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Higginbotham · 1 day ago

Sr. Account Manager, Employee Benefits

Webster, TX

Full-time

Onsite

Senior Level

5+ years exp

Higginbotham is a company focused on providing exceptional customer service in the employee benefits sector. The Senior Account Manager is responsible for maintaining client relationships, managing a book of business, and supporting sales agents in producing and renewing business.

Insurance

Culture & Values

Responsibilities

Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances

Comprehensive knowledge and execution of self-funded accounts

Handles or refers all service requests by our clients

Initiates and handles marketing of accounts beginning 120 days before renewal date. Gathers the necessary information regarding new/existing accounts and submits this information to the various and appropriate carriers to obtain proposals; investigates carrier products, analyzes and reviews clients’ data to appropriate carriers to recommend suitable plans and proposals to offer the client

Reviews the proposals received for accuracy, works hand in hand with the Producer to generate proposal presentation through spreadsheets and proposal exhibits

Calculates premium and payroll deductions, audit billing statements for accuracy on behalf of clients

Generates open enrollment material i.e. enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations for client presentations

Attends and presents local enrollments/client meetings as necessary

Processes necessary paperwork for submission to the carrier

Directs a smooth transition from one carrier to another

Updates all accounts to maintain files on the agency management system when client changes carriers or a renewal is completed

Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities

Maintains knowledge of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs and communicate this information to clients and team members

Ensures client accounts are compliant, including educating and advising clients as well as executing compliance requirements and deadlines

Responsible for identifying product opportunities for new business

Develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business

Maintains agency files accurately and consistently, processes incoming mail requests accurately and swiftly

Attends and completes any training sessions or assignments as required

Performs other related tasks as needed

Qualification

Employee benefits knowledgeAccount management experienceLife & Health LicenseMicrosoft ExcelCommunication SkillsDependabilityAttention to DetailTeam CollaborationClient FocusOrganizational Skills

Required

5+ years of employee benefits and account management experience in the insurance field required, including a strong understanding of current employee benefits, regulations, and industry standards

Active Life & Health License required

Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

Ability to lift 25 pounds

Repeated use of sight to read documents and computer screens

Repeated use of hearing and speech to communicate on telephone and in person

Repetitive hand movements, such as keyboarding, writing, 10-key

Walking, bending, sitting, reaching and stretching in all directions