Manage and service assigned employee benefits clients, coordinate renewals, enrollments, and bid processes, act as liaison with carriers and third-party vendors, resolve escalated issues, and support upsell opportunities while maintaining client communication and compliance with carrier and federal/state changes.
Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Employee Benefits Account Manager in the Richardson, TX office.
The primary functions of an Account Manager are to coordinate workflow with the sales team for assigned clients and to establish depth in the client relationship. An Account Manager will service new and existing accounts and perform sales and service functions for up-sale of existing clients. This position is a remote position in Richardson, TX.
Duties and Responsibilities:
- Service assigned client base to establish rapport for in-depth client relationship.
- Coordinate workflow with assigned client service representative for clients and carriers.
- Coordinate bid process for existing clients for supplemental and group health products.
- Meet with clients for renewal process and make recommendations in the client's best interest.
- Act as a liaison between the client and third-party vendors of clients.
- Coordinate management of client accounts with HPS account team.
- Prepare group meeting and enrollment materials for clients.
- Plan, coordinate and conduct group meetings and employee enrollments.
- Effect changes in benefit plans as needed by client.
- Troubleshoot and resolve escalated issues (claims, eligibility, etc.) with third party vendors on behalf of client and their employees.
- Maintain quick communication with client via email/Internet/voice.
- Maintain awareness of new developments, changes with various carriers and new federal/state laws.
- Perform other duties as needed or required.
Location: Remote position that requires occasional travel to Richardson, TX
Experience: 3-5 years of Life & Health, customer service experience required
License: General Lines - Life, Accident, Health and HMO
Compensation: Competitive compensation depending on applicable experience
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
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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