Employee Benefits Account Manager (Growth & Gaps Team) at Higginbotham

United States

<p><strong>Position Summary:</strong>&nbsp; The Account Manager position maintains a professional relationship with our clients through exceptional customer service.&nbsp; Account Managers are assigned a book of business comprised of fully insured and level funded clients. This role is responsible for obtaining clients&rsquo; trust by meeting their needs and expectations. They are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business.&nbsp; Account Managers serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education.</p> <p><strong>Supervisory Responsibilities:</strong>&nbsp; None <br /><br /><strong>Essential Tasks:</strong></p> <ul> <li>Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances</li> <li>Handles or refers all service requests by our clients</li> <li>Initiates and handles marketing of accounts beginning 120 days before the renewal date. Gathers the necessary information regarding new/existing accounts and submits this information to the various and appropriate carriers to obtain proposals; investigates carrier products, analyzes and reviews clients&rsquo; data with appropriate carriers to recommend appropriate plans and proposals to offer the client.</li> <li>Reviews the proposals received for accuracy, works hand in hand with Producers to generate proposal presentations through spreadsheets and proposal exhibits</li> <li>Calculates premium and payroll deductions, audit billing statements for accuracy on behalf of clients</li> <li>Generates open enrollment material, i.e. enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations for client presentations</li> <li>Conducts open enrollment presentations in front of an audience</li> <li>Processes necessary paperwork for submission to the carrier</li> <li>Directs a smooth transition from one carrier to another</li> <li>Updates all accounts to maintain files on the agency management system when the client changes carriers or a renewal is completed</li> <li>Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.</li> <li>Maintains knowledge of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs and communicate this information to clients and team members</li> <li>Ensures client accounts are compliant including educating and advising clients as well as executing on compliance requirements and deadlines</li> <li>Develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients&rsquo; needs and facilitate the processing of business</li> <li>Maintains agency files accurately and consistently, processes incoming mail requests accurately and swiftly</li> <li>Attends and completes any training sessions or assignments as required</li> <li>Performs other related tasks as needed</li> </ul> <p><strong>&nbsp;Location:</strong></p> <ul> <li>This role will be assigned to our (Fort Worth, TX office) but can be worked remotely from within the continental United States.</li> </ul> <p><strong>Core Competencies: </strong></p> <ul> <li>Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner</li> <li>Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly</li> <li>Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences</li> <li>Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively</li> <li>Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals</li> <li>Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction</li> <li>Dependability: Acknowledgment of the importance of being present and punctual.</li> <li>Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome</li> <li>Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously</li> <li>Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment</li> </ul> <p><strong>Experience and Education:</strong></p> <ul> <li>5 years of employee benefits and account management experience in the insurance field required, including a strong understanding of current employee benefits, regulations, and industry standards</li> <li>Experience with Affordable Care Act (ACA) and Employment Retirement Income Security Act (ERISA) preferred</li> <li>Experience with fully-insured financial arrangements and alternate-funding methods preferred</li> <li>Commitment to continuous learning and professional development</li> </ul> <p><strong>Licensing and Credentials:</strong></p> <ul> <li>Active Life &amp; Health License required</li> <li>Industry-related designations preferred</li> </ul> <p><strong>Systems:</strong></p> <ul> <li>Proficient with Microsoft Excel, Word, PowerPoint, and Outlook</li> <li>Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable</li> </ul> <p><strong>Physical Requirements:</strong></p> <ul> <li>Ability to lift 25 pounds</li> <li>Repeated use of sight to read documents and computer screens</li> <li>Repeated use of hearing and speech to communicate on telephone and in person</li> <li>Repetitive hand movements, such as keyboarding, writing, 10-key</li> <li>Walking, bending, sitting, reaching and stretching in all directions</li> </ul> <p><strong>Benefits &amp; Compensation: </strong></p> <ul> <li>Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.</li> <li>Company paid holidays, plus PTO</li> <li>Employee Wellness Program</li> </ul> <p><strong>Notice to Recruiters and Staffing Agencies</strong>: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.&nbsp;</p> <p>*Applications will be accepted until the position is filled&nbsp;</p>