Employee Benefits Account Executive

Job Summary

The Benefits Account Executive is responsible for assisting clients through the annual benefits renewal process and year-round delivery of the agency's value proposition. This includes preparing and editing correspondence, conducting research, assembling and analyzing data, and completing project-based work.

Work Schedule/Hours

• 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
• Filer and retrieve documents and reference materials
• Conduct research, assemble and analyze data and complete project-based work
• Aid 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

• 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
• 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