Employee Benefits Account Manager Associate I

Houchens Insurance Group; Owensboro (KY); On-site; USD 52,000 - 72,000; Full time

Job summary

Houchens Insurance Group is seeking an experienced Account Manager to deliver client and policy services with a focus on maintaining strong client relationships and accurate data management. Candidates should have three+ years of related insurance experience and hold, or be able to obtain within 90 days, the appropriate state license.

The role emphasizes teamwork and ongoing professional development. The position includes supervisory responsibilities for 1-2 Account Manager Assistants, with

Qualifications

• At least three years of related insurance experience and/or training.
• 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.

Responsibilities

• 80% Client/Policy Services: provides daily service to clients by managing phone calls and emails, maintaining direct communication and relationships with insureds, and attending meetings.
• 10% Teamwork: collaborates with other departments, assists in training, and supports cross-functional strategies.
• 10% Determination: demonstrates commitment to education goals as per the organization's program.
• Supervisory Responsibilities: directly supervises 1-2 Account Manager Assistants.

Job description

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:

• Clients
• Co-owners
• 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.
• Long-term career with substantial development and advancement opportunities.
• Ownership in the company in the form of stock via the Houchens Industries ESOP.
• 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.

• 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.

10% Teamwork

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.

10% Determination

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

Supervisory Responsibilities

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

Requirements

Education and/or Experience

At least three years of related insurance experience and/or training, preferably handling multi-line, group health accounts; or 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.