Reports To: Benefits Sales Manager
The Benefits Account Executive is responsible for providing prompt, accurate and courteous service to clients, producers and company personnel.
The Benefits Account Executive serves as the direct link between the company and its clients, servicing existing claim/benefit inquiries and resolving day-to-day client needs.
*Work Location:* In person
*Essential Functions*
* Assist clients with day-to-day questions that arise with regard to employee benefit program
* Promptly identify and resolve claim/billing issues, working with the insured and the insurance carrier
* Stay abreast of changes in benefits laws and regulations, ensuring clients remain in compliance with applicable legislation
* Promptly respond to all client inquiries, including any Open Enrollment, Affordable Care Act (ACA), compliance and legislative questions
* Keep company database current and accurate
* Assist in all areas of the enrollment process, including eligibility, qualifying events, terminations and plan design clarification
* Grow and develop talents and insurance knowledge to highest level possible
* Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing accounts
* Participate in seminars and classes for skill and knowledge development
* Prioritize workload and/or request assistance as required
* Keep producers fully informed of all activities on their accounts
* Conduct open enrollment and educational meetings for clients’ employees
* Be familiar with and follow agency E & O guidelines
*Job Requirements and Qualifications*
* *MUST *have at least 5 years of employee group benefits experience.
* *Life and Health license is required.
*
* High school diploma or equivalent required; college degree preferred.
* Proven proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint and Publisher).
* Good listening, written and verbal skills and attention to detail.
*Other Information*
* Frequently work at a fast pace with unscheduled interruptions.
* Frequently sit for long periods of time.
* This is a public contact position that requires appropriate business apparel.
The statements contained in this job description reflect the general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility.
It should not be considered an all-inclusive listing of work requirements.
Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods or otherwise to balance the workload.
Job Type: Full-time
Pay: $80,000.
00 - $100,000.
00 per year
Experience level:
* 5 years
License/Certification:
* Driver's License (Required)
Willingness to travel:
* 25% (Preferred)
Work Location: In person
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