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Employee Benefits Account Executive

Company: Houchens Insurance Group Inc.
Location: Bowling Green
Posted on: June 18, 2022

Job Description:

The Senior Account Manager's responsibilities include maintaining a thorough knowledge of our business and offerings, developing and implementing strategic plans to grow accounts, managing and strengthening client relationships, identifying new business opportunities, and coordinating with internal teams to deliver on client expectations.

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.
Responsibilities include:
- Developing and implementing strategic plans to manage and grow accounts.
- Leading the annual renewal process through marketing management and presentation development for specific clients
- Retaining clients and building strong, trusting relationships.
- Understanding client needs and identifying new business opportunities.
- Providing superior customer service and ensuring client satisfaction.
- Communicating and coordinating with internal teams to deliver solutions.
- Identifying opportunities for improvement and proposing new tools and processes.
- Supporting sales teams to improve their performance and reach targets.
- Developing and maintaining excellent knowledge and understanding of our business, offerings, competitors, and industry.
- Ensuring delivery of monthly, quarterly, semi-annual & annual claims reporting with insights to clients
- Maintaining direct communication and relationship with insureds.
- Completing special projects as requested by Manager.
- Performing open enrollment meetings and assisting clients in enrollment paperwork for employees.
- Taking ownership over accounts

Works together with team and with other departments, such as Marketing, Accounting, Compliance, etc.; this includes conferencing with Producer to discuss execution of strategies. Acts as mentor to department team members. Volunteers to back up and/or assist others as needed. Manages PTO to work with departmental needs. Completes special projects that require extensive insurance knowledge and experience.

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 seven 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 mature and experienced reasoning ability which maintains a 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 can obtain such within 120 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.


Keywords: Houchens Insurance Group Inc., Bowling Green , Employee Benefits Account Executive, Other , Bowling Green, Kentucky

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