Employee Benefits Account Manager

Heartland Security Insurance Group•Dallas, TX

About The Position

Hibbs-Hallmark & Co. Insurance is a diversified risk management company providing a complete portfolio of services including custom-designed traditional insurance and self-insurance programs, loss control, and claims administration. Our ability to be innovators in the industry has enabled us to become one of the largest risk management firms in the Southwest, with offices in Tyler, Dallas, Forney, Austin, Houston, and San Antonio. We will continue to work hard to earn business and provide our clients with the highest possible level of service and expertise. www.hibbshallmark.com Structure and Ownership With roots back to the 1800s, Hibbs-Hallmark & Co. Insurance was the founding entity for Heartland Security Insurance Group in 2001. Heartland is comprised of eight different insurance and risk management businesses, providing products and services globally. Each of the companies offers solutions to distinct client groups in the federal, state, and private sectors. The organization has been under continuous private family ownership for 50 years. Today, it has over 60 stockholders as well as ESOP ownership. In addition to providing an important retirement benefit to associates, the ESOP assures that everyone in the organization has a vested interest in providing the very highest level of service to the client. Commitment to the Community Hibbs-Hallmark & Co. Insurance, and the parent organization, Heartland Security Insurance Group, have a long history of philanthropy to the local, national, and international communities. Licensing Hibbs-Hallmark & Co. Insurance is licensed in all fifty (50) states. The Employee Benefits Account Manager will be responsible for acting as the main point of contact for Employee Benefits customers. Uses a collaborative mindset, analytical skills, and desire for constant improvement to ensure policy renewal and new business processes are managed for all assigned accounts.

Requirements

High school diploma or equivalent
Hold a valid Texas General Lines Life, Accident & Health license.
A minimum of two years of experience in Employee Benefits Account Management
Must possess a professional demeanor
Ability to maintain confidentiality both for the client and for the company
Intermediate to advanced-level proficiency with Microsoft Office
Ability to learn and regularly use the agency management software.
Ability to work with internal and external clients at all levels.
Ability to follow directions.
High level of organizational skills.
Ability to work independently, self-motivated and meets timed deadlines.
Ability to follow processes and procedures set forth by the agency.
Ability to problem solve
Strong attention to detail and the ability to work with a high degree of accuracy.
Ability to work with a team.
Ability to communicate professionally and politely, both oral and written format.
Ability to build and maintain client relationships.

Nice To Haves

College degree in business or risk management and insurance

Responsibilities

Manage the collection and preparation of census data for all new and renewal RFPs.
Review and analyze client & policy information in order to prepare RFP’s for new business and renewals.
Track submitted RFP’s until the quote(s) have been received, discuss results and recommendations with producer and/or client.
Guide clients through carrier applications, review received paperwork, submit to carrier, and track underwriting process through to completion, escalating any problems to the insurance carrier.
Maintain Client records, filing client emails in Outlook, and documenting and maintaining policy information in our company’s agency management software (Applied Epic).
Prepare Cancellation letters when coverage is rewritten or as otherwise notified by client, and document in Epic.
Document client policies and correspondence within the agency management software according to department procedures.
Assist clients in complying with applicable government regulations such as ERISA wrap, ACA, HIPAA, COBRA Admin, PCORI fees, RxDC, Gag attestation, and Section 125.
Prepare and send any and all Open Enrollment materials to clients, including annual employee notices, SBC’s, enrollment forms, network lookup information, and benefit summaries.
When directed by Producer, attend client consultations and enrollment meetings on-site to assist with employee questions and enrollments.
Maintain current knowledge of healthcare changes and applicable federal and state benefit regulations to advise clients on their compliance duties.
Maintain familiarity with individual carrier products and requirements.
Main point of contact for all service-related requests, including, but not limited to, Employee Enrollments Employee Terminations Coverage Questions Claims requests ID Card retrievals Billing Issues
Provide backup and support for other team members.
Any other tasks as directed by Producers or department manager.