The Benefits Account Executive is responsible for working hand in hand with their assigned benefits broker & renewal manager to assist clients through the annual benefits renewal process and year round delivery of BBG value proposition. This includes, but is not limited to the pre-renewal meeting, renewal strategy and open enrollment facilitation. Successful candidates will demonstrate a superb work ethic, high level of motivation and strong team working skills by routinely collaborating with all internal teams on specific client needs.
Primary Responsibilities: Prepare and edit correspondence, communications, presentations, spreadsheets and other documents
File and retrieve documents and reference materials
Conduct research, assemble and analyze data and complete project-based work
Assist in the completion of applications and spreadsheets in the absence of renewal manager
Establish and maintain effective working relationships with co-workers, clients and vendors
Review and explain insurance policies, benefit options and premium strategies
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken throughout the year in BKB
Local travel for client meetings and on an as needed basis.
Attend client meetings with or without broker
Conduct open enrollment meetings
Arrange and coordinate meetings and events.
Monitor, respond to and distribute incoming communications.
Answer and manage incoming calls
Job Knowledge, Skills & Abilities: Must have good command of the English language, and the ability to communicate both orally and written.
Must be proficient with MS Office products
Ability to operate a variety of office machines, including copier, fax machine, 10-key calculator and computer using standard word processing, spreadsheet and data inquiry software
Maintain records and files with precision and accuracy
Rely on experience, resourcefulness and exercise independent judgment to plan and accomplish goals
A high degree of creativity is required including but not limited to PowerPoint creation
Education & Training: High School Diploma/GED.
2 years of similar experience preferred
Certificates & Licenses Required: Ability to obtain VA Health and Life Insurance License within 180 days of hireCompany will provide cost for first class and exam.
Must have valid driver's license
Physical Demands: These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the job.
While performing the responsibilities of the job, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to handle or feel and to manipulate keys on a keyboard
The employee is required to be able to walk up three (3) flights of stairs, multiple times per day, on a daily basis
The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision
Ability to lift up to 20 lbs
Work Environment: Work performed in an office environment
Daily work performed Monday – Friday, 8:00 a.m. – 5:00 p.m.
Additional hours may be required on an as needed basis
SUPERVISORY RESPONSIBILITIES: None
Will be required to perform other duties as requested, directed or assigned Pay: Pay commensurate with experience
