Employee Benefits Account Executive
Company: Houchens Insurance Group Inc.
Location: Bowling Green
Posted on: June 18, 2022
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Job Description:
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.
80%
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
20%
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. 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.
Requirements:
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 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.
PI181075080
Keywords: Houchens Insurance Group Inc., Bowling Green , Employee Benefits Account Executive, Other , Bowling Green, Kentucky
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