Benefits Account Manager

Since 1978, Lee Agency has grown from a two-person crop insurance company to a full-service agency specializing in insurance for agriculture, senior living communities, commercial businesses, employee benefits and churches. Our clients span the nation, and we are proud to serve them in over 17 states.

Our organization thrives on three core principles: Work Hard, Tell the Truth and Have Fun. These principles serve as the foundation of our company and our people.

Why would you want to work at Lee Agency when you can work anywhere else?

Our Culture!

• Core Values: Work Hard, Tell the Truth, and Have Fun
  
• Hospitality & Respect
  
• Family-feel, team-oriented
  

Our Benefits!

• Employer-matching retirement plan
  
• Eligible for 4 weeks paid time off within first year
  
• Time off for volunteering and ministry
  
• Health, dental, vision, and short-term disability insurance
  
• 8 paid holidays
  
• Quarterly family and employee events
  

The Benefits Account Manager role is to oversee a portfolio of assigned customers, develop new business from existing clients, actively seek new client opportunities and process all claims for the selected business unit. Account management responsibilities include developing strong relationships with customers, connecting with key business executives and stakeholders and preparing sales reports. Benefits Account Managers answer client queries, identify new business opportunities among existing customers and follow through with processing. In this role, you will liaise with cross-functional internal teams (including Customer Service and Product Development departments) to improve the entire customer experience. This position may require travel.

Essential Functions

This following list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities based on business necessity. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

• Serve as the lead point of contact for all customer benefits account management matters
  
• Build and maintain strong, long-lasting client relationships
  
• Negotiate contracts and close agreements to maximize profits
  
• Develop trusted advisor relationships with key accounts, customer stakeholders and executives
  
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives
  
• Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
  
• Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
  
• Forecast and track key account metrics (e.g., quarterly sales results and annual forecasts)
  
• Prepare reports on account status
  
• Participate in company Marketing initiatives that affect the growth of the Company
  
• Collaborate with sales team to identify and grow opportunities within territory
  
• Assist with challenging client requests or issue escalations as needed
  
• Renewals
  
• All other duties as assigned
  

Maintain effective communication with team members and support the culture of the Company, honoring our core values of Tell the Truth, Work Hard, Have Fun!*

Education & Experience

The following are the minimum requirements for the position, which may be satisfied by an equivalent combination of education and experience.

• Previous experience in Benefits administration preferred, but not required
  
• Licensure in Life & Health preferred, but not required
  
• Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
  
• Excellent computer proficiency (MS Office - Word, Excel and Outlook)
  
• Proven work experience as a Benefits Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role
  
• Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
  
• Solid experience with CRM software (e.g., Pipedrive, Asana, etc.) and MS Office (particularly MS Excel)
  
• Experience delivering client-focused solutions to customer needs
  
• Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
  
• Excellent listening, negotiation and presentation abilities
  
• Strong verbal and written communication skills
  
• BA/BS degree in Business Administration, Sales or relevant field
  
• Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
  
• Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices
  
• Demonstrated high level of attention to detail
  

Professional Licensure

The following are minimum requirements for the position.

• The Benefits Account Manager will be expected to complete professional licensure, designation or certification as appropriate. Licensures to include Life & Health.
  

Knowledge, Skills & Abilities

The following are the minimum requirements for performing the essential functions of the position.

• Professional verbal and written communication skills with the ability to effectively present information to a group or one-on-one.
  
• Ability to professionally and enthusiastically represent the Company.
  
• Creative thinker.
  
• Effective time manager with strong organizational skills with the ability to successfully prioritize multiple projects and meet tight deadlines.
  
• Proficiency in Microsoft Office Suite, including Word, Outlook and Excel.
  
• Ability to work outside regular business hours, including evenings and weekends on an occasional basis.
  
• Possession of a valid driver�s license and proof of insurance and liability coverage included in his/her personal auto insurance policy.
  
• Must be able to perform the duties of their position in the event they are required to operate a company vehicle and driving record must meet the requirements of the company auto insurance policy.
  

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle, or feel; and talk or hear. The employee is frequently required to stand, walk and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include the ability to regularly read from a computer, tablet or smartphone device; and to frequently operate a motor vehicle when traveling for business.
  

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

• This position operates in a fast-paced, business-casual office environment with a moderate noise level. The employee is occasionally exposed to outdoor weather conditions throughout the year during work-related travel.
  

Travel

• This position requires you to travel frequently, including out-of-town, overnight and air travel for promotional events, training and industry-specific opportunities.