What are the responsibilities and job description for the Account Manager, Employee Benefits position at Hotchkiss Insurance Agency?
Who We Are
As one of the largest independent agencies in Texas, we’re proud to be known for our exceptional, values-based culture and are consistently recognized as one of the best places to work. We believe this serves as a reflection of our excellent client service, our philanthropic efforts, focus on employee well-being, sound financial management, and a bright prospect for the future.
Role Summary
The Employee Benefits Account Manager is responsible for managing an assigned book of business, which includes both day to day service and overall management of client benefit programs. This position works closely with Consultants and account support to ensure the full service offering is delivered to clients in a proactive manner.
What You Will Do
- Marketing client benefit programs with carriers, third parties and other applicable vendors.
- Ensure proper timelines are followed and proactively engage with clients and carriers in advance for renewal deliverables and requests.
- Oversee implementation between carriers, vendors and the client.
- Proactively address issues or concerns and act as the primary liaison to provide a positive experience for the client.
- Coordinating components of the renewal process. This includes education materials, education method (meetings, videos, coordinating onsite counselors) and enrollment process (technology system or enrollment forms).
- Effectively and accurately document all activities and correspondence within the EPIC system.
- Take ownership and full responsibility for maintaining a book of business.
- Maintain a customer retention goal of a minimum of 90% on the assigned book of business.
What You Will Bring
What You Will Experience
Hotchkiss is an EOE and drug-free workplace. All applicants must be authorized to work in and currently reside in the United States.
NO AGENCIES OR 3RD PARTY INQUIRIES
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