Employee Benefits Account Executive

Company: McGriff, Seibels
Location: Charlottesville
Posted on: May 3, 2021

Job Description:

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?

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Regular or Temporary:

Regular

Language 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 training

2. Five years of relevant experience

3. Must have state-issued agent's license

4. Strong knowledge of EB practices and ability to manage multiple concurrent projects with shifting priorities

5. Ability and experience working with large retail accounts

6. Ability to communicate complex rules to clients and employees to achieve understanding and facilitate decision making

7. Comprehensive knowledge and training on the requirements of Health Care Reform

8. Proficient in both fully funded and alternative funded (self funded) programs

9. Competent with the various calculators and tools designed for health care reform compliance decision assistance

10. Comprehensive knowledge of compliance requirements (e.g. ERISA, HIPPA, COBRA, FMLA, SPDs, Form 5500s)

11. Comprehensive knowledge of employee benefits plan documents

12. Superb written and verbal interpersonal skills

13. Good analytical skills

14. Strong communication and organizational skills

15. Demonstrated proficiency in basic computer applications such as Microsoft Office products

16. Ability to travel, occasionally overnight

Desired Skills:

1. Knowledge of BB&T Insurance Services' management systems, BenefitPoint and Zwave

2. Hold insurance designation (e.g. RHU, REBC or some equivalent)

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 E-Verify

Keywords: McGriff, Seibels, Charlottesville , Employee Benefits Account Executive, Other , Charlottesville, Virginia