Employee Benefits Account Manager II
About The Position
Are you a self-motivated individual who thrives in fast-paced environments and values organization? Join our team in a role where you can contribute your unique skills and drive to a team dedicated to innovation and excellence. 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: Clients Co-owners 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. To learn more about Houchens Insurance Group, visit us on LinkedIn.
Requirements
- At least six years related experience and/or training, preferably handling group health plans or equivalent combination of education and experience.
- 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.
- Knowledge of Database Software; Spreadsheet Software; Word Processing Software; Internet software and Design Software.
Responsibilities
- Markets groups to carriers and prepares a formal renewal presentation.
- Managing renewal time-line and renewal process.
- Working with clients and producers for the purpose of gathering marketing data.
- Seeking opportunities for potential up selling of accounts.
- Coordinating with marketing lead when applicable.
- Sending groups to several markets for pricing and product comparison.
- Obtaining online quotes from carrier websites, when applicable.
- Negotiating client renewals with carriers based on competitive information.
- Preparing formal proposal for Producers to deliver to customers.
- Knows coverage for various Employee Benefits lines of business and is capable of researching various resources to gain more knowledge.
- Applies this to all other areas of responsibility.
- Assisting with or collects data needed to market existing Employee Benefit accounts.
- Developing quality submissions to carriers for appropriate types of coverage.
- Submitting information to insurance carriers and negotiates premiums and coverage in a timely manner.
- Negotiating with carrier personnel and underwriters to develop the most attractive proposal for our prospects.
- Reviewing quotes, prepares spreadsheets, and additional content specific to prospect size and situation.
- Interacting regularly to build relationships with carrier personnel; this includes, managing phone calls and emails in a timely manner and attending off-site meetings as scheduled for relationship building and product knowledge.
- Preparing formal proposals and communicates to Sales Producers.
- Maintaining Producer confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
- Works together with team and with other departments, such as Sales Producers, Account Managers, etc.
- Plans and discusses the execution of strategies.
- Meets deadlines set forth by Producers.
- Volunteers to back up and/or assist other as needed.
- Manages PTO with departmental needs.
- Special projects as assigned by Director of Employee Benefits.
- Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program.
Benefits
- Unlimited growth based on your performance.
- Ownership in the company in the form of stock via the Houchens Industries ESOP.
- Long-term career with substantial development and advancement opportunities.
- Opportunity to collaborate within a production team model to ensure efficient operations and optimal output.
- Comprehensive medical, dental, and vision plans and many more supplemental benefits.
- Work-life balance.
- Plus, much more!
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
