Employee Benefits Account Executive

Assist clients through the annual benefits renewal process and year-round delivery of the agency's value proposition, including pre-renewal meetings, renewal strategy, and open-enrollment facilitation. Collaborate with internal teams to meet specific client needs.

Schedule

Monday–Friday, 8:00 a.m. to 5:00 p.m., with occasional overtime as required.

Travel

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

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, comments, and actions taken
• Travel locally for client meetings as needed
• Attend client meetings with or without the broker
• Conduct open-enrollment meetings
• Arrange and coordinate meetings and events
• Monitor, respond to, and distribute incoming communications
• Answer and manage incoming calls
• Run reports, develop quotes, and process setup activities as requested
• Participate in agency committees to contribute to business efforts and success
• Provide information and guidance to others in the agency as requested
• Complete continuing education and certification courses required to maintain industry certifications
• Maintain a professional appearance, positive attitude, and tidy work area
• Perform all other duties as assigned by agency management

Requirements

• 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
• High School Diploma or GED; 2 years of similar experience preferred

Skills

• Strong command of the English language, both oral and written
• Proficient with MS Office products (Word, Excel, PowerPoint, Outlook)
• Ability to operate office machines (copier, fax, 10-key calculator, computer)
• Precision and accuracy in maintaining records and files
• Resourcefulness and independent judgment to plan and accomplish goals
• High degree of creativity, including PowerPoint creation

Physical Demands & Work Environment

• Prolonged sitting, with frequent standing, walking, and occasional twisting, stooping, pushing, pulling, grasping, and reaching
• Close vision required
• Dexterity for simple to coordinated finger, hand, foot, and torso movements
• Light physical work; occasional lifting/carrying of objects weighing 10–15 pounds
• Emotional stability to handle varying stress levels
• Indoor office environment with adequate lighting, ventilation, and temperature
• Average exposure to indoor dust, dirt, noise, and vibration