Better Business Planning
  • 11-Apr-2018 to 27-Apr-2018 (PST)
  • Sales
  • Itasca, IL, USA
  • $55,000-$75,000
  • Salary
  • Full Time

Medical, EDoc, FSA, Life, LTD, LTC, 401k, Lifelock, PTO

Better Business Planning is currently looking for an Employee Benefits Account Manager to work in our Itasca office

Are you tired of your hard worked being overlooked or your talents being underutilized?

If you want to be part of a team where your opinion and views count, and your hard work fuels your strive for success, then come to work at Better Business Planning where the opportunity for career growth is abundant.

We are looking for someone to be the "service arm" of the company and are committed to going the "extra mile" in providing every client with exceptional service. We need someone with attention to detail and willingness to work hard. We need our employees to be energetic, and most of all have fun as we move towards becoming a large scale company.

The key account executive will take ownership in the service process and exceed expectations by creating a positive, caring and memorable experience for every prospect, professional appearance is required


  • dealing face to face with prospects and clients
  • managing client/customers' accounts and recording of customer interactions and transactions
  • maintaining accurate records of all service activity including... inquiries, comments and complaints and details of actions taken to resolve the situation
  • coordinating and installing new business
  • send out RFQ's for producers & answer carrier rep questions on RFQ
  • input received proposals into activity file and subsequently enter into Excel summary
  • manage calendar appointments for producer/client closes
  • prepare a closing proposal for producer
  • perform computer updates in access
  • attend carrier seminars
  • meet with the producer as needed to discuss case strategy and proposal alterations
  • meet with carrier reps to discuss new products
  • attend client meeting with Manager when requested or visit the client to drop off or pick up material


  • college degree or service experience equivalent
  • a proven work ethic
  • a passion for delivering excellent service and client contact
  • a clear and confident telephone manner
  • good communication skills - verbal and written
  • listening skills
  • attention to detail and accuracy
  • the ability to form and maintain long-term relationships with our clients
  • familiarity with basic computer software
  • although not a requirement, the ability to speak and read a second language would be beneficial


We have been in the business consulting business for over 39 years and have recently expanded into Property and Casualty and now Payroll. We realize that business services are supposed to be designed with the client in mind that's why customize coverages are the only way we conduct business here at Better Business Planning.


Join the BBP Team. Our family-owned company has been around since 1977. We are located in Itasca, Illinois. Our employees are treated like family, and most of our employees have been with us for over ten years.

PLEASE READ: You must complete both the application and assessment to be considered.

All communication before an onsite interview will be done via email; please make sure your application has your correct email address.

Better Business Planning
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