Employment

Employment

One of the most important aspects of BHS is how we treat our employees and how important we believe culture is to an organization. We pride ourselves in our culture of teamwork and collaborative ideas. This allows our team to provide the best service to our clients. 

If you are interested in joining BHS, take a peek at our current job openings!  Interested candidates can submit their resume and cover letter to Denise Neuhaus (Director of HR).

Current opportunities posted: June 24, 2019

Account Manager - Commercial Lines

Account Manager - Financial Services

Account Manager - Group Benefits

 


Account Manager – Commercial Lines

Candidates interested in this position should be able to provide a high level of customer service to commercial lines clients; develop and maintain relationships with clients and underwriters; assist producers in obtaining and retaining business.

Responsibilities:

  • Service existing clients needs.
  • Review and process new and renewal policies.
  • Handle bond issues.
  • Provide first contact for new claim report; fax loss report to carrier.
  • Handle communication with clients and carriers by telephone, fax and email in a prompt, efficient, and polite manner.
  • Negotiate pricing and coverage with carrier companies.
  • Obtain renewal information for current carrier, assess underwriting issues, and collect data from insure.

Qualifications:

  • P&C License.
  • CISR Designation preferred .
  • Knowledge of insurance products and usage including rating procedures, coverage, and industry operations.
  • Able to multi task and prioritize with numerous interruptions · Intermediate computer skills – knowledge of word processing, spreadsheets, and email required.
  • Knowledge of Epic agency management system a plus.
  • Ability to multi task and prioritize with numerous interruptions.

Account Manager – Financial Services

Candidates interested in this position should have the qualifications to support the Financial Services Advisor with client services, business development, and ongoing resources.

Responsibilities:

  • Assist Financial Services Advisor in scheduling client meetings and preparing appropriate documents for those meetings. 
  • Facilitate employee education meetings at client sites. 
  • Attach and document client communications and activities in Epic. 
  • Coordinate activities in Broker Dealer compliance management system. 
  • Complete and follow up on account reporting and administrative needs. 
  • Team with staff on report preparation and financial analysis. 
  • Assist 401k plan sponsors with year-end administration to ensure that necessary documents are submitted to the IRS in a timely fashion. 
  • Stay informed on current events and economic factors that can affect the financial market. 
  • Track the performance for all clients on a plan level and keep information organized on a detailed spreadsheet. 
  • Create various plan participant letters specific to each client (ex. enrollment letters, plan transition letters, termination letters, etc.). 
  • Be aware of specific 401k plan policies including eligibility, enrollment, contributions, vesting, and more for client 401k plans. 
  • Assist with various plan participant requests when support is needed.

Qualifications:

  • Series 6 and 63 securities license required.
  • Basic financial industry knowledge in stocks, bonds, mutual funds, portfolio creation, life insurance, and retirement planning.
  • Basic understanding of Employee Retirement Income Security Act (ERISA) rules and Internal Revenue Service (IRS) 401k plan documents.
  • Organizing and coordinating skills
  • Ability to effectively prioritize work tasks.
  • Computer skills, including Microsoft Office Professional software, internet, email, and data entry.
  • Excellent communication skills, both verbal and written

Account Manager – Group Benefits

As a member of the Group Benefits team, the Customer Service Agent will assist the Producers and with new business/renewals, and provide client support.

Responsibilities:

  • Assist the Producer in gathering the necessary information regarding new/existing accounts and submits this information to the various carriers to obtain proposals.
  • Review the proposals received from the various carriers and make recommendations to the Producer, and then place these in a formal proposal presentation.
  • Conduct client presentations in the absence of the Producer.
  • Coordinate the workflow for the Producer between the internal staff, clients and insurance carriers.
  • Effect changes in coverage as requested and needed by customer.
  • Direct a smooth transition from one carrier to another carrier.
  • Perform periodic service calls on all accounts and complete a report on a monthly basis.
  • Update all accounts on the agency management system when a change to a new carrier is made or a renewal is completed to maintain files.
  • Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs, and communicate this information to clients and team members.
  • Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.
  • Handle or refer all requests by our clients

Qualifications:

  • Life and Health license.
  • Knowledge of insurance products and usage including rating procedures, coverage, and industry operations.
  • Organizing and coordinating skills. 
  • Able to multi task and prioritize with numerous interruptions.
  • Intermediate computer skills – knowledge of word processing, spreadsheets, and email required.
  • Knowledge of Epic agency management system a plus.

Best & Brightest

​If you think you are one of the Best and Brightest and would like to work for our company, reach out to us and let us know.

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