Account Manager
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EVANS NATIONAL
Oklahoma City, OK, US
Summary
The Account Manager will serve as the primary point of contact for client accounts, managing their employee benefits needs and fostering strong relationships. They will also collaborate with internal teams to deliver benefits solutions, conduct client reviews, and facilitate employee education sessions.
Job Description
Job Details: Job Location: Location - Oklahoma City, OK, Salary Range: Undisclosed, Salary Range: $55-$75k
Company Overview: Evans National is a leading provider of employee benefits solutions dedicated to helping businesses of all sizes thrive. We specialize in tailoring comprehensive benefits packages to meet the unique needs of each client, ensuring their employees are supported, engaged, and motivated. Our commitment to excellence and innovation sets us apart in the industry, making us the preferred partner for businesses seeking to attract and retain top talent.
Position Overview: We are seeking an experienced and dynamic Employee Benefits Account Manager to join our team. The ideal candidate will be responsible for managing a portfolio of client accounts, serving as the primary point of contact for all their employee benefits needs. This role requires a deep understanding of benefit programs, exceptional communication skills, and the ability to build strong relationships with clients and internal teams.
Key Responsibilities:
Develop and maintain strong relationships with clients, acting as their trusted advisor for all employee benefits-related matters.
Serve as the main point of contact for client inquiries, escalations, and issue resolution, ensuring timely and effective communication.
Conduct regular reviews of client accounts to assess satisfaction levels, identify opportunities for improvement, and recommend appropriate solutions.
Collaborate with internal teams, including sales, underwriting, and customer service, to ensure seamless delivery of benefits solutions and exceptional service to clients.
Stay up-to-date on industry trends, regulatory changes, and best practices in employee benefits to provide informed guidance and recommendations to clients.
Assist clients with plan design, renewal negotiations, and implementation of new benefits offerings, leveraging insights and data analysis to drive strategic decisions.
Coordinate and conduct employee education sessions, open enrollment meetings, and other relevant events to promote understanding and utilization of benefit programs.
Prepare and deliver regular reports and presentations to clients, summarizing key metrics, trends, and performance indicators.
Benefits:
Competitive salary commensurate with experience
Comprehensive benefits package, including life, health, dental, and vision insurance
Retirement savings plan with employer match
Paid time off and flexible work arrangements
Professional development opportunities
Collaborative and inclusive work environment
Qualifications:
Bachelor's degree is preferred but not required.
Minimum of 3-5 years of experience in employee benefits management or related field, with a proven track record of success in client-facing roles.
Strong understanding of various benefit programs, including health insurance, retirement plans, and voluntary benefits, along with knowledge of relevant regulations and compliance requirements.
Excellent interpersonal skills, with the ability to build rapport, communicate effectively, and influence stakeholders at all levels.
Exceptional organizational and time management abilities, with a keen attention to detail and the ability to manage multiple priorities simultaneously.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with benefits administration software preferred.
Industry certifications such as CEBS, PHR, or SHRM-CP are a plus.
At Evans National, we are a fast-growing independent insurance agency dedicated to helping businesses secure the most effective employee benefits and commercial insurance solutions. We partner with companies to simplify the complexities of insurance, making the process seamless for both employers and their employees. As insurance costs rise and policies become more complex, we provide expert guidance and tailored strategies to ensure optimal coverage and value. Our success is driven by our commitment to recruiting and retaining top-tier talent, allowing us to deliver exceptional service and innovative insurance solutions.
Founded
2019
Company size
11-50 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Oklahoma City, Oklahoma
At Evans National, we are a fast-growing independent insurance agency dedicated to helping businesses secure the most effective employee benefits and commercial insurance solutions. We partner with companies to simplify the complexities of insurance, making the process seamless for both employers and their employees. As insurance costs rise and policies become more complex, we provide expert guidance and tailored strategies to ensure optimal coverage and value. Our success is driven by our commitment to recruiting and retaining top-tier talent, allowing us to deliver exceptional service and innovative insurance solutions.
Founded
2019
Company size
11-50 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Oklahoma City, Oklahoma