Highly respected and long-standing Dallas based insurance agency is seeking an Employee Benefits Assistant Account Manager!

• Hybrid 2 days a week in office
• Medical is paid for by the company
• Flexible work schedule - 7.5 work day
• TONS of growth opportunities
• Voted Insurance Journal’s Top 100 P/C Agencies, Insurance Journal’s Best Place to Work in the Southwest Region, and Top Workplace in DFW by The Dallas Morning News

The ideal candidate will have:

- Minimum of 1-2 years of experience in an insurance agency environment 

- Understanding of employee benefits coverages

- Current license preferred

RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO: 

·     Provide support to assigned Producer(s) and Account Manager(s) 

·     Maintain client files in Applied Epic / Netdocs in an orderly and up-to-date manner according to Agency 

standards  

·     Work with client support team to develop and manage renewal timelines 

·     Assist in managing client/vendor expectations and ensure timely delivery of requests for clients, vendors, and internal partners 

·     Assist client support team in client’s renewal life-cycle – gather census information, prepare requests for 

proposals, coordinate vendor responses & negotiations, create proposal, assist in HRIS platform setup, work with client and carriers on any new implementations, develop all client deliverables and post enrollment audits 

·     Process eligibility – new hire enrollments, terminations, and open enrollment transactions 

·     Day-to-day client service – research and resolve benefits, billing, and/or claims issues, answer client 

questions thoroughly and timely  

·     Claims assistance – walk clients through process, including claim submission to carrier, follow-up, and overall 

communication