Employee Benefits Account Manager II
Houchens Insurance Group / Curneal Hignite Insurance, Jasper, IN, United States
Client/Policy Services
Analyzes and answers requests by mail, telephone, or in person from policyholders or internal production and marketing personnel for information concerning insurance policies by performing the following duties. Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings Responsibilities include: Maintaining direct communication and relationships with insureds. 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 conducive relationship with insurance carriers. Preparing ERISA wrap documents. Coordinating with Technology & Benefits Department to support client enrollment needs when applicable. Maintaining Producer 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. Handling complex policy issues and finding resolution without Producer/Service Manager involvement. Working with the Marketing Department and clients for the purpose of gathering marketing data. Seeking opportunities for potential up selling of accounts. Coordinating with Renewal Marketer when applicable. 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. 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. Competencies
To perform the job successfully, an individual should demonstrate the following competencies: Analytical, Continuous Learning, Job Knowledge, Use of Technology, Design, Problem Solving, Project Management, Customer Service, Communications, Cooperation, Managing Customer Focus, Oral Communication, Teamwork, Written Communication, Delegation, Quality Management, Business Acumen, Ethics, Organizational Support, Adaptability, Personal Appearance, Attendance/Punctuality, Dependability, Initiative, Judgement, Planning/Organizing, Quality. 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. Education and/or Experience: At least five years related experience and/or training, preferably handling multi-line, group health accounts; or equivalent combination of education and experience. 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. Ability to speak and represent the company effectively before groups of customers. 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 without Producer/Service Manager involvement. Possess reasoning ability which maintains high level of Producer and Service Manager confidence. Computer Skills: To perform this job successfully, an individual should have knowledge of Database software; Internet software; Spreadsheet software and Word Processing software. Certificates, Licenses, Registrations: 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. Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Analyzes and answers requests by mail, telephone, or in person from policyholders or internal production and marketing personnel for information concerning insurance policies by performing the following duties. Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings Responsibilities include: Maintaining direct communication and relationships with insureds. 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 conducive relationship with insurance carriers. Preparing ERISA wrap documents. Coordinating with Technology & Benefits Department to support client enrollment needs when applicable. Maintaining Producer 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. Handling complex policy issues and finding resolution without Producer/Service Manager involvement. Working with the Marketing Department and clients for the purpose of gathering marketing data. Seeking opportunities for potential up selling of accounts. Coordinating with Renewal Marketer when applicable. 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. 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. Competencies
To perform the job successfully, an individual should demonstrate the following competencies: Analytical, Continuous Learning, Job Knowledge, Use of Technology, Design, Problem Solving, Project Management, Customer Service, Communications, Cooperation, Managing Customer Focus, Oral Communication, Teamwork, Written Communication, Delegation, Quality Management, Business Acumen, Ethics, Organizational Support, Adaptability, Personal Appearance, Attendance/Punctuality, Dependability, Initiative, Judgement, Planning/Organizing, Quality. 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. Education and/or Experience: At least five years related experience and/or training, preferably handling multi-line, group health accounts; or equivalent combination of education and experience. 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. Ability to speak and represent the company effectively before groups of customers. 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 without Producer/Service Manager involvement. Possess reasoning ability which maintains high level of Producer and Service Manager confidence. Computer Skills: To perform this job successfully, an individual should have knowledge of Database software; Internet software; Spreadsheet software and Word Processing software. Certificates, Licenses, Registrations: 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. Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.