Account Manager, Employee Benefits

Higginbotham has an immediate need for an Account Manager, Employee Benefits in our San Antonio, TX office.

Higginbotham has an immediate need for an experienced Account Manager, Employee Benefits to join our dynamic, fun, and growing team. We are looking for a knowledgeable and enthusiastic benefits professional who can provide exceptional service to our clients and insureds, while enjoying a team-oriented culture and excellent work/life balance! This high-level position will partner with account managers, sales producers, and other support staff to achieve new business goals and ensure total client satisfaction and retention. This individual will act as a liaison between clients and carriers and other service vendors and build and maintain relationships with key contacts, while supporting a full book of business, including medium to large accounts across diverse industries.

Other duties include:

• Rate and quote new business and renewal policies
• Gather information from clients to prepare RFP's and request alternate plans and quotes from carriers
• Prepare documents and materials for open enrollment meetings
• Answer coverage and policy-related questions; assist with claims and troubleshoot coverage or billing issues
• Ensure client compliance in accordance with ERISA, COBRA, HIPAA, and ACA laws
• Assist clients with the setup and implementation of new technology systems, such as online enrollment and benefit administration systems
• Assist with establishing company wellness programs and initiatives.

Skills:

• Exceptional interpersonal and customer service skills to build client and carrier relationships
• Strong verbal and written communication skills
• Ability to multi-task and handle competing demands and priorities
• Independent self-starter with excellent time management skills to meet goals and deadlines
• Strong attention to detail
• Ability to clearly present information in one-on-one or group settings
• Handle personal and medical information confidentially and in compliance with HIPAA laws
• Intermediate to advanced computer literacy, including Word, Excel, and PowerPoint
• Working knowledge of Agency Management System required
• Benefit technology/administration systems experience required

Core Competencies:

• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• 5 years of employee benefits and account management experience in the insurance field required, including a strong understanding of current employee benefits, regulations, and industry standards
• Experience with Affordable Care Act (ACA) and Employment Retirement Income Security Act (ERISA) preferred
• Experience with fully-insured financial arrangements and alternate-funding methods preferred
• Commitment to continuous learning and professional development

Licensing and Credentials:

• Active Life & Health License required
• Industry-related designations preferred

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

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.