Employee Benefits Account Executive
Company: McGriff, Seibels
Posted on: May 3, 2021
Specific information related to the position is outlined below.
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application process, please request a reasonable accommodation by
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Regular or Temporary:
Language Fluency: English (Required)
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
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
Assist producer with achieving new business and retention goals.
Seek new lines of coverage for current and new clients and act on
Ensure review of existing plans/coverages is completed for new
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.
Control and coordinate the implementation process of new
business and renewals, including group meetings, enrollment,
submission, and deliver of administrative materials.
Build and maintain relationships with key client contacts.
Assist with obtaining reports and meet with clients regarding
fully insured and self-funded claim reports, monthly or quarterly,
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
Prepare, with assistance of producer and EB agency staff,
Stewardship Report for appropriate clients, annually.
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.
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.
Make proactive, regularly scheduled courtesy service calls to
Facilitate, in cooperation with Account Manager," lunch 'n
learns" and health fairs, as requested.
Present and assist clients to implement wellness solutions, as
Provide administrative support on other tasks as they arise,
such as assigned special projects, development of new
ideas/services and other projects, as requested.
- 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
Bachelor's degree or equivalent experience and related
Five years of relevant experience
Must have state-issued agent's license
Strong knowledge of EB practices and ability to manage multiple
concurrent projects with shifting priorities
Ability and experience working with large retail accounts
Ability to communicate complex rules to clients and employees to
achieve understanding and facilitate decision making
Comprehensive knowledge and training on the requirements of
Health Care Reform
Proficient in both fully funded and alternative funded (self
Competent with the various calculators and tools designed for
health care reform compliance decision assistance
Comprehensive knowledge of compliance requirements (e.g. ERISA,
HIPPA, COBRA, FMLA, SPDs, Form 5500s)
Comprehensive knowledge of employee benefits plan documents
Superb written and verbal interpersonal skills
Good analytical skills
Strong communication and organizational skills
Demonstrated proficiency in basic computer applications such as
Microsoft Office products
- Ability to travel, occasionally overnight
Knowledge of BB&T Insurance Services' management systems,
BenefitPoint and Zwave
- Hold insurance designation (e.g. RHU, REBC or some
McGriff Insurance Services is an Equal Opportunity Employer and
considers all qualified applicants regardless of race, gender,
color, religion, national origin, age, sexual orientation, gender
identity, disability, veteran status or other classification
protected by law.
EEO is the Law Pay Transparency Nondiscrimination Provision
Keywords: McGriff, Seibels, Charlottesville , Employee Benefits Account Executive, Other , Charlottesville, Virginia
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