BENEFIT ACCOUNT EXECUTIVE (93)

THE LOOMIS COMPANY•Wyomissing, PA

3d•Onsite

About The Position

The Benefit Account Executive markets, places, and services primarily fully insured health accounts. The role also prioritizes and delegates workflow issues to make efficient use of time and resources. It involves advising clients on coverage options, coordinating with carriers and Emerson Reid, handling client service and enrollment needs, and supporting renewals and related account work. The position is based at the company’s headquarters in Wyomissing, Pennsylvania, and is listed as an experienced-level, day-shift role.

Requirements

Customer service experience.
Speed and accuracy in all areas.
Attention to detail.
Knowledge of Microsoft Office products.
Excellent verbal and written communication skills.
Organizational skills.
High school diploma or GED.
Ability to perform keyboard work, verbal communications, and close-vision computer use.
Ability to lift and/or move up to 15 pounds may be required.
Ability to perform each essential duty satisfactorily.

Nice To Haves

Life and Health License preferred; it may be obtained on the job.

Responsibilities

Explain health coverage options to clients.
Advise clients on available coverage, including fully insured health, HSAs, and ancillary coverage.
Become familiar with carriers and products offered through Emerson Reid and directly.
Follow up with carriers during marketing to obtain quotations.
Take calls from clients about health-related questions.
Handle additions and deletions to existing coverage between clients and carriers.
Conduct enrollment meetings with clients as needed.
Handle renewal discussions and presentations with clients.
Attend client meetings as requested by the P&C sourcing producer.
Work with Emerson Reid as the General Agent.
Rate coverage using the Emerson Reid portal if needed.
Check follow-up and outstanding items.
Complete special projects as assigned.
Prioritize and delegate workflow issues for efficient use of time and resources.
Maintain regular attendance according to company standards.