Account Manager

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  • Full Time
  • Houston

BCH

BCH is actively seeking an Employee Benefits Account Manager for our Benefits Team. Responsibilities include managing day to day, ongoing client service needs related to employee benefits clients utilizing strong, trusting relationships built with clients, internal staff and insurance carriers and brokers.

 

Essential Duties and Responsibilities:

  • Proactively manage the renewal process, including creating proposals, open enrollment guides and new hire guides.
  • As the primary client service contact, handle day to day service requests by providing professional, courteous, and timely responses the same day to clients, internal staff and insurance carriers and brokers.
  • Maintain BCH systems, including document management, according to BCH policies and procedures.
  • Invoicing of all renewals to be completed timely in the renewal month.
  • Understand, utilize and manage Worksmart | ImageRight tasks according to BCH procedures.

Education/Experience/Abilities:

  • Minimum High School Diploma or GED equivalent
  • Minimum of 5 years Employee Benefits Account Management experience
  • Mid-large employee benefits account experience preferred.
  • General Lines Life, Accident, Health and HMO license required.
  • Insurance industry professional designations preferred.
  • Understand and manage complex insurance placements.
  • Interpersonal skills with the ability to build relationships with internal and external clients.
  • Engaged, contributing team member.
  • Exceptional attention to detail is required.
  • Intermediate or advanced level proficiency utilizing Microsoft Office programs.
  • Excellent verbal and written communication skills.
  • Excellent organizational and time management skills.
  • Ability to work effectively and efficiently independently, and within a team environment.

Supervisory Skills:

  • N/A

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer
  • Must be able to lift-up to 25 pounds at times

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