What are the responsibilities and job description for the Employee Benefits Client Associate position at Ross & Yerger Insurance, Inc.?
Looking for a Career and not just a job? Come join a Top 100 independent insurance agency working from our Jackson, MS headquarters or our Tupelo office. The Employee Benefits Client Associate supports the Employee Benefit Department in all aspects of new business placement, renewal, and service throughout the policy term. You’ll be learning from the best and developing ongoing relationships with clients, overseeing their coverage program, fulfilling client requests, and assisting Client Managers and Producers as needed in disseminating benefit information to potential and existing group clients.
Duties And Responsibilities
Every day will look a little different depending on team and client needs. Here is a snapshot of the work you can typically expect to be involved with:
Since 1860, Ross & Yerger, a Top 100 Independent Insurance Agency headquartered in Jackson, MS, has had an unwavering commitment to meeting the needs of its employees, clients, and community. As a perennial “Best Place to Work” organization and one of Mississippi’s healthiest workplaces, we nurture a culture of continuous learning, professional development, and career advancement. It’s in that spirit that we also share profits and ownership with all employees through our ESOP plan in addition to offering tremendous benefits including competitive compensation, comprehensive health and welfare benefits, continuing education reimbursement and generous Paid Time Off.
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Duties And Responsibilities
Every day will look a little different depending on team and client needs. Here is a snapshot of the work you can typically expect to be involved with:
- Respond to requests for assistance on existing coverage and/or new policies.
- Obtain and process enrollment forms, change forms or benefit summaries as determined by client need.
- Facilitate renewals and new business as directed by the Department Manager.
- Demonstrate knowledge in rating applications and procedures for all types of group policies. Use web sites to obtain information as necessary to assist clients.
- Demonstrate understanding of employee benefit programs and coverage and the ability to communicate effectively with potential and existing clients (and their employees) regarding these benefit programs.
- 4-year college degree preferred. Life & Health License required within 6 months of employment and satisfactory employment record.
- Minimum two years’ experience in employee benefits, customer service or similar position.
- Proficiency in both verbal and written forms of communication. Experience using Microsoft Word, Excel, and PowerPoint.
- Must be self-starter, able to self-manage workload to ensure group accounts are satisfied with Ross & Yerger and their insurance carriers
- Must be detail oriented, charismatic, professional, and eager to learn and become a Client Manager.
- Ability to work in a fast-paced, multi-tasking and deadline sensitive environment.
Since 1860, Ross & Yerger, a Top 100 Independent Insurance Agency headquartered in Jackson, MS, has had an unwavering commitment to meeting the needs of its employees, clients, and community. As a perennial “Best Place to Work” organization and one of Mississippi’s healthiest workplaces, we nurture a culture of continuous learning, professional development, and career advancement. It’s in that spirit that we also share profits and ownership with all employees through our ESOP plan in addition to offering tremendous benefits including competitive compensation, comprehensive health and welfare benefits, continuing education reimbursement and generous Paid Time Off.
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