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Houchens Insurance Group · 1 month ago

Employee Benefits Account Manager Assistant I - Education Sector

Lexington,KY,US

Full-time

Onsite

Mid Level

3+ years exp

Houchens Insurance Group is a company that provides insurance services, and they are seeking an Employee Benefits Account Manager Assistant I to manage client relationships and support policy services. The role involves daily communication with clients, maintaining databases, assisting in enrollment processes, and collaborating with various departments to ensure compliance and service standards are met.

Auto InsuranceCommercial InsuranceInsuranceProperty InsuranceService Industry

Growth Opportunities

Responsibilities

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

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

Displays commitment and initiative to meet department and agency education goals as set forth in the organizations education program

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

Qualification

Insurance experienceClient relationship managementDatabase managementOpen enrollment assistanceTraining new team membersMarketing data gatheringTeam collaborationCommunication skillsProblem-solvingInitiative

Required

At least three years related insurance 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