Houchens Insurance Group
Employee Benefits Account Manager Assistant I - Education Sector
Houchens Insurance Group, Frankfort, Kentucky, United States
Employee Benefits Account Manager Assistant I - Education Sector
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 setting. Are you ready to embark on a rewarding career journey?
What is Houchens Insurance Group?
Clients
Co-owners
Communities
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!
Responsibilities
Provides daily service to and builds relationships with clients by managing phone calls, 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 gathering marketing data.
Seeking opportunities for potential up‑selling of accounts.
Coordinating with Renewal Marketer when applicable.
Teamwork (10%)
Works together with team and with other departments, such as Marketing, Accounting, Compliance, etc.; 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.
Determination (10%)
Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program.
Supervisory Responsibilities
Directly supervises 1‑2 Account Manager Assistants. Responsibilities include assigning, and directing work to Assistants.
Requirements
At least three years related insurance experience and/or training, preferably handling multi‑line, group health accounts; or equivalent combination of education and experience.
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.
Job Details
Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Job function:
Sales and Business Development
Industries:
Insurance
Location:
Lexington, KY (Greater Lexington Area)
Base Salary:
$70,000.00–$400,000.00
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What is Houchens Insurance Group?
Clients
Co-owners
Communities
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!
Responsibilities
Provides daily service to and builds relationships with clients by managing phone calls, 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 gathering marketing data.
Seeking opportunities for potential up‑selling of accounts.
Coordinating with Renewal Marketer when applicable.
Teamwork (10%)
Works together with team and with other departments, such as Marketing, Accounting, Compliance, etc.; 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.
Determination (10%)
Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program.
Supervisory Responsibilities
Directly supervises 1‑2 Account Manager Assistants. Responsibilities include assigning, and directing work to Assistants.
Requirements
At least three years related insurance experience and/or training, preferably handling multi‑line, group health accounts; or equivalent combination of education and experience.
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.
Job Details
Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Job function:
Sales and Business Development
Industries:
Insurance
Location:
Lexington, KY (Greater Lexington Area)
Base Salary:
$70,000.00–$400,000.00
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