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Employee Benefits Account Manager II

Houchens Insurance Group

Bowling Green, KY • On-site

Full-time

Medical, Dental, Vision, PTO

Re-posted 9 days ago

Job description

Job Type
Full-time
Description
Are you a self-motivated individual who thrives in fast-paced environments and values organization?
Join our team in a role where you can contribute your unique skills and drive to a team dedicated to innovation and excellence.
What You Will Receive...
  • Unlimited growth based on your performance.
  • Ownership in the company in the form of stock via the Houchens Industries ESOP.
  • Long-term career with substantial development and advancement opportunities.
  • Opportunity to collaborate within a production team model to ensure efficient operations and optimal output.
  • Comprehensive medical, dental, and vision plans and many more supplemental benefits.
  • Work-life balance.
  • Plus, much more!

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.
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 clients.
  • 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 conductive relationship with insurance carriers.
  • Maintaining Producer, Director of Benefit Operations and Team Lead confidence in job knowledge, judgment calls, and awareness of current industry trends and developments.
  • Coordinating the preparation and distribution of compliance-related materials, such as ERISA wrap documents, Annual Notices, and Form 5500s, and assists with client communication regarding benefit plan documentation and regulatory requirements.
  • Servicing assigned accounts and resolves routine to complex policy issues with minimal guidance and oversight from the Producer and Team Lead.
  • Collaborates with T&B Team to assist with enrollment set up, troubleshooting, and overall client enrollment support.
  • Serving as liaison between client and Marketing to gather renewal data and paperwork.
  • Coordinates with insurance carriers to research and resolve claims, billing, and administration issues

10% Teamwork
  • Works together with team and with other departments, such as Marketing, Technology & Benefits, 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 organization's education program.
Computer Skills
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 five 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.

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