Senior Employee Benefits Account Manager - Frost Insurance Agency

Frost Bank • Southwest Houston, TX

283d

About The Position

As a Senior 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 with moderately complex to complex accounts. You will use your collaborative mindset, analytical skills, and desire for constant improvement to ensure policy renewal processes are managed for all assigned accounts.

Requirements

• 5+ years of experience in insurance, health care, or human resources field, or a Bachelor's degree with 3+ years related business experience
• Texas General Lines Agent License: Life, Accident, Health and HMO or attainment within 90 days of employment
• Ability to manage moderately complex accounts such as ones with 50+ employee count, level and self-funded, etc. and have a revenue of $500,000+ with average annualized commissions per customer of $10,000+
• Strong knowledge of Employee Benefits plan designs
• Strong organizational skills
• Ability to meet deadlines
• Excellent written and verbal communication skills
• Proficient in Microsoft computer applications

Responsibilities

• Act as a lead and mentor to Employee Benefits Account Managers and other support staff
• Oversee moderately complex accounts, such as those with 50+ employees or self-funded plans, serving as main point of contact for FIA customers
• Conduct client consultations and enrollment meetings either on-site or at their place of business
• 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
• Assist in negotiations with vendors and carriers; present findings and recommendations to clients, producers, and prospective customers
• 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, as well as working knowledge 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
• Always taking 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 + more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree