Employee Benefits Account Manager

4 weeks ago

Franklin TN, United States Houchens Insurance Group Full time

Job Type: Full-time

Description

Are you a detail-oriented individual who thrives in a stable and supportive work environment?

Explore an opportunity with Houchens Insurance Group where your achievements are celebrated and your professional growth is fostered in a steadfast and stable setting.

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:

  • Clients
  • Co-owners
  • 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...

  • 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.
  • A long-term career with substantial development and advancement opportunities.
  • Ownership in the company in the form of stock via the Houchens Industries ESOP, the largest 100% owned company in the world.
  • 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.

  • Following up on leads and winning new clients.
  • Developing and implementing strategic plans to manage and grow accounts.
  • Retaining clients and building strong, trusting relationships.
  • Understanding client needs and identifying new business opportunities.
  • Providing superior customer service and ensuring client satisfaction.
  • Communicating and coordinating with internal teams to deliver solutions.
  • Identifying opportunities for improvement and proposing new tools and processes.
  • Supporting sales teams to improve their performance and reach targets.
  • Developing and maintaining excellent knowledge and understanding of our business, offerings, competitors, and industry.
  • Maintaining direct communication and relationship with insureds.
  • Obtaining updated underwriting information from clients when necessary.
  • Reviewing policies and entering information in a database system.
  • Completing special projects as requested by Manager.
  • Performing open enrollment meetings and assisting clients in enrollment paperwork for employees.
  • Maintaining agency management database with current information and ordering corrections as necessary.
  • Maintaining conducive relationship with insurance carriers.
  • Maintaining Producer 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.
  • Handling the most complex policy issues and finding resolution without Producer/Service Manager involvement.
  • Mentoring others within the department with regard to client/policy service standards and procedures.
  • Coordinate 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 team and with other departments, such as Marketing, Accounting, Compliance, etc.; this includes conferencing with Producer to discuss execution of strategies.

Acts as mentor to department team members.

Volunteers to back up and/or assist others as needed.

Manages PTO to work with departmental needs.

Completes special projects that require extensive insurance knowledge and experience.

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.

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