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Employee Benefits Service Associate
full-time•Conroe
About this role
The Employee Benefits Services Associate works under general supervision, using specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to insurance clients and the Insurance Agents. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality, or ingenuity in making routine decisions. Contribute to the increased generation of commission revenue by maintaining and enhancing client relationships while assisting Insurance Agents with efficient, quality client service. Extensive contact with internal and external customers to identify, research, and resolve problems.
Key Responsibilities:
· Work with clients, Insurance Associates, and carriers to ensure optimal client account maintenance and support.
· Manage the production and processing of all client account documentation.
· Maintain production reports for accounting purposes as well as performance tracking.
· Assist with answering phones, screening calls and relaying messages appropriately.
· Assist with firm audits and with maintenance of compliance files.
Competencies Required:
· A general understanding of all carrier systems.
· Basic understanding of branch operating systems (i.e., Employee Navigator and AgencyBloc or similar).
· Proficiency with Microsoft Office products (i.e., Excel, Word, Outlook, PowerPoint or SharePoint).
· Excellent organizational and time management skills.
· Excellent customer service skills.
· Ability to interact and communicate effectively with internal and external parties.
· Ability to multi-task effectively and leverage internal resources.
· Excellent attention to detail.
· Strong client focus and ability to partner with various internal groups.
· Independent, self-motivated with an ability to adapt and be flexible in a team environment.
· Ability to navigate client relationships and product usage.
· Strong verbal and written communication skills.
· Strong analytical and problem-solving skills.
Minimum Qualifications/Experience:
· Preferred 2+ years of insurance or benefits experience (or medical coding), or an equivalent amount of experience, education, or training required.
Formal Education & Certification:
· Associate’s degree preferred.
· Texas insurance license preferred.
Work Status:
· Full-Time.
Supervisory Responsibility:
· None.
Travel:
· 0%25 - Negligible amount of travel expected.
Working Conditions:
· Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
Key Responsibilities:
· Work with clients, Insurance Associates, and carriers to ensure optimal client account maintenance and support.
· Manage the production and processing of all client account documentation.
· Maintain production reports for accounting purposes as well as performance tracking.
· Assist with answering phones, screening calls and relaying messages appropriately.
· Assist with firm audits and with maintenance of compliance files.
Competencies Required:
· A general understanding of all carrier systems.
· Basic understanding of branch operating systems (i.e., Employee Navigator and AgencyBloc or similar).
· Proficiency with Microsoft Office products (i.e., Excel, Word, Outlook, PowerPoint or SharePoint).
· Excellent organizational and time management skills.
· Excellent customer service skills.
· Ability to interact and communicate effectively with internal and external parties.
· Ability to multi-task effectively and leverage internal resources.
· Excellent attention to detail.
· Strong client focus and ability to partner with various internal groups.
· Independent, self-motivated with an ability to adapt and be flexible in a team environment.
· Ability to navigate client relationships and product usage.
· Strong verbal and written communication skills.
· Strong analytical and problem-solving skills.
Minimum Qualifications/Experience:
· Preferred 2+ years of insurance or benefits experience (or medical coding), or an equivalent amount of experience, education, or training required.
Formal Education & Certification:
· Associate’s degree preferred.
· Texas insurance license preferred.
Work Status:
· Full-Time.
Supervisory Responsibility:
· None.
Travel:
· 0%25 - Negligible amount of travel expected.
Working Conditions:
· Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
What you'll do
- The Employee Benefits Services Associate provides proactive support to insurance clients and agents, ensuring optimal account maintenance and documentation processing. They also assist with client communication and compliance audits.
About Woodforest National Bank
For over 30 years, Woodforest National Bank® has successfully stood among the strongest community banks in the nation, proudly offering unsurpassed quality customer service since 1980. Woodforest National Bank offers both consumer and business products and services at more than 740 branches in 17 states across the United States. Woodforest National Bank is privately owned and our Employee Stock Ownership Plan is the largest shareholder. In the spirit of “true ownership” Woodforest National Bank employees strive to offer quality banking service and to understand the financial needs of every customer they serve. Our employees live, work and “give back” throughout our many banking communities by supporting organizations and civic events with countless hours of volunteer time and financial support. Woodforest National Bank is committed to earning customer loyalty by offering the highest level of customer service and competitive products and services by employees who are fair, responsive and professional. We believe in "relationship banking" and stand behind our motto of "Banking your way...EVERY DAY AND NIGHT!"
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Frequently Asked Questions
What does a Employee Benefits Service Associate do at Woodforest National Bank?
As a Employee Benefits Service Associate at Woodforest National Bank, you will: the Employee Benefits Services Associate provides proactive support to insurance clients and agents, ensuring optimal account maintenance and documentation processing. They also assist with client communication and compliance audits..
Is the Employee Benefits Service Associate position at Woodforest National Bank remote?
The Employee Benefits Service Associate position at Woodforest National Bank is based in Conroe, Texas, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Employee Benefits Service Associate position at Woodforest National Bank?
You can apply for the Employee Benefits Service Associate position at Woodforest National Bankdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.