Employee Benefits Account Associate
3 weeks ago
Higginbotham, a privately held independent insurance and financial services firm, and Lipscomb & Pitts Insurance, LLC, an independent insurance broker in Memphis, TN, have merged operations. The partnership with Lipscomb & Pitts adds an expanding presence across the southeast region of the U.S.
Lipscomb & Pitts Insurance is an independent insurance broker, with their headquarters located in Memphis, TN, offering a comprehensivesuite of insurance solutions to protect your business. Its principals have been practicing insurance in Tennesseefor over 60 years, and the firm has been ranked as Tennessee's largest insurance broker.
The Account Associate will provide support to the Account Management team in providing daily client service.
Skills Required:
- Prior customer service experience and insurance industry knowledge preferred, but not required
- Proactive, customer service focus
- Good attention to detail and ability to self-check work
- Enthusiastic attitude, cooperative team player, professional demeanor and adaptable to changing circumstances
- Sets priorities and manages work-flow to ensure efficient, timely and accurate processing of transactions and other responsibilities
- Good verbal, written, and interpersonal communication skills
- Proficiency in Microsoft Word, Excel and Power Point
- Must be comfortable with internet-based programs and other Office products
- High School Graduate or 4-year college degree preferred
- Currently hold life and disability insurance license (or must obtain it within 6 months following date of employment) and retain license by meeting the continuing education requirements
- Keep informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance
- Expected to further industry education through insurance courses
- Act as a back-up for the Account Manager when they are out of the office.
- Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all outstanding issues.
- May need to request information from clients and carrier partners to initiate and complete the renewal process and ongoing service issues.
- May need to request and prepare basic analytical reports in conjunction with the Account Management Team.
- Assist with ongoing client issues, including but not limited to: billing, enrollment, member claims.
- Make Account Management Team aware of any escalated issues.
- Assist in preparation client materials for RFPs, renewals, new business presentations, analytical reviews and any other communication materials that may be needed.
- Assist in completion of sold case paperwork and implementation of clients with new carriers.
- Maintain client data in agency management system.
- Assist with review of all client plan documents for accuracy within 30 days of receipt.
- Other miscellaneous duties as assigned.
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