What are the responsibilities and job description for the Account Executive position at W3Global?
Title: Account Executive / Individual Health and Group Benefits Advisor
Duties/Responsibilities
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.
- 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.
- 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)
- Spartanburg, SC
- Mon - Fri 9am-5pm (Weekends and additional hours will be required during Open Enrollment months of October, November, and December)
- Full-Time/On-site/Hourly
Salary : $40,000 - $60,000