Benefits Account Executive
About the role
FrankCrum Insurance Agency (FCIA) is a local family-owned commercial insurance agency with a diverse client base throughout the US. We are a consultative resource and provide detailed information to assist clients in making informed decision on their commercial insurance coverage needs. Our agency works with a wide range of industries and types of coverage and since our beginning in 2008, our agency has maintained steady growth, stability, and success.
Responsibilities
- Performing the underwriting, quoting, and processing of new and renewal group benefit plans
- Acts as the main point of contact to current and prospective clients regarding their offer of group benefit plans such as health, dental, life, disability, etc.
- Provides a consultative review and analysis of a client's existing benefit plans
- Underwrites, identifies, prepares comparisons, and clearly presents benefit plans to clients
- Performs timely follow-up with clients and maintains data in Pipeline
- Processes renewals in a timely manner to the client and provides alternatives as necessary
- Assists brokers and direct sales staff to ensure clear presentations by providing rates and plan comparisons, product information, and guidance
- Provides the Benefits Administration Summary (BAS) or BAS Addendum, as needed, to the Benefits Implementation Specialist
- Coordinates hand-off of process to the designated Benefits Specialist
- Assists with annual open enrollment, roll out of new products, etc.
Requirements
- Excellent customer service
- Comprehensive written and communication skills
- Knowledge of Federal and state laws regarding employee benefits and insurance sales, COBRA, PPACA, ERISA, Section 125, etc.
- One year of benefits experience
- Florida 2-15 license
- Knowledge of business profitability and risk management
Benefits
- Health Insurance: $0 paycheck cost for employee's coverage and $195 a month for family
- Dental and Vision Insurance
- Short Term Disability and Term Life Insurance at no cost to the employee
- Long Term Disability and Voluntary Term Life Insurance
- Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
- 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes and the employee is immediately vested in the employer match
- Employee Assistance Program at no cost to the employee
- Flexible Spending Accounts for Medical and Dependent Care Reimbursement
- Health Savings Account funded by FrankCrum
- Paid time off and holiday pay
- Education reimbursement
- PTO cash out
- Tickets at Work
- Access to the Alero Financial
- Employee and client referral bonus programs
What's special about FrankCrum
FrankCrum, a family-owned business-to-business entity since 1981 is made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This "family of employer solutions" employs approximately 400 people who serve over 4,000 clients throughout the United States.
FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars of Integrity, Affinity, and Prosperity, employees are recognized at quarterly events for exceptional customer service and milestones in tenure.
The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties.
Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, and Clearwater Free Clinic!