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Houchens Insurance Group · 4 days ago

Employee Benefits Account Manager II

Louisville, KY

Full-time

Onsite

Senior Level

5+ years exp

Houchens Insurance Group is seeking an Employee Benefits Account Manager II to provide exceptional service to clients and manage their insurance policy inquiries. The role involves maintaining client relationships, coordinating with various departments, and supervising Account Manager Assistants to ensure compliance with service standards.

Auto InsuranceCommercial InsuranceInsuranceProperty InsuranceService Industry

Growth Opportunities

Responsibilities

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 relationship with insurance carriers

Preparing ERISA wrap documents

Coordinating with 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 a resolution without Producer/Service Manager involvement

Working with the Marketing Department and clients for the purpose of gathering marketing data

Seeking opportunities for potential upselling of accounts

Coordinating with Renewal Marketer when applicable

Works together with the team and with 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

Directly supervises 1-2 Account Manager Assistants. Responsibilities include assigning and directing work to Assistants

Qualification

Insurance licenseClient relationship managementMulti-line health accountsDatabase managementDeterminationTeamwork

Required

At least five years related experience and/or training, preferably handling multi-line, group health accounts; or equivalent combination of education and experience

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