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Employee Benefits Account Manager Hybrid Jobs in Oklahoma

BancFirst

Employee Benefits Account Manager

Tulsa, OK · On-site

Employee Benefits Account Manager Tulsa, OK Onsite Position BancFirst Insurance Services, 220 E 8th St, Tulsa, OK 74119 Full Time POSITION SUMMARY This position is responsible for servicing a book of ...

APR

Commercial Lines Account Manager | Hybrid

Tulsa, OK · Hybrid

$70K - $85K/yr

Commercial Lines Account Manager / Commercial Lines Account Executive | Client Service Manager Salary: $60,000 - $79,000 + Benefits, 401k Location: Tulsa, OK | Hybrid Overview: A well-respected ...

HireRight

Account Manager

Tulsa, OK

... 3 years of experience in account management, customer success, sales, or a related field ... What do we offer In exchange for your expertise, HireRight offers an excellent employee benefit ...

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Employee Benefits Account Manager Hybrid information

What are the key skills and qualifications needed to thrive as an Employee Benefits Account Manager (Hybrid), and why are they important?

To thrive as an Employee Benefits Account Manager (Hybrid), you need a solid understanding of group health insurance, benefits administration, and regulatory compliance, often backed by a bachelor's degree and relevant insurance licenses. Familiarity with benefits management platforms, CRM systems, and proficiency in Microsoft Office are typically required, along with certifications such as CEBS or state insurance licensure. Exceptional communication, organizational skills, and the ability to build client relationships are crucial soft skills for success in this client-facing, multitasking role. These competencies ensure accurate plan administration, client satisfaction, and effective collaboration with both internal teams and external partners.

How does an Employee Benefits Account Manager Hybrid coordinate with internal teams and clients to ensure successful benefits plan implementation?

As an Employee Benefits Account Manager Hybrid, you'll regularly collaborate with both internal departments—such as sales, underwriting, and compliance—and external clients to ensure that benefits plans are implemented smoothly. This typically involves leading client meetings, gathering necessary documentation, relaying client needs to carriers, and troubleshooting any issues that arise during onboarding. Strong organizational skills and proactive communication are essential, as you'll often act as the main point of contact, ensuring all stakeholders are aligned and deadlines are met. The hybrid aspect of the role also means balancing remote work with in-office collaboration, which can offer flexibility while maintaining strong team connections.

What is an Employee Benefits Account Manager Hybrid?

An Employee Benefits Account Manager Hybrid is a professional who manages employee benefits programs for organizations, such as health insurance, retirement plans, and other perks. The 'hybrid' aspect refers to their work arrangement, meaning they split their time between working remotely and working onsite. Their main responsibilities include serving as the main point of contact between clients and insurance carriers, resolving benefits-related issues, ensuring compliance, and helping clients understand and maximize their benefits offerings. They also assist with renewals, enrollments, and communication of benefits plans to employees.
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Employee Benefits Account Manager

Employee Benefits Account Manager

BancFirst

Tulsa, OK • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

BancFirst rating

6.6

Company rating: 6.6 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

118th of 141 rated banks

Job description

Employee Benefits Account Manager
Tulsa, OK
Onsite Position
BancFirst Insurance Services, 220 E 8th St, Tulsa, OK 74119
Full Time
POSITION SUMMARY
This position is responsible for servicing a book of business in a timely, accurate and positive manner with the input of the producer on the account, if a producer is on the account.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
Renewal & New Business
  • May initiate or attend meetings with the producer(s) or supervisors to discuss marketing plans for expiring accounts in advance of expiration.
  • Market new groups and renewals and prepare spreadsheets and quotes sheets as needed and instructed and discuss options with producer or customer.
  • Organize, assist and attend group enrollments as needed.
  • Submit group paperwork to carrier(s) and gather information needed for policy issuance.
  • Enter appropriate information according to policies and procedures into the EPIC Agency Management System including invoicing and billing.
  • Enter follow up activities for renewal and commissions.
  • Process enrollment/terms for groups as needed.
  • Assist with claim and customer billing inquiries and issues.
  • Quote individual medical, dental, etc as needed.
  • Answers benefit related question in dealing directly with customers or producers.
  • May instruct and work with Assistants in servicing of customer needs.
  • Accounting/Audits
    • Responsible for resolving accounting discrepancies to producers and clients if applicable.
  • General
  • Requests and tracks the processing of policy changes, additions and deletions during the policy term.
  • Ensures the accuracy of information in the Agency Management System.
  • Responsible for the accuracy of work given to Assistant(s).
  • Generally handles larger and more complex accounts than AM I and book is larger in size in terms of number of accounts and/or commission handled.
  • Maintains positive and professional working relationships with clients, carriers and other employees in the office.
  • Regular and consistent attendance is an essential function of this position

REQUIREMENTS
  • 2+ years Employee Benefits Account Manager experience
  • High School education required with college degree preferred or equivalent experience &/or education
  • Possesses a solid working knowledge of Group Employee Benefit overages and individual life/health coverages.
  • Current insurance license and working on CEBS designation.
  • Ability to work with computer technology including use of Word and Excel or other relevant programs.
  • Ability to operate computers and general office equipment
  • Aptitude for accuracy in mathematical calculations
  • Demonstrates professional tactful negotiation and persuasion skills to achieve objectives.
  • Organizational and Time Management skills to prioritize workloads and meet deadlines.
  • Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility.

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.
EOE - BancFirst is an Equal Opportunity employer.

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