Employee Benefits Account Manager I

Houchens Insurance Group•Owensboro, 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. Serves as a liaison between clients, carriers, vendors, and internal departments to coordinate service needs and ensure timely follow-through. The role provides client and policy services, including maintaining client relationships and communications, reviewing policies, updating agency databases, supporting open enrollment, assisting with compliance materials, servicing assigned accounts, supporting enrollment, and coordinating with carriers to resolve claims, billing, and administration issues. It also contributes to team operations, training, backup coverage, and special projects, and supports department and agency 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 by managing calls and emails promptly, attending meetings, maintaining direct communication, and building relationships.
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 request corrections as necessary.
Build relationships with insurance carriers.
Develop the Producer’s, 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 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 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 strategy execution.
Assist in training new team members.
Provide backup or assistance to others as needed.
Manage PTO in coordination with departmental needs.
Support special projects as requested by the Team Lead or Producer.
Demonstrate commitment and initiative toward department and agency education goals set by the organization’s education program.