Employee Benefits Account Manager II
Houchens Insurance GroupAbout the role
Description
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. 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:
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.
Requirements
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
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