An environment that fosters growth.

A company is only as good as the people behind it. At Jones Insurance Agency, we are always interested in meeting talented individuals with a strong desire to help. An ideal employee is one who wants to progress his/her career and to make a difference not only in our agency, but also the community in which they live. At Jones, we are a family-centered employer and we believe that employees are part of that family.

Group Benefit Client Manager

Reports to: Group Benefits Department Manager

FLSA Status: Non-exempt

Revised: May 2020

SUMMARY

Assists in the production of new accounts and the retention of existing insurance and group benefits accounts. Provides prompt, efficient, friendly, high-quality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our “Client-first” service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties.

 

KNOWLEDGE, SKILLS AND ABILITIES

  • Ability to discuss, support and sell insurance products in states where the agency functions
  • Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel, and Outlook), Applied EPIC, etc.
  • Must be an assertive self-starter with the ability to influence others.
  • Must excel at being client focused and able to work in a team-oriented environment
  • Should have demonstrated effective presentation skills through both verbal and written communications.

 

PREFERRED REQUIREMENTS

  • NC Department of Insurance Life and Health License
  • Two (2) years education beyond high school
  • Five (5) years experience working specifically in Group Benefits

 

WORKING CONDITIONS

  • General office setting Monday – Friday 8:00 – 5:00 with flextime available
  • Fast-paced multi-tasking team environment
  • Occasional travel may be required

 

GENERAL

  • This job description is intended to describe the level of work required of the person performing the job.
  • Essential functions are outlined; other duties may be assigned as needs arise or as required to support the agency’s business needs.
  • This description is not intended as a contract and is subject to unilateral change and revision by management.
  • Any written contractual agreements will supersede this job description.
  • All requirements may be modified to reasonably accommodate physically or mentally challenged employees.