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