Account Manager

Overview

Since 2006, the Ascent Insurance Group, formerly known as Linsenmeyer Bogie and Varnell Insurance Agency, has proudly represented a handpicked selection of financially responsible and reputable national insurance brands. Our primary mission is to provide you with the most solid protection for all your insurance needs. We understand that your business, family, and assets are precious to you. However, navigating the complex world of insurance can be challenging.

This is where Ascent Insurance Group steps in as your trusted partner. Whether you reside in Edmond, Oklahoma City, Yukon, Mustang, Norman, Tonkawa, Lawton, Tulsa, or the surrounding areas, we leverage our extensive experience to be your insurance crusader. Together, we’ll navigate potential risks, create tailored insurance solutions, and ensure that you have the coverage that truly safeguards what matters most to you.

At Ascent Insurance Group, we’re not just about policies – we’re about building lasting relationships founded on trust and exceptional service.

Employee Benefits Account Manager

Position Overview
:

The Employee Benefits Account Manager will be responsible for servicing and managing group benefits accounts, ensuring clients receive exceptional support and guidance. This role is ideal for a detail-oriented professional who thrives in a fast-paced environment and can work independently while collaborating with our team.

Key Responsibilities

Client Service & Account Management

• Serve as the primary point of contact for group benefits clients.
• Provide proactive client support, including policy servicing, enrollment processing, renewals, and plan changes.
• Educate clients on their benefits options and assist with claims issues or policy questions.
• Ensure accuracy in all policy documentation and client communications.

Quoting & Renewal Support

• Assist agents in gathering quotes from carriers and preparing plan comparisons.
• Work with clients during the renewal process to ensure timely and seamless plan transitions.

Policy Compliance & Administration

• Maintain compliance with industry regulations and carrier requirements.
• Process policy updates, terminations, and additions as needed.
• Keep accurate records in agency management systems.
• Work closely with producers, carriers, and internal teams to ensure smooth operations.
• Independently handle routine client requests and problem-solving, escalating issues when necessary.

Qualifications

• Minimum of 2 years of experience in the employee benefits insurance field, including group health, life, and ancillary benefits
• Prior experience supporting benefits accounts in an insurance agency or brokerage, with a strong focus on client service and administrative support
• Active Oklahoma Life & Health Insurance License required
• Working knowledge of AMS
  360 preferred; experience with other agency management systems will be considered
• Working knowledge of Employee Navigator or similar benefits administration platforms
• Proficiency in Microsoft Office Suite
• Comfortable with technology, including agency management systems and online carrier portals
• Strong written and verbal communication skills, with the ability to explain benefits concepts clearly and professionally
• High attention to detail, ensuring accuracy in enrollments, renewals, documentation, and policy processing
• Self-motivated and proactive, able to manage assigned tasks independently and escalate issues when appropriate
• Ability to work effectively in a fast-paced environment, balancing multiple deadlines and priorities
• Local travel will be required for client meetings or enrollment support

Hours
:
Monday-Friday, 8:30am-4:30pm

Office Location
: 1140 NW 50th Street, Oklahoma City, OK 73118 (Hybrid Work Options)

• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies
:
Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.