Employee Benefits Account Manager I
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Job Location:
Crestview Hills, KY - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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.
- 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 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. Assists in training new team members. Volunteers to back up and/or assist others as needed. Manages PTO to work with departmental needs. Special projects as requested by Manager.
10% Determination
Displays commitment and initiative to meet department and agency education goals as set forth in the organizations education program.
Supervisory Responsibilities
Directly supervises 1-2 Account Manager Assistants. Responsibilities include assigning and directing work to Assistants.
Qualifications
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is responsible for adherence to the stated expectations of the Management Program.
Language Skills
Ability to read analyze and interpret complex documents such as insurance policies. Ability to respond effectively to inquiries or service issues from company personnel and/or clients.
Mathematical Skills
Ability to calculate figures and amounts such as discounts interest commissions proportions and percentages.
Reasoning Ability
Ability to define problems collect data establish facts and draw valid conclusions. Ability to bring full resolution to issues with minimal Producer/Service Manager involvement. To perform this job successfully an individual should have knowledge of Database Software Internet software Spreadsheet Software and Word Processing Software.
Education and/or Experience
At least three years related insurance experience and/or training preferably handling multi-line group health accounts; or equivalent combination of education and experience.
Certifications
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 organizations education plan.
Required Experience:
Manager
Key Skills
About Company
Houchens Insurance Group is an award-winning agency, serving all 50 states. Rely on us to understand your risks and industry. Request a quote!
