Employee Benefits Account Manager I

Houchens Insurance Group•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, the role works with clients, carriers, and internal teams to deliver accurate, timely, and effective account management services. It 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, supports benefit enrollment and compliance-related work, coordinates with carriers on account issues, and contributes to team operations 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 have the ability to obtain one within 90 days of employment.

Nice To Haves

Experience handling multi-line group health accounts.

Responsibilities

Provide daily service to clients by managing phone calls and emails in a timely manner and attending meetings.
Maintain direct communication with clients and build client 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 order 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.
Assist with client communications regarding 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.
Serve as liaison 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.
Volunteer to back up or assist others as needed.
Manage paid time off 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 in the organization’s education program.