinating renewals, follow-up, assisting in all aspects of sales support.
  • Provide day to day service to clients’ employees addressing billing issues, claim issues, questions, benefits, etc. Provide responses to the client and/or employee in a timely manner.
  • Provide quality assurance for prepared Benefits materials (proposals, etc.)
  • Handle Individual and small Benefits accounts as assigned.
  • Develop comprehensive understanding of benefit products, services and processes offered by appropriate insurance carriers.
  • Maintain accuracy of benefit and client information and other assigned documentation.
  • Utilize company computer systems and software tools to manipulate, correct, develop, and maintain information and customer service.
  • Any other tasks as assigned

Required Experience:

  • Colorado Life & Health license
  • 2+ years as a Employee Benefits CSR or Employee Benefits Account Manager
  • Excellent Customer Service Skills
  • EPIC experience preferred

Salary & Benefits:

Salary range for this role is $50k - $70k annually, depending on experience. Benefits include 401k, Health Insurance, and Paid Time Off.

Salary and benefits information is being included in this job posting in accordance with Colorado state law.

About Activate Staffing LLC

The Resource for Insurance Professionals
Activate Staffing is a premier staffing firm specializing in the Insurance Industry. Our staff is comprised of the best Insurance and Staffing professionals in the industry to fill the staffing needs of Insurance Companies, TPAs, Self-Insured Entities, and Retail and Wholesale Agencies and Brokerages. We have the breadth of knowledge and the skills needed to successfully match top-notch talent with highly rated companies. Give us a call, and Expect the Best!

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Job Summary

  • Job ID


  • Category


  • Location

    Windsor, CO

  • Order Type

    Direct Hire

  • Contact Phone

    (855) 228-7823 x103

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