Account Executive

First Commonwealth Bank; Indiana, Northern (PA, KY); On-site; USD 60,000 - 95,000; Full time

Job summary

First Commonwealth Bank in Indiana, PA seeks an Employee Benefits Sales Support specialist to assist the EB Sales Team, prepare presentations, and identify cost-saving opportunities for existing clients’ benefit solutions.

You will analyze utilization data, support enrollment meetings, manage complex accounts, and stay aware of regulatory requirements. A bachelor’s degree, strong communication, PA licensing within 12 months, travel, and possible telecommuting are required.

Qualifications

• Bachelor's degree or equivalent experience required.
• Excellent communication and organizational skills.
• Technically savvy with account management systems.
• Must obtain PA Life, Accident & Health licensing within 12 months of hire.
• A valid driver's license and the ability to travel are required.
• May be eligible for Telecommuting.

Responsibilities

• Proactively supports the Employee Benefits Sales Team, allowing Account Executives/Advisors more sales and face to face time with clients and referral sources.
• Responds to the sales needs of the Sales Team for specific cases as necessary.
• With superior attention to detail, works with various clients across many industries, products and funding methods.
• Manages more complex, and often self-funded accounts.
• Acquires utilization reports from carriers for specific clients and analyzes strategies to create cost reduction.
• Creates models and presentations that show evidence of cost improvement strategies through wellness programs, employee behavioral changes and/or contribution adjustments.
• Attends client meetings with Sales Team to present findings and conduct presentations on cost improvement or cost containment strategies based on utilization data.
• Maintains working knowledge of methods and products specifically designed for area of specialty; and the ability to ability to analyze reporting and discuss strategically with clients.
• Maintains awareness of Federal and State regulations that affect a client’s EB program.
• Performs proper follow up and is committed to established service standards of the business line.
• Utilizes and documents in client management system per verbal and written processes and procedures.
• Conducts enrollment meetings with clients and their employees.
• Meets with and develops/deepens relationships with various insurance carrier representatives.
• Attends periodic training and regional team meetings with affiliate partners.

Skills

Sales support

Presentation skills

Data analysis

Client relationship

Enrollment meetings

Education

Bachelor's degree or equivalent experience

Tools

CRM system

Job description

FCIA - FCP 1st Floor
654 Philadelphia Street
Indiana, PA 15701, USA

FCIA - FCP 1st Floor
654 Philadelphia Street
Indiana, PA 15701, USA

Position is telecommute eligible. For candidates to be considered, they must reside in PA or OH.

Performs sales and sales support activities related to prospective and/or existing clients, prepares and delivers presentations and identifies opportunities with existing clients for additional product lines, alternative funding methods or additional benefit solutions.

1. Proactively supports the Employee Benefits Sales Team, allowing Account Executives/Advisors more sales and face to face time with clients and referral sources.
2. Responds to the sales needs of the Sales Team for specific cases as necessary.
3. With superior attention to detail, works with various clients across many industries, products and funding methods.
4. Manages more complex, and often self-funded accounts.
5. Acquires utilization reports from carriers for specific clients and analyzes strategies to create cost reduction.
6. Creates models and presentations that show evidence of cost improvement strategies through wellness programs, employee behavioral changes and/or contribution adjustments.
7. Attends client meetings with Sales Team to present findings and conduct presentations on cost improvement or cost containment strategies based on utilization data.
8. Maintains working knowledge of methods and products specifically designed for area of specialty; and the ability to ability to analyze reporting and discuss strategically with clients.
9. Maintains awareness of Federal and State regulations that affect a client’s EB program.
10. Performs proper follow up and is committed to established service standards of the business line.
11. Utilizes and documents in client management system per verbal and written processes and procedures.
12. Conducts enrollment meetings with clients and their employees.
13. Meets with and develops/deepens relationships with various insurance carrier representatives.
14. Attends periodic training and regional team meetings with affiliate partners.

Bona Fide Occupational Qualifications___________________________

1. A bachelor’s degree and/or equivalent experience in a related field is required.
2. Excellent communication and organizational skills are required as is keen attention to detail.
3. Technically savvy with account management system proficiency.
4. Must obtain PA Life, Accident & Health licensing within 12 months of hire.
5. A valid driver’s license and the ability to travel are required.
6. May be eligible for Telecommuting.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.