Benefits Client Associate: Launchpad to Client Manager

Ross & Yerger Insurance, Inc.; Jackson (MS); On-site; USD 38,000 - 52,000; Full time

Job summary

Ross & Yerger Insurance, Inc. is seeking an Employee Benefits Client Associate to support Client Managers and Producers in handling day-to-day service, renewals, and client communications.

This role develops technical expertise and relationship skills to advance toward a Client Manager position. You will manage enrollment forms, generate benefit summaries, and maintain accurate account records while ensuring compliant, high-quality client service.

Qualifications

• Life & Health License required within 6 months of employment.
• Minimum of two years' experience in employee benefits or related field.
• Strong verbal and written communication skills.
• Detail-oriented with ability to manage multiple accounts and deadlines.
• Proficiency in Microsoft Office Suite; basic data entry and agency management system skills.
• Ability to self-manage workload without close supervision.

Responsibilities

• Respond to client inquiries by phone and in person regarding coverage, enrollment, claims, and plan changes.
• Process enrollment forms, changes, terminations, and benefit summaries per requirements.
• Maintain proactive client communication throughout the plan year.
• Assist with renewal data gathering, RFPs, and carrier proposals.
• Support compliance activities including ACA reporting and HIPAA handling.

Skills

Communication

Detail-oriented

Time management

Client service

Microsoft Office

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Agency Management System

Job description

Ross & Yerger Insurance, Inc. is seeking an Employee Benefits Client Associate to support Client Managers and Producers in handling day-to-day service, renewals, and client communications.

This role develops technical expertise and relationship skills to advance toward a Client Manager position. You will manage enrollment forms, generate benefit summaries, and maintain accurate account records while ensuring compliant, high-quality client service.