What are the responsibilities and job description for the Account Executive Benefits position at Resolve Insurance Group?
We are seeking a driven, ambitious, and intellectually curious Account Executive for our Individual Health and Group Benefits department. You will be responsible for driving growth and retention through superior customer service. The successful candidate offers assistance to clients, or directly manages the accurate enrollments, changes, and terminations of the specified department plans. The Benefits Account Manager provides ongoing support to clients in the day-to-day coordination of their enrolled plans and works effectively with others to promptly resolve all variances and to assure complete client and vendor satisfaction.
Title: Account Executive / Individual Health and Group Benefits Advisor
Duties/Responsibilities:
● Ability to communicate with customers in a clear, memorable, and inspirational way.
● Offers open enrollment support to new clients; conducts open enrollment meetings for existing clients upon request, explains benefit options to our client’s employees and answers benefit questions; collects and processes enrollment paperwork.
● Creates or revises plans within the carrier’s system and verifies deductions are correctly processed.
● Maintain carrier relationships and keep abreast of market trends, carrier appetites, etc.
● Identify areas for continuous improvement and implement initiatives to increase cost saving, efficiency, or effectiveness.
● Experience developing proposals that meet clients’ needs, goals, and overcomes objectives.
● Comprehensively access options available to client and make recommendations based on client needs.
● Consistently meet all Resolve Insurance Groups’ established quality control procedures and timelines.
● Ability to function well in an environment that presents frequent interruptions and moving targets.
● Establish and monitor workloads, workflows, procedures, etc. so as to maintain a high level of customer service.
● Maintains updated, accurate benefit plan deductions for new hires, terminations, qualifying status changes, plan renewals, etc.
● Communicates effectively and professionally with clients and their employees, agents, and insurance carriers.
● Adhere to agency procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and Omissions.
● Comply with all regulatory requirements regarding licensing, sales, and service of Individual Health business.
● Maximizing growth and client retention through superior customer service.
● Perform other specific duties and projects as assigned by agency management.
Required Skills/Abilities:
● Knowledge of marketing principles, health care benefits sales strategy, and technical aspects of products and services.
● Knowledge of contracts, state regulations, procedures, and other information pertinent to sales and servicing of this roles department.
● Highly interpersonal, solutions-oriented, and analytical in nature.
● Proficient in Microsoft Office Excel, Word, Outlook, and similar software.
● Applied/EPIC knowledge or any Insurance Agency Management system preferred but not required.
● Positive outlook and a strong ability to take responsibility for their successes and failures.
● A good sense of humor and a down-to-earth personality. We work hard, have fun, and treat people with respect.
Education and Experience:
● Minimum 2 years of account management experience in individual health, group benefits, and ancillary insurance.
● High school diploma or equivalent required; Associates or bachelor’s preferred.
● Licensed to sell insurance in applicable state (South Carolina)
▪ Life & Health (required)
▪ Property & Casualty (preferred but not required)
Location:
● Spartanburg, SC
● Mon – Fri 9am-5pm (Weekends and additional hours will be required during Open Enrollment months of October, November, and December)
Salary:
● Full-Time/On-site/Hourly
We encourage you to apply even if you do not meet all of the qualifications but feel you would be a good fit for the position. However, you must be located in the South Carolina.