Employee Benefits Account Manager - Frost Insurance Agency

Frost • Bellaire, TX

4d

About The Position

It’s about supporting people. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Employee Benefits Account Manager could be for you. At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services. Who you are: As an Employee Benefits Account Manager with Frost Insurance Agency, you are our insurance experience champion. In this role, you will be responsible for acting as main point of contact for employee benefits customers. You will use your collaborative mindset, analytical skills, and desire for constant improvement to ensure policy renewal processes are managed for all assigned accounts. What you’ll do: Lead the gathering of all census requirements for renewal process and quote preparation for assigned accounts Review and analyze client/policy information in order to prepare Requests for Proposals Present findings and recommendations to clients, Producers, and prospective Review client certificates of coverage and other policy materials for accuracy; escalate any issues to insurance carrier Research and resolve participant related matters Communicate customer plan administration documentation requirements and assist customers in complying with applicable government regulations, such as ACA and HIPAA Maintain current knowledge of healthcare related changes and of Federal and State regulations as they apply to employee benefits in order to counsel clients of their employer level compliance responsibilities Oversee internal invoicing processes Conduct client consultations and enrollment meetings either on-site or at their place of business Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Requirements

• 3+ years of experience in the insurance, healthcare, or human resources field, or a Bachelor’s degree with 1+ year of related business experience
• Texas General Lines Agent License: Life, Accident, Health and HMO or attainment within 90 days of employment
• Ability to manage accounts with a revenue up to $500,000 and average annualized commissions per customer up to $10,000
• Organizational skills and the ability to multitask
• Excellent written and verbal communication skills
• Proficient in Microsoft applications

Responsibilities

• Lead the gathering of all census requirements for renewal process and quote preparation for assigned accounts
• Review and analyze client/policy information in order to prepare Requests for Proposals
• Present findings and recommendations to clients, Producers, and prospective
• Review client certificates of coverage and other policy materials for accuracy; escalate any issues to insurance carrier
• Research and resolve participant related matters
• Communicate customer plan administration documentation requirements and assist customers in complying with applicable government regulations, such as ACA and HIPAA
• Maintain current knowledge of healthcare related changes and of Federal and State regulations as they apply to employee benefits in order to counsel clients of their employer level compliance responsibilities
• Oversee internal invoicing processes
• Conduct client consultations and enrollment meetings either on-site or at their place of business
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Benefits

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees