Employee Benefits Account Manager II

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

Explore an opportunity with us where your achievements are celebrated and your professional growth is fostered in a steadfast and stable setting. Are you ready to embark on a rewarding career journey

What is Houchens Insurance Group

We are a 100% employee-owned company with a great culture and excellent benefits. Were big on growing and celebrating the talent that we hire. Houchens Insurance Group is dedicated to embodying the three fundamental pillars of service:

1. Clients

2. Co-owners

3. 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.

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.

- 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.

- 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 conductive relationship with insurance carriers.

-Maintaining 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 the Marketing Department 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.

-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.

- Displays commitment and initiative to meet department and agency education goals as set forth in the organizations education program.

Attention to Detail - Level 3 Definition: Working in a conscientious consistent and thorough manner.

Level summary: Monitors and verifies the work of others for accuracy and completeness. Identifies multiple sources and approaches to ensure details are addressed.

-Reviews the work of others for accuracy and thoroughness.

-Follows up to ensure tasks are completed and commitments are met by others.

-Verifies that work has been done according to procedures and standards.

- Fostering Communication

Level 4 Definition: Listening and communicating openly honestly and respectfully with different audiences promoting dialogue and building consensus.

Level summary: Communicates complex messages. Communicates complex issues with widely varied audiences in a clear and credible manner.

- Handles difficult on-the-spot questions (e.g. from senior executives public officials interest groups or the media).

-Secures support for ideas or initiatives through high-impact communication in order to overcome resistance.

Market Industry and Competitive Knowledge Level 2 Definition: Applying an understanding of the buyers persona and journey the economic cultural and business environment including competitive and customer behavioral trends to position the organization for success.

Level summary: Applies the competency in common situations that present limited difficulties working with a moderate level of guidance.

-Explains the concept and potential effects of indirect competition. Identifies main competitors positions in the market.

-Describes the main competitors products or services. Compares and contrasts the organizations products or services against the competition in generic terms.

-Identifies related industries that may have an impact on the own industry.

Continuous Learning - Level 3 Definition: Identifying and addressing learning and developmental needs to enhance own performance.

Level summary: Implements a self-directed approach to learning.

-Monitors progress in meeting learning goals and needs updating learning approach as needed.

- Gathers information from varied sources to identify own strengths and weaknesses in current position.

- Plans learning targeted to specific developmental needs in current position.

- Reflects on past experiences to generate insights to improve own work and the work of others.

Problem Solving - Level 3 Definition: Identifying problems and their solutions.

Level summary: Solves standard problems. Identifies alternate solutions considering applicable precedents.

- Identifies optimal solutions based on weighing the advantages and disadvantages of alternative approaches.

-Evaluates the effectiveness and efficiency of solutions after implementation. Identifies standard problems based on a range of factors most of which are clear.

Adaptability - Level 3 Definition: Adapting in order to work effectively in ambiguous or changing situations with diverse individuals and groups.

Level summary: Adapts to widely varied needs.

-Adapts to new ideas and initiatives across a wide variety of issues or situations.

-Supports major changes that challenge traditional ways of operating.

-Adapts interpersonal style to highly diverse individuals and groups in a range of situations. Anticipates change in order to adapt own plans and priorities.

Customer Relationship Management Level 2 Definition: Analyzing coordinating and maintaining integrated sales marketing and customer support functions to improve business relationships and customer satisfaction.

Level summary: Applies the competency in common situations that present limited difficulties working with a moderate level of guidance.

- Analyzes trends based on predictions of customer preferences.

-Participates in the development of sales forecasts based on known customer preferences and behaviors.

-Develops and implements customer satisfaction studies.

-Evaluates the costs and benefits of various data gathering methods and analytical tools.

-Manages data mining projects that provide information about customer preferences.

- Advises others on determining the most effective sales channels based on customer purchasing behaviors.

Analytical Thinking - Level 2 Definition: Analyzing and synthesizing information to understand issues identify options and support sound decision making.

Level summary: Identifies critical relationships in information.

- Anticipates obstacles considering next steps.

-Recognizes causes and consequences of actions and events that are not readily apparent.

-Identifies critical connections and patterns in information/data.

-Draws logical conclusions based on in-depth analysis of information.

- 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.

Computer Skills

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 five years of 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.