Job Description

Each member of the Benefit Health Advisor team brings expertise and experience, allowing Benefit Health Advisor to provide the HIGHEST LEVEL OF SERVICE possible to every client.  We provide best-in-class service, so you don't have to worry about the details and intricacies of building a cost-effective, strong benefits package.  The professionals at Benefit Health Advisor have DECADES OF INDUSTRY EXPERIENCE.  Benefit Health Advisor was started as an opportunity for us to leverage our expertise and understanding in assisting employer groups create and manage successful benefit plans.  Our in-depth understanding of health, wellness, dental, vision, disability, and life insurance plans is exceptional.  But the true difference is that we care.

We are excited to add to our team a BENEFITS ACCOUNT EXECUTIVE. This is a position within the Client Services Team.  This position supports clients from a service role, while working closely with other Client Service Team members, sales team members and applicable carriers and vendors.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• RESPONSIBLE FOR MAINTAINING AN ASSIGNED BOOK OF BUSINESS IN CONJUNCTION WITH OTHER TEAM MEMBERS INCLUDING A VARIETY OF CLIENTS

• Handles day to day contact with the client - primarily to answer questions and issue resolution  

• Audits all documents sent to the client for review or signature.  This includes, but is not limited to stop loss policy, plan documents, amendments, and administrative service agreements

• Completes and audits all internal documents in an accurate and timely manner.  These include but are not limited to, commission sheets, group sheets, coverage pages, etc.

• Conducts employee enrollment meetings as requested by the client

• The Account Executive has a direct relationship with the client

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill and/or ability required.

EDUCATION AND/OR EXPERIENCE: 

• Bachelor’s degree preferred but not required
• High School diploma or recognized equivalent is required
• Minimum of 2+ years’ related industry experience and/or training, required
• Thorough knowledge of employee benefits insurance, required

OTHER QUALIFICATIONS:

• Proficient in Employee Navigator, Microsoft Word, Excel, PowerPoint, Outlook and Adobe and able to use multiple technology devices
• Ability to perform duties in a high-pressured, fast-paced environment
• High degree of critical thinking, organizational and decision making skills as well as a high degree of initiative and attention to detail.
• Ability to determine work priorities and remain flexible as needs and priorities change
• Professional telephone skills and etiquette
• Strong written and verbal communication skills
• Self-motivated and ability to work independently with limited supervision or within a group or team
• Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division
• Ability to apply mathematical operations to required tasks
• Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division
• Ability to apply mathematical operations to required tasks
• Excellent oral and written communication skills, command of the English language and bilingual Spanish would be preferred

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges
• Occasionally lift up to 20lbs.

WORK ENVIRONMENT:  The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

• Work is done in a temperature controlled, non-smoking office with Workstations
• The noise level in the work environment is usually moderate
• Work expectations are to be in office and not remote

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