Employee Benefits Account Manager Associate I
Are you a detail-oriented individual who thrives in a stable and supportive work environment?
Explore an opportunity with us where your achievements are celebrated, and your professional growth is fostered in a steadfast and stable setting. Are you ready to embark on a rewarding career journey?
What is Houchens Insurance Group?
We are a 100% employee-owned company with a great culture and excellent benefits. We're big on growing and celebrating the talent that we hire. Houchens Insurance Group is dedicated to embodying the three fundamental pillars of service:
1. Clients
2. Co-owners
3. Communities
By placing equal emphasis on meeting the needs of our clients, fostering a supportive environment for our co-owners, and actively contributing to the betterment of our communities, we strive to create a positive and impactful experience for all.
What you will receive…
- Opportunity to collaborate within a production team model to ensure efficient operations and optimal output.
- Variable compensation with stability and unlimited growth based on your performance.\
- Long-term career with substantial development and advancement opportunities.
- Ownership in the company in the form of stock via the Houchens Industries ESOP.
- Comprehensive medical, dental, and vision plans, and many more supplemental benefits.
- Work-life balance
- Plus, much more!
To learn more about Houchens Insurance Group, visit us on LinkedIn.
80% Client/Policy Services
Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings.
- Maintaining direct communication and building relationships with insureds.
- Obtaining updated underwriting information from clients when necessary.
- Reviewing policies and entering information in a database system.
- Assisting in open enrollment meetings and assisting clients in enrollment paperwork for employees.
- Maintaining agency management database with current information and ordering corrections as necessary.
- Building relationships with insurance carriers.
- Developing Producer, Director of Account Services and Service Manager confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
- Maintaining compliance with all Employee Benefit service standards and procedures.
- Servicing of assigned accounts with minimal Producer/Service Manager direction.
- Handling complex policy issues and finding resolution with minimal Producer/Service Manager involvement.
- Coordinating with Technology and Benefits Department to support client enrollment needs when applicable.
- Prepare ERISA wrap Documents.•Working with marketing and clients for the purpose of gathering marketing data.
- Seeking opportunities for potential up selling of accounts.
- Coordinating with Renewal Marketer when applicable.
10% Teamwork
Works together with team and with other departments, such as Marketing, Accounting, Compliance, etc.; this includes conferencing with Producer to discuss execution of strategies. Assists in training new team members. Volunteers to back up and/or assist others as needed. Manages PTO to work with departmental needs. Special projects as requested by Manager.
10% Determination
Displays commitment and initiative to meet department and agency education goals as set forth in the organizations education program.
Supervisory Responsibilities
Directly supervises 1-2 Account Manager Assistants. Responsibilities include assigning, and directing work to Assistants.