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Employee Benefits Sr. Account Manager

Bancorpsouth, Inc.

This is a Full-time position in Baton Rouge, LA posted January 9, 2022.

Career Opportunities: Employee Benefits Sr.

Account Manager (169340)

Requisition ID 169340– Posted –  Insurance Account Management
– Job Location (1) –  LA –  Baton Rouge

There are many things to consider when deciding on your next employer.

Do you want a job where you earn a paycheck?

Or do you want a CAREER with a company that values their employees as well as the communities that they are in?

At BXS Insurance we are more than just a work place.

We are a company that prides itself on values and the people that we employ.

We offer competitive pay and benefits.

But even more important, we offer a dynamic working environment with an energetic, creative team of professionals who are driven to stay on the forefront of the endless changes in our industry.

This sets the pace for providing exceptional products and services to our clients.

Start your search for a career with BXS Insurance. 

Primary Function: The Senior Employee Benefits Account Manager is responsible for the delivery of exceptional service to our Employee Benefits clients.

Along with the producer and senior staff, this position manages the client’s exposure to risk and coordinates services for the development, retention and rounding of accounts.

Primary Responsibilities:

Maintains relationships with sales and client services staff at all BXSI locations to enhance high level service for Employee Benefits clients.

Independently follows established guidelines for implementation, maintenance, service, and annual strategic plans of Employee Benefits clients.

Works alongside Producer to take a leadership role in managing the annual strategic planning and renewal processes for assigned clients. 

Knowledgeable in Employee Benefits coverages, carrier guidelines, underwriting processes and methodologies, and legislative changes applicable to client accounts.

Maintains and deepens relationships with clients and carrier representatives through strong written and verbal communication practices. 

Coordinates internal and external meetings related to strategic plan progress, annual renewal preparation and acceptance, Employee/Employer Benefits Communications, legislative and compliance discussions, and other service needs related to Employee Benefits policies. 

Independently, or in partnership with producer(s) and marketing, manages new/renewal business strategy including the coordination of roles and the obtaining of information required for Request for Proposal submissions.

Markets new and renewal business to appropriate carriers as needed or requested, and active engagement in the evaluation and recommendation of carrier responses. 

Presents renewal and supporting documents to clients, seek cross-sell opportunities, or recommend additional lines of coverage, as requested.

Informs, educates, answers questions, resolves issues, and makes decisions regarding the need for implementation of coverage and modifications to clients’ coverages.

Assists assigned clients with planning and execution of Open Enrollment communication strategies, health fairs, semilars, webinars, and other education events, as requested.

Verifies new and renewal policies for accuracy in rating, coverages and other relevant information.

Ensures that policies are delivered and/or mailed to the client in a timely manner

Handles recurring and specific customer service tasks, including but not limited to enrollment processing, carrier and technology implementations, billing and claims issues, and ad hoc requests related to ongoing policy maintenance.

Collaborates across teams to facilitate preparation and delivery of annual service plan deliverables including, but not limited to print and digital communications, financial and underwriting reports, benefits technology and enrollment fulfillment.

Maintains current knowledge of industry trends, new product information, legislation, coverages and technology, and seeks opportunities for continued learning in these areas.

Resolves the most complex customer service problems.

Typically assigned to the largest, most important and/or most complex clients.

Client contacts may include senior-level personnel, in addition to mid
– and junior-level personnel. 

Provides guidance, mentoring, and direction to more junior account managers and service team members, overseeing processes and service timelines. 

Follows established procedures and workflows including maintaining information in the agency management system, adding new policies and commissions, activity documentation, and electronically storing/filing paperwork.

Maintains open, clear, and proactive communications with clients, producers and other internal partners.

Interacts with others effectively and professionally by cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.

Provides administrative support on special projects, idea development, or new services as assigned.

Follows established policies and procedures for serving client needs.



Appropriate active Life and Health license required.

Skill Requirements

Experience and proficiency using Microsoft Word and Excel and/or G Suite products including Gmail, Docs word processing, Sheets, and Drive cloud storage

Excellent verbal and written communication skills

Ability to work with numbers including basic calculations

Organizational and time management skills 

Ability to work in a team environment

Projects professional appearance and manner

Self-starter with the ability to be flexible

High attention to detail 

Work Experience

Typically has 7+ years of relevant experience or related education.

Expert working knowledge of the Employee Benefits insurance brokerage industry including products, rating, underwriting, coverages, industry operations, and legislative environment.

Possess good understanding of the insurance brokerage business and/or experience working with large retail accounts

Physical Requirements

Must be able to communicate effectively with clients, producers, carriers and staff

Ability to stand or sit at a workstation during a standard workday

Ability to operate a computer and other office productivity machinery, such as a calculator, copy machine and printer

Ability to move about the office to access office machinery and supplies

Mental Requirements

Ability to work and meet challenging deadlines and expectations

Job entails meticulous attention to detail

Must perform well with frequent interruptions or distractions

Ability to quickly adjust priorities, focus and direction as circumstances dictates

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.