Employee Benefits Account Manager I

Houchens Insurance Group Inc.•Lexington, KY

About The Position

Provides day-to-day service and administration support for employee benefit accounts. Under the regular guidance and oversight of the Team Lead, this role works with clients, carriers, and internal teams to deliver accurate, timely, and effective account management services. The position serves as a liaison among clients, carriers, vendors, and internal departments to coordinate service needs and ensure timely follow-through. The role focuses primarily on client and policy services, including account servicing, client communications, policy and database maintenance, enrollment support, compliance materials, and coordination with carriers and internal teams. It also contributes to teamwork, training, special projects, and department education goals.

Requirements

At least three years of related insurance experience and/or training, preferably handling multi-line, group health accounts, or an equivalent combination of education and experience.
Must hold an applicable state insurance license or be able to obtain one within 90 days of employment.

Responsibilities

Provide daily service to clients, build relationships, respond to phone calls and emails in a timely manner, and attend meetings.
Maintain direct communication and build relationships with clients.
Review policies and enter information into a database system.
Assist with open enrollment meetings, preparation, and implementation.
Maintain the agency management database with current information and order corrections as necessary.
Build relationships with insurance carriers.
Develop the Producer, Director of Benefit Operations, and Team Lead’s confidence in job knowledge, judgment, and awareness of industry trends and developments.
Support preparation and distribution of compliance-related materials, including ERISA wrap documents, Annual Notices, and Form 5500s, and assist with client communications about benefit plan documentation and regulatory requirements.
Service assigned accounts and resolve routine to complex policy issues with regular guidance and oversight from the Benefits Advisor and Team Lead.
Collaborate with the T&B Team on enrollment setup, troubleshooting, and client enrollment support.
Liaise between clients and Marketing to gather renewal data and paperwork.
Coordinate with insurance carriers to research and resolve claims, billing, and administration issues.
Work with the team and other departments, including Marketing, Technology & Benefits, and Compliance, and confer with the Benefits Advisor about executing strategies.
Assist in training new team members.
Volunteer to back up or assist others as needed.
Manage PTO to work with departmental needs.
Support special projects as requested by the Team Lead or Producer.
Show commitment and initiative in meeting department and agency education goals established by the organization’s education program.