HRG - Employee Benefits Account Manager

Sanford and Tatum, a division of Heritage Risk Management, an Alera Group LLC, is looking to add an Employee Benefits Account Manager to our team in Lubbock, TX! Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

At Sanford & Tatum, we take pride in the fact that we’ve always been trailblazers within the risk management industry. As an independent agency based in Lubbock, TX, we have the freedom to choose our own path. For us, that means working very closely with our clients to craft personalized solutions instead of seeing them just as insurance policies. The fact is, we put a higher value on relationships than anything else. Our focus is on protecting the people and businesses we serve from risk so they can rest easy knowing they’re well covered against losses – both today and tomorrow. More than anything, we want to be valued partners who work hard to earn the trust and confidence of our clients every day. It’s about keeping their best interests at heart. It’s about demonstrating a higher level of caring.

Responsibilities

• Provide assistance to producers in handling and processing of new and renewal group benefits, including medical, dental, vision, etc.
• Provide in-house customer service to clients as assigned and requested.
• Coordinate expirations with producer to obtain renewal and/or new business information.
• Maintain renewal review spreadsheet.
• Request quotes from carriers; follow-up on receipt of proposals and verify accurate quote information.
• Assist in marketing new and renewal business, determine premiums, prepare proposals, prepare enrollment packets, and maintain underwriting and marketing information from carrier.
• Make recommendations to producers regarding quotes, ideas, and issues needing to be addressed.
• Check new and renewal policies for accuracy for line of business, rating, coverages, plan details, and input these data points in agency management system.
• Ensure correspondence is delivered to client timely and as needed.
• Prepare all information for audits.
• Provide necessary documents to internal or external team to review for accuracy.
• Receive phone calls from clients and companies regarding insurance, claims, or administrative problems.
• Document service issues and meetings/phone calls with clients.
• Maintain a suspense system to follow-up on outstanding issues, correspondence, reports, and follow-up on overdue and suspense items.
• Be familiar with and follow agency E&O guidelines.
• Maintain electronic files in an orderly, up-to-date manner.

Qualifications

• Minimum 2+ years of experience with employee benefits account management.
• Must hold current General Life & Health license.
• Prior experience with Benefit Point, AMS360, Perfect Quote and carrier portals.
• Should have thorough understanding of Employee Benefit plans and ancillary coverages.
• Must be a self-starter, imaginative and creative with good communication skills both verbal and written.
• This role will begin in office for the first six months. At that time, a hybrid schedule can be discussed.

Additional Information

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.