Account Manager (Benefits) - Medicare and Individual Health

Recognized nationally as a Top Workplace and Top 100 US Insurance Agency!

Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 65,000 clients, from small businesses to major national accounts across various industries. With a team of more than 490 professionals and partnerships with over 150 insurance companies, we are the 48th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It’s an exciting time to join our growing firm!

Benefits Account Manager - Medicare and Individual Health:

As a Benefits Account Manager for Medicare and Individual Health you will handle the ongoing service needs for clients and help our Agent Owners build long-term relationships. Serving as the customer’s sounding board and liaison for insurance needs you will help prepare, delivery and maintain their custom insurance programs.

Major Responsibilities: • Build and maintain strong relationships with clients and Agent Owners • Handle customer service and items relating to coverages and claims. • Organize and prioritize workflows for assigned book(s) of business • Provide expert professional support to our Agent Owners and help grow and retain business • Assist with client management system and support administrative tasks and marketing projects • Identify opportunities to promote and enhance coverage based on customers’ needs • Assist with special projects as needed

Knowledge, Skills and Abilities:
• Prefer a minimum of 2 to 3 years’ experience in Benefits client service
• Enjoy working with people and making a difference
• Strong organizational and time management skills
• Ability to quickly change priorities in a fast paced environment
• Above average verbal and written communication skills
• Well versed with technology and various computer systems

Other Requirements: • Life and Health License or willing to obtain. • Must have Medicare and Individual Health Certifications. • Proficient in Excel, Powerpoint and Word. • Knowledge of the various regulatory issues (ERISA, COBRA, HIPAA) and various state and federal regulations or willing to learn. • Applied EPIC experience preferred.

EEO/AA Statement: Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Attention to all Recruiting Agencies: Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job postings, our employees or any other part of our company.

Apply Job!