Client Account Manager

Client Account Manager

• DCI-Clientserv is a family-owned, independent insurance agency specializing in employer benefits. We are looking to add a Client Account Manager to our team. This opportunity is for individuals with a wide range of experience. If your skills are building relationships and problem solving, this is an exceptional career opportunity. We have a long tradition of accommodating our employees and being a family-friendly employer, which has led to our average employee being at DCI for over 20 years.
• This role is ideal for someone who thrives in a fast-paced, detail-oriented environment and enjoys balancing client communication with administrative precision. You would be joining a team that prides themselves in top-notch customer service.

Benefits

· Health Insurance

· Dental Insurance

· Vision Insurance

· Employer paid Long Term Disability

· Employer paid Life Insurance

· Voluntary/Optional Life Insurance

· Employer HSA Contribution

· Paid Holidays

· Shortened Summer Work Week

· Salary opportunity to earn discretionary bonuses

· Paid Time Off (PTO)

· Business Casual Environment

· Weekends Off

· Holidays Off

· 401K Plan with Employer Contribution

Responsibilities

• Service existing clients with NO expectation of selling the clients any additional lines of products or services.
• Promptly respond to client emails and phone calls while providing exceptional customer service.
• Work with vendor partners to obtain quotes for client meetings.
• Prepare open enrollment and new hire materials for meetings, requiring proficient knowledge in Microsoft Word, Excel and Adobe PDF.
• Process vendor changes for groups that switch carriers, working closely with admin contacts and vendor partners to obtain and submit required paperwork.
• Maintain and update internal data systems, including: Employee Navigator, Benefits Guide, and internal server files.
• Answer incoming phone calls on a multi-line system, as needed.
• Resolve client billing and employee claim issues, as needed.
• Other administrative and teamwork duties as assigned.

Requirements

• Enjoy learning and working with people. Once trained, you will be able to work independently with high-level supervision.
• Strong multi-tasking, follow-thru and follow-up skills with accountability for completing tasks.
• Exceptional organizational skills with the ability to manage multiple accounts and deadlines.
• Proven ability to prioritize tasks in a fast-paced environment.
• Professional and confident communication skills (written and verbal).
• Strong email etiquette and responsiveness.
• Accurate data entry skills with high attention to detail.
• Intermediate proficiency with Microsoft Word, Outlook and Excel (document creation, formatting, email management, calendaring).
• Strong ability to navigate multiple computer systems and screens simultaneously.
• Experience with CRM systems and/or benefits administration platforms, specifically Employee Navigator is a major plus.
• Adaptability to new systems and processes.
• Experience in employee benefits, insurance, or HR-related fields.
• Have current Health and Life Insurance License or be willing to obtain.

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Education:

• Associate (Preferred)

Work Location: In person

Salary : $65,000 - $75,000