Employee Benefits Account Manager II (R1)
Company: Houchens Insurance Group Inc.
Location: Lexington
Posted on: June 25, 2022
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Job Description:
Description:
SummaryAnalyzes 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.
Requirements:
80%Client/Policy ServicesProvides daily service to and builds
relationships with clients by managing phone calls and emails in a
timely manner and attending meetingsResponsibilities 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. 10%TeamworkWorks 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.
10%DeterminationDisplays 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 - Synthesizes complex or diverse information; collects
and researches data; uses intuition and experience to complement
data. Continuous Learning - Seeks feedback to improve performance;
pursues training and development opportunities; strives to
continuously build knowledge and skills; shares expertise with
others. Job Knowledge - Competent in required job skills and
knowledge; exhibits ability to learn and apply new skills; keeps
abreast of current developments; requires minimal supervision;
displays understanding of how job relates to others. Use of
Technology - Adapts to new technologies; uses technology to
increase productivity. Design - Demonstrates attention to detail.
Problem Solving - Identifies and resolves problems in a timely
manner; gathers and analyzes information skillfully; works well in
group problem solving situations. Project Management - Communicates
changes and progress. Customer Service - Manages difficult or
emotional customer situations; responds promptly to customer needs;
responds to requests for service and assistance; meets commitments.
Communications - Expresses ideas and thoughts verbally; expresses
ideas and thoughts in written form; exhibits good listening and
comprehension; keeps others adequately informed; selects and uses
appropriate communication methods. Cooperation - Establishes and
maintains effective relations; offers assistance and support to
co-workers; works actively to resolve conflicts. Managing Customer
Focus - Promotes customer focus; establishes customer service
standards. Oral Communication - Speaks clearly and persuasively in
positive or negative situations; listens and gets clarification;
responds well to questions. Teamwork - Contributes to building a
positive team spirit; able to build morale and group commitments to
goals and objectives; supports everyone's efforts to succeed.
Written Communication - Writes clearly and informatively; edits
work for spelling and grammar; varies writing style to meet needs;
presents numerical data effectively; able to read and interpret
written information. Delegation - Delegates work assignments; sets
expectations and monitors delegated activities. Quality Management
- Looks for ways to improve and promote quality; demonstrates
accuracy and thoroughness. Business Acumen - Demonstrates knowledge
of market and competition; aligns work with strategic goals. Ethics
- Inspires the trust of others; works with integrity and
principles; upholds organizational values. Organizational Support -
Follows policies and procedures. Adaptability - Adapts to changes
in the work environment; manages competing demands; changes
approach or method to best fit the situation; able to deal with
frequent change, delays, or unexpected events. Personal Appearance
- Dresses appropriately for position; keeps self well groomed.
Attendance/Punctuality - Is consistently at work and on time;
ensures work responsibilities are covered when absent; arrives at
meetings and appointments on time. Dependability - Follows
instructions, responds to management direction; takes
responsibility for own actions; keeps commitments; commits to long
hours of work when necessary to reach goals.; completes tasks on
time or notifies appropriate person with an alternate plan.
Initiative - Undertakes self-development activities. Judgement -
Includes appropriate people in decision-making process.
Planning/Organizing - Prioritizes and plans work activities; uses
time efficiently. Quality - Demonstrates accuracy and thoroughness;
monitors own work to ensure 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
SkillsAbility 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 DemandsThe 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 EnvironmentThe 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.PI181075633
Keywords: Houchens Insurance Group Inc., Lexington , Employee Benefits Account Manager II (R1), Executive , Lexington, Kentucky
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