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Employee Benefits Account Manager

Role overview

Qualifications

  • 3-5 years of Life Health customer service experience required
  • General Lines - Life, Accident, Health and HMO license
  • Ability to travel occasionally to Richardson, TX

Responsibilities

  • Service assigned client base to establish in-depth client relationships
  • Coordinate workflow with client service representatives for clients and carriers
  • Meet with clients for renewal process and make recommendations
  • Troubleshoot and resolve escalated issues with third-party vendors

Key facts

Other skills

  • Customer Service
  • Problem Solving
  • Communication
  • Teamwork
  • Time Management

About the company

Higginbotham logo

Higginbotham

Insurance

We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.

Company details

Company typeLarge
IndustryInsurance
Company size1001 - 5000

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Job description

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

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 

Benefits & Compensation: 

  • Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. 
  • Employee Wellness Program 
  • Company paid holidays, plus PTO 

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.

*Applications will be accepted until the position is filled 

 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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