Houchens Insurance Group · 2 months ago
Employee Benefits Account Manager II (R1)
Louisville,KY,US
Full-time
Onsite
Mid, Senior Level
5+ years expHouchens Insurance Group is a company focused on providing insurance solutions, and they are seeking an Employee Benefits Account Manager II to manage client relationships and services. The role involves analyzing requests from policyholders, maintaining communication with clients, and ensuring compliance with insurance standards.
Auto InsuranceCommercial InsuranceInsuranceProperty InsuranceService Industry
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 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 resolution without Producer/Service Manager involvement
Working with the Marketing Department 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
Displays commitment and initiative to meet department and agency education goals as set forth in the organizations education program
Qualification
Required
At least five years related experience and/or training, preferably handling multi-line, group health accounts; or equivalent combination of education and experience
Ability to read, analyze, and interpret complex documents, such as insurance policies
Ability to respond effectively to inquiries or service issues from company personnel and/or clients
Ability to speak and represent the company effectively before groups of customers
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to bring full resolution to issues without Producer/Service Manager involvement
Possess reasoning ability which maintains high level of Producer and Service Manager confidence
Knowledge of Database software; Internet software; Spreadsheet software and Word Processing software
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
Company
Houchens Insurance Group
Houchens offers clients the most adequate protection for all of their insurance needs.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Andy Barker
Chief Executive Officer
Geoff Bosley
Chief Financial Officer
Recent News
The Business Journals
2025-01-11
2024-02-05
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