Employee Benefits Account Executive
Company: Branch, Banking & Trust Company
Posted on: May 3, 2021
Specific information related to the position is outlined below.
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emailing Accessibility or by calling 877-891-2510. This email inbox
is monitored for reasonable accommodation requests only. Any other
correspondence will not receive a response.Regular or
Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st
shift (United States of America)Please review the following job
description:Facilitate the sales and administrative processes for
Employee Benefits (EB) clients on assigned accounts, working
closely with producer and EB agency staff. Must be knowledgeable in
areas of EB coverages, carrier guidelines, underwriting and
legislative changes.Essential Duties and Responsibilities:Following
is a summary of the essential functions for this job. Other duties
may be performed, both major and minor, which are not mentioned
below. Specific activities may change from time to time.1. Assist
producer with achieving new business and retention goals. Seek new
lines of coverage for current and new clients and act on cross-sell
opportunities.2. Ensure review of existing plans/coverages is
completed for new clients.3. Manage the renewal marketing process,
coordinating with producer to develop proposals and
recommendations. Negotiate renewal with carrier. Deliver
recommendations to clients as needed, or accompany producer in
making presentations.4. Control and coordinate the implementation
process of new business and renewals, including group meetings,
enrollment, submission, and deliver of administrative materials.5.
Build and maintain relationships with key client contacts.6. Assist
with obtaining reports and meet with clients regarding fully
insured and self-funded claim reports, monthly or quarterly, as
necessary.7. Maintain relationships with carrier representatives,
staying abreast of new products, carrier procedural changes and
market trends. Attend seminars, classes and carrier meetings to
keep abreast of new products available for clients, as
opportunities occur.8. Prepare, with assistance of producer and EB
agency staff, Stewardship Report for appropriate clients,
annually.9. Ensure clients are up-to-date on compliance
requirements (e.g. ERISA, HIPAA, COBRA, FMLA, SPDs, Form 5500s)
through meetings, webinars, legislative updates and other
resources.10. Liaise between client and carrier and between client
and EB agency staff on escalated service issues and problem
solving, assuring clients their concerns remain active until
verifiably complete and confirmed.11. Make proactive, regularly
scheduled courtesy service calls to assigned accounts.12.
Facilitate, in cooperation with Account Manager," lunch 'n learns"
and health fairs, as requested.13. Present and assist clients to
implement wellness solutions, as necessary.14. Provide
administrative support on other tasks as they arise, such as
assigned special projects, development of new ideas/services and
other projects, as requested.15. Become proficient in the EB
system, specifically log activities to document client meetings,
carrier follow up, service issues, establish follow-up date and
daily manage follow-up in EB system. Also, understand how EB staff
uses the EB system to know where to look for information to assist
clients.Required Skills and Competencies:The requirements listed
below are representative of the knowledge, skill and/or ability
required. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.1.
Bachelor's degree or equivalent experience and related training2.
Five years of relevant experience3. Must have state-issued agent's
license4. Strong knowledge of EB practices and ability to manage
multiple concurrent projects with shifting priorities5. Ability and
experience working with large retail accounts6. Ability to
communicate complex rules to clients and employees to achieve
understanding and facilitate decision making7. Comprehensive
knowledge and training on the requirements of Health Care Reform8.
Proficient in both fully funded and alternative funded (self
funded) programs9. Competent with the various calculators and tools
designed for health care reform compliance decision assistance10.
Comprehensive knowledge of compliance requirements (e.g. ERISA,
HIPPA, COBRA, FMLA, SPDs, Form 5500s)11. Comprehensive knowledge of
employee benefits plan documents12. Superb written and verbal
interpersonal skills13. Good analytical skills14. Strong
communication and organizational skills15. Demonstrated proficiency
in basic computer applications such as Microsoft Office products16.
Ability to travel, occasionally overnightDesired Skills:1.
Knowledge of BB Insurance Services' management systems,
BenefitPoint and Zwave2. Hold insurance designation (e.g. RHU, REBC
or some equivalent)Truist supports a diverse workforce and is an
Equal Opportunity Employer who does not discriminate against
individuals on the basis of race, gender, color, religion, national
origin, age, sexual orientation, gender identity, disability,
veteran status or other classification protected by law. Drug Free
Workplace.Thank you for your interest in Truist! BB and SunTrust
have come together in a transformational merger of equals to create
Truist, the premier financial organization in the country. You may
notice references to our legacy company names, BB and SunTrust, in
places throughout this site. All such references should be
understood to refer to Truist moving forward while we continue to
transition to the Truist name. EEO is the Law Pay Transparency
Nondiscrimination Provision E-Verify
Keywords: Branch, Banking & Trust Company, Charlottesville , Employee Benefits Account Executive, Other , Charlottesville, Virginia
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