About this opportunity
Higginbotham lists this Employee Benefits Account Manager opportunity in lafayette, Louisiana. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Position Summary
The Account Manager position maintains a professional relationship with our clients through exceptional customer service. Account Managers are assigned a book of business comprised of fully insured and level funded clients. This role is responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our Producers in producing new business and renewing existing business. Account Managers serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education.
Essential Tasks
Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances
Handles or refers all service requests by our clients
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’ data with appropriate carriers to recommend appropriate plans and proposals to offer the client
Reviews the proposals received for accuracy, works hand-in-hand with Producers to generate proposal presentations through spreadsheets and proposal exhibits
Calculates premium and payroll deductions, and audit billing statements for accuracy on behalf of clients
Generates open enrollment material, (i.e. enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations) for client presentations
Conducts open enrollment presentations in front of an audience
Processes necessary paperwork for submission to the carrier
Directs a smooth transition from one carrier to another
Updates all accounts to maintain files on the agency management system when the client changes carriers or a renewal is completed
Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities
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
Ensures client accounts are compliant including educating and advising clients, as well as executing on compliance requirements and deadlines
Develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business
Maintains agency files accurately and consistently
Processes incoming mail requests accurately and swiftly
Attends and completes any training sessions or assignments, as required
Perform other related tasks as needed
Core Competencies
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education
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
Experience with Affordable Care Act (ACA) and Employment Retirement Income Security Act (ERISA) preferred
Experience with fully insured financial arrangements and alternative-funding methods preferred
Commitment to continuous learning and professional development
Licensing and Credentials
Active Life & Health License required
Industry-related designations preferred
Systems
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Physical Requirements
Ability to lift 25 pounds
Repeated use of sight to read documents and computer screens
Repeated use of hearing and speech to communicate on telephone and in person
Repetitive hand movements, such as keyboarding, writing, 10-key
Walking, bending, sitting, reaching and stretching in all directions
Notice to Recruiters and Staffing Agencies
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.
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Worksite address
lafayette, LA, 70595, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.