Employee Benefits Account Manager (Group Benefits, Ltd.)



Accounting & Finance, Sales & Business Development
Urbandale, IA, USA
Posted on Thursday, June 1, 2023

Job Title: Employee Benefits Account Manager

Department/Agency: Group Benefits, Ltd.

Location: Urbandale, IA

About Us:

Group Benefits, Ltd. An Acrisure Partner is one of the Midwest's leading health insurance general agencies. GBL is focused on diversification and growth - both for the agents we work with and our own company. We work with more than 2,500 independent agents to help them achieve sales and business growth. In addition, our staff has consulted with more than 3,000 employer groups and 70,000 individuals on their health insurance and benefits.

GBL offers employees a fun and team-oriented work environment, and a competitive and flexible benefits package, including group health, dental, and vision insurance; health savings accounts; long-term disability insurance; optional life insurance; 401(k) plan; discounted gym memberships; and paid time off. GBL is an equal opportunity employer.

We are currently looking to add to our team an exciting opportunity as an Individual L1 Account Manager.

Essential Duties and Responsibilities:

  • Assist agents with questions, concerns, applications and forms relating to current and potential clients via phone, email and face-to-face meetings when needed.

  • Scrub and submit applications, cancellation, bank changes, AOR’s and any other documentation an agent sends in for submission that goes to the carriers.

  • Help create guides, emails and tools to assist agents in MA/PDP certification, FFM testing, and Agent Certification and other useful material.

  • Gather and distribute breaking information regarding the insurance market for weekly webinars, email blasts, and social media outlets

  • Onboarding for new agents, assist with information and questions relating to new carriers websites and processes.

  • Promoting additional carriers to agents who are not contracted/or moving a book of business while interacting with agents.

  • Review incomplete activities from processing team or commission’s area and resolve so cases are issued / policy changes are completed/ commissions are paid; process returned applications and follow up with agent once completed.

  • Create specified segment(s) for Agent Training for GBL University

  • Sit with new GBL employees and update them with what the L1 Ind team does

  • Process AOR changes and update LINK for commissions team

  • Routinely check and update the GBL Agent portal for updated applications, forms, and information regarding the Individual Market / Carriers.

  • Assist with agents meeting random Wellmark Compliance Audits and Wellmark annual certification.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

  • Bachelor’s degree is preferred or the recognized equivalent in education and experience, required

  • Health Insurance License within 6 months of hire

  • Minimum 2 years’ experience working in the insurance industry​

Technology Skills:

  • Proficiency in Microsoft Office applications (Word, PowerPoint, Outlook)

  • High comfort level with Excel

Other Qualifications:

  • Detail-orientated

  • Thorough understanding of complex group insurance terms, products, and strategies.

  • Ability to contribute to a collaborative environment by consistently demonstrating a positive attitude and effort in order to achieve goals and objectives

  • Demonstrate effective written and verbal communication, including the ability to actively listen and problem solve with minimal assistance

  • Attention to detail and commitment to a high level of accuracy

  • Ability to maintain a professional demeanor and work in a fast-paced environment

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.