Employee Benefits Service Associate

Woodforest National Bank • Conroe, TX

4d

About The Position

The Employee Benefits Services Associate works under general supervision, using specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to insurance clients and the Insurance Agents. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality, or ingenuity in making routine decisions. Contribute to the increased generation of commission revenue by maintaining and enhancing client relationships while assisting Insurance Agents with efficient, quality client service. Extensive contact with internal and external customers to identify, research, and resolve problems.

Requirements

• A general understanding of all carrier systems.
• Basic understanding of branch operating systems (i.e., Employee Navigator and AgencyBloc or similar).
• Proficiency with Microsoft Office products (i.e., Excel, Word, Outlook, PowerPoint or SharePoint).
• Excellent organizational and time management skills.
• Excellent customer service skills.
• Ability to interact and communicate effectively with internal and external parties.
• Ability to multi-task effectively and leverage internal resources.
• Excellent attention to detail.
• Strong client focus and ability to partner with various internal groups.
• Independent, self-motivated with an ability to adapt and be flexible in a team environment.
• Ability to navigate client relationships and product usage.
• Strong verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Preferred 2+ years of insurance or benefits experience (or medical coding), or an equivalent amount of experience, education, or training required.

Nice To Haves

• Associate’s degree preferred.
• Texas insurance license preferred.

Responsibilities

• Work with clients, Insurance Associates, and carriers to ensure optimal client account maintenance and support.
• Manage the production and processing of all client account documentation.
• Maintain production reports for accounting purposes as well as performance tracking.
• Assist with answering phones, screening calls and relaying messages appropriately.
• Assist with firm audits and with maintenance of compliance files.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 1,001-5,000 employees