Employee Benefits Account Manager

Higginbotham•Lubbock, TX

About The Position

The Account Manager position maintains a professional relationship with our clients through exceptional customer service. Account Managers are assigned a book of business comprised of fully insured and level funded clients. This role is responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business. Account Managers serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education.

Requirements

5 years of employee benefits and account management experience in the insurance field required, including a strong understanding of current employee benefits, regulations, and industry standards
Active Life & Health License required
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

Nice To Haves

Experience with Affordable Care Act (ACA) and Employment Retirement Income Security Act (ERISA) preferred
Experience with fully-insured financial arrangements and alternate-funding methods preferred
Industry-related designations preferred
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Responsibilities

Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances
Handles or refers all service requests by our clients
Initiates and handles marketing of accounts beginning 120 days before the renewal date. Gathers the necessary information regarding new/existing accounts and submits this information to the various and appropriate carriers to obtain proposals; investigates carrier products, analyzes and reviews clients’ data with appropriate carriers to recommend appropriate plans and proposals to offer the client.
Reviews the proposals received for accuracy, works hand in hand with Producers to generate proposal presentations through spreadsheets and proposal exhibits
Calculates premium and payroll deductions, audit billing statements for accuracy on behalf of clients
Generates open enrollment material, i.e. enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations for client presentations
Conducts open enrollment presentations in front of an audience
Processes necessary paperwork for submission to the carrier
Directs a smooth transition from one carrier to another
Updates all accounts to maintain files on the agency management system when the client changes carriers or a renewal is completed
Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
Maintains knowledge of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs and communicate this information to clients and team members
Ensures client accounts are compliant including educating and advising clients as well as executing on compliance requirements and deadlines
Develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business
Maintains agency files accurately and consistently, processes incoming mail requests accurately and swiftly
Attends and completes any training sessions or assignments as required
Performs other related tasks as needed

Benefits

Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
Company paid holidays, plus PTO
Employee Wellness Program

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