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Insurance Benefits Account Manager
2 months ago
Job Summary:
Tower Street Insurance is a reputable and fast-growing insurance agency seeking a detail-oriented and high-achieving Employee Benefits Insurance Account Manager to join our team in Dallas, Texas.
Key Responsibilities:
- Build, expand, and solidify relationships with clients.
- Provide timely day-to-day support for assigned accounts, including delivery of policy documents and response to client inquiries.
- Correspond and maintain contact with carriers, customers, and coordinate with 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 agency workflows and standards.
- Continuously grow insurance knowledge and stay informed of changes in the insurance industry.
- Participate in special projects and other duties as assigned.
Requirements:
- 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 colleagues and managers across all levels.
- Ability to promote and maintain a team environment, willing to find accommodating solutions for 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.
