Employee Benefits Account Manager Associate II

Houchens Insurance Group INC.; Crestview Hills (KY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

ESOP ownership

Healthcare benefits

Work-life balance

Career growth

Job summary

Houchens Insurance Group in Crestview Hills, KY, is looking for a detail-oriented Account Manager to deliver daily client and policy services within a collaborative production team.

You will build relationships with insureds, manage policy data, assist enrollment processes, and support open enrollment while aligning with industry standards. The company offers ESOP ownership, strong benefits, and clear paths for advancement.

Qualifications

• Minimum of 3 years related insurance experience.
• Must hold applicable state insurance license or have the ability to obtain within 90 days.
• Must be able to obtain insurance designations as per the organization’s education plan.

Responsibilities

• Provide daily client/policy services by managing phone calls and emails and attending meetings.
• Maintain agency management database with current information and update underwriting data as needed.
• Assist in open enrollment meetings and enrollment paperwork for employees.
• Identify opportunities for potential up-selling of accounts and coordinate with Renewal Marketer when applicable.

Skills

Client relationship management

Policy servicing

Communication skills

Team collaboration

Tools

Database software

Spreadsheet software

Word processing software

Internet software

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:

• 1. Clients
• 2. Co-owners
• 3. 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, the largest 100% owned company in the world.
• 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.

Requirements

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.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is responsible for adherence to the stated expectations of the Management Program.

Language Skills

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.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Reasoning Ability

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to bring full resolution to issues with minimal Producer/Service Manager involvement. To perform this job successfully, an individual should have knowledge of Database Software, Internet software, Spreadsheet Software, and Word Processing Software.

Education and/or Experience

At least three years 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.