Employee Benefits Account Manager II

Houchens Insurance Group Inc.•Louisville, KY

54d

About The Position

Employee Benefits Account Manager II Louisville, KY Description Summary Analyzes and answers requests by mail, telephone, or in person from policyholders or internal production and marketing personnel for information concerning insurance policies by performing the following duties. 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 Responsibilities include: · Maintaining direct communication and 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 conducive relationship with insurance carriers. · Preparing ERISA wrap documents. · Coordinating with Technology & Benefits Department to support client enrollment needs when applicable. · Maintaining Producer 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. · Handling complex policy issues and finding resolution without Producer/Service Manager involvement. · 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.

Requirements

At least five years related experience and/or training, preferably handling multi-line, group health accounts; or equivalent combination of education and experience.
Ability to read, analyze, and interpret complex documents, such as insurance policies.
Ability to respond effectively to inquiries or service issues from company personnel and/or clients.
Ability to speak and represent the company effectively before groups of customers.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to bring full resolution to issues without Producer/Service Manager involvement.
Possess reasoning ability which maintains high level of Producer and Service Manager confidence.
To perform this job successfully, an individual should have knowledge of Database software; Internet software; Spreadsheet software and Word Processing software.
Must hold applicable state insurance license or have the ability to obtain such within 90 days of employment.
Must be able to obtain insurance designations as set forth by the organization’s education plan.
The employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.
The employee is occasionally required to stand and walk.
The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision and ability to adjust focus.

Responsibilities

Maintaining direct communication and 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 conducive relationship with insurance carriers.
Preparing ERISA wrap documents.
Coordinating with Technology & Benefits Department to support client enrollment needs when applicable.
Maintaining Producer 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.
Handling complex policy issues and finding resolution without Producer/Service Manager involvement.
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.
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.
Displays commitment and initiative to meet department and agency education goals as set forth in the organizations education program.