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Employee Benefits Account Manager
2 months ago
Employee Benefits Account Manager
Tower Street Insurance is a highly reputable and fast-growing agency seeking a high-achieving, detail-oriented Employee Benefits Insurance Assistant Account Manager to join our Agency, based in Dallas, Texas. If you are an individual who understands the importance of customer service, being a team player, and having extensive insurance knowledge; as well as value the ability to work for a growing organization, we are interested in speaking with you about being a part of our team.
Essential Functions:
Build, expand, and solidify relationships with clients.
Responsible for the timely, day-to-day support for assigned accounts, including delivery of policy documents, and response to client inquiries.
Correspond and maintain contact with carriers, and customers and coordinate with the appropriate account representatives, regarding client servicing.
Resolve policy coverage, billing, membership, and claims issues
Build groups and plans in Employee Navigator
Process enrollments and terminations
Implement and update the COBRA Administrator
Follow the agency’s workflows and standards
Continue growth of insurance knowledge and stay informed of changes in the insurance industry
Special projects and other duties as assigned
Required Skills:
Ability to obtain a thorough understanding of group employee benefits underwriting and coverage and interpret abstract data
Intermediate PC skills, with the ability to effectively utilize the agency's management systems
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required for designated office days
Ability to communicate effectively, both verbally, and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Qualifications:
A minimum of 7 years as an Employee Benefit Lines Account Manager with an Insurance Brokerage Firm.
Applied Epic Agency Management System and Employee Navigator experience a plus
Proficiency in MS Office Suite, particularly Word, Excel, and Outlook
High School Graduate (College degree – preferred or related work experience)
Must hold a Health and Life Insurance License or be willing to obtain one within an agreed-upon timeframe.
Attention to Detail and Organizational Skills
Strong Customer Service and Interpersonal Skills
Time Management Skills along with the ability to work in a team environment
Excellent Written and Verbal Communication
Company Benefits
A company with a Strong Brand and Positive Culture
Competitive Pay (salary and semi-annual bonus potential)
Company paid health premiums
Paid Holidays
401K plan with a discretionary company match
Flexible PTO
Hybrid work opportunities
Training CE classes on and off-site
