Employee Benefits Account Manager
2 days ago
Full-time
Description
Are you a motivated individual who is driven by a rewarding career?
Join our team in a role that will let your dedication propel you toward both personal and professional success.
What is Houchens Insurance Group?
We are a 100% employee-owned company with a great culture and excellent benefits. We're big on growing and celebrating the talent that we hire. Houchens Insurance Group is dedicated to embodying the three fundamental pillars of service:
1. Clients
2. Co-owners
3. Communities
By placing equal emphasis on meeting the needs of our clients, fostering a supportive environment for our co-owners, and actively contributing to the betterment of our communities, we strive to create a positive and impactful experience for all.
What you will receive...
- Unlimited growth based on your performance.
- Ownership in the company in the form of stock via the Houchens Industries ESOP, the largest 100% owned company in the world.
- A long-term career with substantial development and advancement opportunities.
- Opportunity to lead and operate within a production team model to ensure efficient operations and optimal output.
- Comprehensive medical, dental, and vision plans and many more supplemental benefits.
- Work-life balance.
- Plus, much more
To learn more about Houchens Insurance Group, visit us on LinkedIn .
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.
Responsibilities include:
- 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.
10%
Teamwork
Works together with the team and with other departments, such as Marketing, Accounting, Compliance, etc.; this includes discussing execution strategies with Producers. Assists in training new service team members. Volunteers to back up and/or assist others as needed. Special project as requested by manager. Manages PTO to work with departmental needs.
10%
Determination
Displays commitment and initiative to meet department and agency education goals as set forth in the organization's education program.
Supervisory Responsibilities
Directly supervises 1-2 Account Manager Assistants. Responsibilities include assigning and directing work to Assistants.
Requirements
Education and/or Experience
At least three years related insurance experience and/or training, preferably handling multi-line, large commercial accounts; or equivalent combination of education and experience.
Certificates, Licenses, Registrations
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.Learn More
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