Employee Benefits Assistant Account Manager

Tower Street Insurance

Employee Benefits Assistant Account Manager

Tower Street Insurance is a highly reputable and fast-growing agency seeking a high-achieving, detail-oriented Employee Benefits Insurance Assistant Account Manager to join our Agency, based in Dallas, Texas. If you are an individual who understands the importance of customer service, being a team player, and having extensive insurance knowledge; as well as value the ability to work for a growing organization, we are interested in speaking with you about being a part of our team.

Essential Functions:
• Build, expand, and solidify relationships with clients.
• Responsible for the timely, day-to-day support for assigned accounts, including delivery of policy documents, and response to client inquiries.
• Correspond and maintain contact with carriers, and customers and coordinate with the appropriate account representatives, regarding client servicing.
• Resolve policy coverage, billing, membership, and claims issues
• Build groups and plans in Employee Navigator
• Process enrollments and terminations
• Implement and update the COBRA Administrator
• Follow the agency’s workflows and standards
• Continue growth of insurance knowledge and stay informed of changes in the insurance industry
• Special projects and other duties as assigned

Required Skills:
• Ability to obtain a thorough understanding of group employee benefits underwriting and coverage and interpret abstract data
• Intermediate PC skills, with the ability to effectively utilize the agency's management systems
• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required for designated office days
• Ability to communicate effectively, both verbally, and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
• Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Qualifications:
• A minimum of 2 years as an Employee Benefit Lines Assistant Account Manager or equivalent HR benefits management experience.
• Applied Epic Agency Management System and Employee Navigator experience a plus
• Proficiency in MS Office Suite, particularly Word, Excel, and Outlook
• High School Graduate (College degree – preferred or related work experience)
• Must hold a Health and Life Insurance License or be willing to obtain one within an agreed-upon timeframe.
• Attention to Detail and Organizational Skills
• Strong Customer Service and Interpersonal Skills
• Time Management Skills along with the ability to work in a team environment
• Excellent Written and Verbal Communication

Company Benefits
• A company with a Strong Brand and Positive Culture
• Competitive Pay (salary and semi-annual bonus potential)
• Company paid health premiums
• Paid Holidays
• 401K plan with a discretionary company match
• Flexible PTO
• Hybrid work opportunities
• Training CE classes on and off-site

Location: Dallas, TX

Posted: Aug. 28, 2024, 10:21 p.m.