Account Manager, EB

Holmes Murphy has always believed that investing in our employees, the spaces in which they work, and the environment that we provide are all critical to our culture, purpose, and the services we offer. After all, we know that employees who feel appreciated and recognized for their hard work and dedication results in employees who feel immensely invested in the success of our clients and our company. On top of this, our employees have a seat at the table and the opportunity to pave their own way. Cool, right?! If you nodded yes, check out our open Account Manager position and apply!

We are looking to add an Account Manager to join our Employee Benefits team in Dallas, TX. Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.

This role will evaluate the needs and risks of existing clients and help create a benefit strategy specific to those needs.  Interacts directly and independently with clients and carriers to manage day-to-day tasks for assigned clients, according to Holmes Murphy best practices, to ensure that both client expectations and Holmes Murphy operational goals are met on time and within budget. This role may also serve as a trainer and mentor for new team members. The above service will be provided in a professional and timely manner.

Duties:

• Provide account management support for client teams to coordinate client work.
• Collaborate with client team to set the benefit strategy for clients. This includes an evaluation of the client’s current benefits, and assisting with recommendations to the client.
• Maintain positive working relationships and clear communication with co-workers, clients and insurance carriers.
• Establish and manage timelines that clearly identify all tasks, task durations, and team resources responsible for completing the tasks and milestones needed to complete assigned projects.
• Draft Request for Proposals (RFPs) for review by appropriate sales or service team member, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review.
• Coordinate sales and service teams with marketing of new and renewal business to include gathering needed information, submission to carriers, and preparation of proposal to client.
• Gather data for carrier negotiations of a renewal. May work with carrier independently or in conjunction with service team to resolve negotiations.  
• Coordinate the implementation of new health and welfare benefit plans.
• Communicate daily with insurance companies, vendors and internal teams to ensure proper administration of accounts (including contract concerns, underwriting issues, claim situations, etc). Follows up on outstanding issues or client requests.
• Interact with client contacts independently, including traveling to client sites. May be responsible for presenting at open enrollment meetings or other client presentations.
• Maintain employee benefit product files, both electronically and in hard copy, as appropriate, for clients and in accordance with Holmes Murphy’s processes.
• Ensure account accuracy to include: reviewing coverages, renewals, applications, new business submissions, as well as, checking upon receipt; policies, endorsements, premiums, invoicing, and spd’s.
• Analyze client data and building a story to use for client recommendations.
• Assist with the training and on boarding of new team members. May develop a training plan and act as an on-going mentor for processes and procedures.

Knowledge, Skills, and Abilities:

• Good knowledge of employee benefit coverages and the ability to apply that knowledge in the performance of the job duties.
• Ability to read, understand and analyze life and health coverages, forms and policies.
• Ability to maintain state-specific life/health insurance agent’s license or obtain within three months of hire.
• Good communication skills and the ability to apply these skills in either verbal or written form when interacting with various clients, carriers, company personnel, and team members.
• Ability to travel and meet with clients to provide information/materials or to assist with employee meetings, as necessary.
• Ability to operate a computer and working knowledge of various software packages such as, Agency Management System, Word and Excel.
• Knowledge of organizational methods and the ability to manage multiple tasks/duties simultaneously.
• Ability and willingness to consistently participate in internal and external educational opportunities to enhance knowledge of current insurance topics or relevant system impr