Employee Benefits Account Manager I
Houchens Insurance Group
Job Type
Full-time
- Opportunity to collaborate within a production team model to ensure efficient operations and optimal output.
- Variable compensation with stability and unlimited growth based on your performance.\
- Long-term career with substantial development and advancement opportunities.
- Ownership in the company in the form of stock via the Houchens Industries ESOP.
- Comprehensive medical, dental, and vision plans, and many more supplemental benefits.
- Work-life balance
- Plus, much more!
80% Client/Policy Services Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.
- Maintaining direct communication and building relationships with insureds.
- Obtaining updated underwriting information from clients when necessary.
- Reviewing policies and entering information in a database system.
- Assisting in open enrollment meetings and assisting clients in enrollment paperwork for employees.
- Maintaining agency management database with current information and ordering corrections as necessary.
- Building relationships with insurance carriers.
- Developing Producer, Director of Account Services and Service Manager confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
- Maintaining compliance with all Employee Benefit service standards and procedures.
- Servicing of assigned accounts with minimal Producer/Service Manager direction.
- Handling complex policy issues and finding resolution with minimal Producer/Service Manager involvement.
- Coordinating with Technology and Benefits Department to support client enrollment needs when applicable.
- Prepare ERISA wrap Documents.• Working with marketing and clients for the purpose of gathering marketing data.
- Seeking opportunities for potential up selling of accounts.
- Coordinating with Renewal Marketer when applicable.
Requirements Education and/or Experience At least three years of related insurance experience and/or training, preferably handling multi-line, group health accounts; or equivalent combination of education and experience. Certifications Must hold applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization's education plan.
Vacancy posted 3 days ago
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