Employee Benefits Account Executive

Job Description

Job Description

JOB SUMMARY:

The Benefits Account Executive is responsible to assist clients through the annual benefits renewal process and year-round delivery of the agency's value proposition. This includes, but is not limited to the pre-renewal meeting, renewal strategy and open enrollment facilitation. Successful candidates will demonstrate a superb work ethic, high level of motivation and strong team working skills by routinely collaborating with all internal teams on specific client needs.

WORK SCHEDULE/HOURS:

Monday – Friday, 8:00 a.m. to 5:00 p.m.

Other – Overtime as required

TRAVEL:

• Occasional local travel to account locations (5%-10%)
• Minimal overnight travel (1-5 days per year)

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Prepare and edit correspondence, communications, presentations, spreadsheets and other documents
• File and retrieve documents and reference materials
• Conduct research, assemble and analyze data and complete project-based work
• Assist in the completion of applications and spreadsheets 
• Establish and maintain effective working relationships with co-workers, clients and vendors
• Review and explain insurance policies, benefit options and premium strategies
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken throughout the year 
• Local travel for client meetings and on an as needed basis
• Attend client meetings with or without broker
• Conduct open enrollment meetings
• Arrange and coordinate meetings and events
• Monitor, respond to and distribute incoming communications
• Answer and manage incoming calls

OTHER DUTIES AND RESPONSIBILITIES:

• Runs reports, develops quotes, and processes setup activities as requested
• Participates in agency committees to contribute to the business efforts and success of the agency
• Provides information and guidance to others in the agency as requested
• Completes continuing education and certification courses as required in order to maintain industry certifications
• Maintains a professional appearance, positive attitude, and tidy work area
• Perform all other duties as assigned by agency management

LICENSES OR CERTIFICATIONS :

• Active Virginia Life and Health Insurance License required or ability to obtain license within 180 days of hire
• Completed or currently enrolled in a nationally accredited insurance designation program preferred
• Valid driver’s license with acceptable driver history and reliable transportation to get to work

EDUCATION AND EXPERIENCE:

• High School Diploma/GED.
• 2 years of similar experience preferred

KNOWLEDGE/SKILLS/ABILITIES:

• Must have good command of the English language, and the ability to communicate both orally and written.
• Must be proficient with MS Office products
• Ability to operate a variety of office machines, including copier, fax machine, 10-key calculator and computer using standard word processing, spreadsheet and data inquiry software
• Maintain records and files with precision and accuracy
• Rely on experience, resourcefulness and exercise independent judgment to plan and accomplish goals
• A high degree of creativity is required including but not limited to PowerPoint creation

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the job.

• Must be able to sit for long periods during the workday, with frequent standing, walking, and occasional twisting, stooping, pushing, pulling, grasping, and reaching necessary to carry out job duties. Vision abilities required by this job include close vision
• Dexterity requirements range from simple to coordinated movements of fingers/hands, feet/legs, torso as necessary to carry out job duties
• Works with varying levels of stress, from very high levels to very low levels
• Light work, with occasional lifting/carrying of objects with weights of 10-15 pounds
• Must demonstrate emotional stability
• Works indoors in adequate office space with adequate lighting, ventilation, and temperature
• Works with average indoor office exposure to dust/dirt and noise/vibration
• Travels as needed to perform essential functions