Employee Benefits Account Manager

Job Description

Founded in 1986, Dublin, Ohio-based Haughn & Associates (H&A) is a full-service insurance agency that continuously invests in delivering value to clients and in the development of our people.After more than 30 years of business we have remained consistent in an unwavering commitment to our clients. On this foundation Haughn is pursuing long-term organic growth by finding and developing great people who will take our company forward. Haughn is proud to provide competitive compensation and benefits as well as a career path for entrepreneurial minded individuals looking to make an impact in a great industry.

POSITION DESCRIPTION DETAILS

Benefits Account Managers are integral as they work closely with Account Executives and clients to ensure that benefits renewals go smoothly, that client complications are anticipated, and that day-to-day requests are handled effectively. Benefits Account Managers must be exceptional communicators who are comfortable handling renewals, addressing complex requests, and ensuring client satisfaction in a deadline driven industry. They will be energetic with clients and colleagues, collaborative with the team, exceptionally well organized, and prone to solve complex problems. Must have experience using Excel, PowerPoint and Adobe Acrobat.

RESPONSIBILITIES INCLUDE

Provides support as needed to the assigned Account Executive in management of book manages and follows up on client action items

May be responsible for the marketing process which includes obtaining client census and quotes, preparing, and submitting bid specifications and evaluating the results in preparing recommendations for clients.

May be responsible to create client proposals as necessary with current and renewal details as well as marketplace options. Communicate final placement details and instructions to insurers and customers.

Develops an annual service plan with focused goals, which includes stewardship, online benefit enrollment and/or onboarding, policy delivery and open item components accounts with commission revenue more than $20,000 annually.

Responsible to create, review and approve all client deliverables, which may include pre-renewal projection, renewal, market evaluation, install new group insurance contracts for existing clients or new clients and pricing summary, annual renewal, annual utilization review, compliance notifications, and any other item deemed necessary.

Participates in client meetings and ensures meeting notes clearly outline actions needed and the team members responsible for execution and delivery.

Supports the new client onboarding process, which includes verifying all services sold, understanding client expectations, and the creation of short-term and long-term deliverable plans

Tracks and determines appropriate client commissions, which may include consulting fees and carrier commissions.

Attains further education, course work and skills development opportunities to obtain professional designations in their field of expertise

Organizes and handles significant and sensitive client data in accordance with agency standards

Administer renewals including preparing appropriate contractual changes.

Conduct on-site meetings to communicate to employees and/or administrator about their benefit plans.

Develop employee memorandum drafts for client to communicate the following annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.

Provide resolution support and oversight of employee issues such as enrollment, claim and billing issues.Support with escalated claim issues is also expected.

Inspires trust in Haughn by resolving client concerns in a courteous and proactive manner

QUALIFICATIONS INCLUDE

Ohio Department of Insurance Major Lines license or willingness to obtain

College degree or equivalent experience

Must be an advanced user of Microsoft Excel, PowerPoint and Adobe Acrobat

Exceptional organizational skills with ability to transition quickly from one project to another

Ability to problem solve, think logically, and work independently

Works well under pressure and meets established deadlines

Good verbal and written communication skills

Strong interpersonal skills with a collaborative approach

Confident and self-driven with the ability to think outside the box

Service driven with a willingness to help all departments at Haughn

WORK ARRANGEMENT

In Office

SALARY RANGE

$60,000-75,000 /yr

WHAT WE OFFER

Competitive Salary commensurate with experience

Medical (99% of employee premium is paid)

Dental (100% of employee premium is paid)

Vision (100% of employee premium is paid)

Disability

Simple IRA

20 days PTO

Birthday Day Off

12 paid holidays

Our culture is a family-first, work hard, play hard environment we enjoy chili cook-offs, bowling, team lunches, summer cook outs, food trucks, and a Halloween party throughout the year.