What are the responsibilities and job description for the Employee Benefits Account Manager II position at Houchens Insurance Group Inc.?
Description
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.
- A long-term career with substantial development and advancement opportunities.
- Ownership in the company in the form of stock via the Houchens Industries ESOP, the largest 100% owned company in the world.
- 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
Responsibilities include:
- Maintaining direct communication and relationships with insureds.
- Obtaining updated underwriting information from clients when necessary.
- Reviewing policies and entering information in a database system.
- Performing open enrollment meetings and assisting clients in enrollment paperwork for employees.
- Maintaining agency management database with current information and ordering corrections as necessary.
- Maintaining conducive relationships with insurance carriers.
- Preparing ERISA wrap documents.
- Coordinating with the Technology & Benefits Department to support client enrollment needs when applicable.
- Maintaining Producer 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.
- Handling complex policy issues and finding resolution without Producer/Service Manager involvement.
- Working with the Marketing Department and clients to gather marketing data.
- Seeking opportunities for potential upselling of accounts.
- Coordinating with Renewal Marketer when applicable.
10%
Teamwork
Works with the team and other departments, such as Marketing, Accounting, Compliance, etc.; this includes conferencing with the Producer to discuss the 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 the Manager.
10%
Determination
Displays commitment and initiative to meet department and agency education goals as set forth in the organization's education program.
Supervisory Responsibilities
Directly supervises 1-2 Account Manager Assistants. Responsibilities include assigning and directing work.
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Requirements
Education and/or Experience
At least three years related insurance experience and/or training, preferably handling multi-line,
group health accounts, or an equivalent combination of education and experience.
Certifications
Must hold applicable state insurance license or have the ability to obtain such within 90 days of
employment. Must be able to obtain insurance designations as set forth by the organization’s
education plan.
