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About the Role
As an Employee Benefits Account Manager, you will be the main point of contact for employee benefits customers, ensuring policy renewal processes are managed for all assigned accounts. This role requires a collaborative mindset, analytical skills, and a desire for constant improvement to deliver top-quality experience and service.
Responsibilities
- Lead the gathering of all census requirements for renewal process and quote preparation for assigned accounts.
- Review and analyze client/policy information to prepare Requests for Proposals.
- Present findings and recommendations to clients, Producers, and prospective clients.
- Review client certificates of coverage and other policy materials for accuracy; escalate any issues to the insurance carrier.
- Research and resolve participant related matters.
- Communicate customer plan administration documentation requirements and assist customers in complying with applicable government regulations, such as ACA and HIPAA.
- Maintain current knowledge of healthcare related changes and Federal and State regulations as they apply to employee benefits to counsel clients on employer-level compliance responsibilities.
- Oversee internal invoicing processes.
- Conduct client consultations and enrollment meetings either on-site or at their place of business.
- Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.
Requirements
- 3+ years of experience in the insurance, healthcare, or human resources field, or a Bachelor’s degree with 1+ year of related business experience.
- Texas General Lines Agent License: Life, Accident, Health and HMO or attainment within 90 days of employment.
- Ability to manage accounts with a revenue up to $500,000 and average annualized commissions per customer up to $10,000.
- Organizational skills and the ability to multitask.
- Excellent written and verbal communication skills.
- Proficient in Microsoft applications.
Skills
- Collaborative mindset
- Analytical skills
- Constant improvement
- Organizational skills
- Multitasking
- Written communication
- Verbal communication
- Microsoft applications proficiency
Location
- On-site
- Place of business
Work Type
- Full-time
Experience Level
- 3+ years of experience in insurance, healthcare, or human resources
- 1+ year of related business experience with a Bachelor's degree
Education Level
- Bachelor's degree
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability insurance
- Life insurance
- 401(k) matching
- Generous holiday schedule
- Generous paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs
- Employee Assistance Program
- Referral bonus program
About the Company
- Frost is committed to fostering an environment that reflects its values and encourages team members to be the best they can be.
- Frost has over 150 years of legacy in providing unparalleled banking services.
- Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.
- Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction.