Now Hiring - Insurance Employee Benefits Senior Account Manager in Houston, TX

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits Senior Account Manager for our Houston, TX office.

The Employee Benefits Senior Account Manager maintains a professional relationship with our clients through exceptional customer service. Account Managers are assigned to a book of business and responsible for obtaining clients’ trust by meeting their needs and expectations. Account Managers are also responsible for supporting our sales Agent(s) 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.

Some of the responsibilities for the Employee Benefits Senior Account Manager include:

• Acts as 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 account beginning 120 days prior to renewal date. Gathers the necessary information regarding new/existing accounts and submits this information to the various and appropriate carriers to obtain proposals; investigate carrier products, analyzes and reviews clients’ data to appropriate carriers to recommend appropriate plans and proposals to offer the client.
• Reviews the proposals received for accuracy, works hand in hand with Producer to generate proposal presentation through spreadsheets and proposal exhibits
• Calculates premium and payroll deductions, 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, power point presentations for client presentations
• Conducts open enrollment presentations in front of an audience
• Processes necessary paperwork for submission to carrier
• Directs a smooth transition from one carrier to another
• Updates all accounts to maintain files on the agency management system, when client changes carriers or a renewal is completed
• Sets priorities and manages work flow 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
• Develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business
• Supervise, coach and manage assigned service team of account managers.

Non-essential Tasks:

• Maintains agency files accurately and consistently, processes incoming mail requests accurately and swiftly
• Attends and completes any training sessions or assignments as required
• Performs other related tasks as needed

Specific Knowledge, Skills and Abilities:

• Highly motivated self-starter with ability to work independently to accomplish established agency goals
• Ability to work as a team player with a committed positive approach to working through adversity
• Strong organizational and time management skills, with an extreme attention to detail
• Critical thinking skills with ability to use logic and reasoning to identify deficiencies or other concerns
• Ability to adhere to and meet deadlines
• Above average mathematical skills
• Accountable and delivers on commitments
• Exception communication skills, both in the verbal and written word, necessary to communicate with clients, carriers and prospects concerning employee benefit lines of coverage
• Intermediate knowledge of Microsoft Office Products Outlook, Word and Excel preferred; basic working knowledge of Power Point preferred
• Knowledge of fully-insured and self-funded financial arrangements
• Understanding of ACA

Experience and Education:

• Undergraduate degree
• Life and Health Agent’s license
• Minimum three years’ experience in employee benefit account management preferred
• Commitment to continuous learning Phys

Location: Houston, TX, Hybrid Schedule Available for Qualified Candidates

Perks & Benefits:

• Generous employee benefits package which includes a robust wellness program
• Employee Ownership Opportunities
• Career progression opportunity - the potential for growth within the company