BENEFIT ACCOUNT EXECUTIVE

The Loomis Company; Berkshire Heights (PA); On-site; USD 70,000 - 90,000; Full time

Job summary

The Loomis Company seeks a Benefits Account Executive to market, place and service mostly fully insured health accounts. You will explain health coverage options, advise on coverages, and coordinate with Emerson Reid for carrier quotes.

You will handle enrollment meetings, renewals and client communications while protecting PHI/EPHI data. Ideal candidates have strong customer service, organizational skills, and proficiency with Microsoft Office; a Life & Health license is preferred and can be

Qualifications

• High School Diploma or GED required; Life & Health license preferred.
• Experience in client service within health insurance or related field is a plus.
• Ability to explain health coverage options and multiple coverages clearly.

Responsibilities

• Explain health coverage options to clients and advise on fully insured health plans.
• Follow up with carriers to obtain quotations and support enrollment meetings.
• Handle additions, deletions and renewals of client coverages with carriers.
• Provide excellent customer service while maintaining PHI/EPHI confidentiality.
• Attend client meetings and coordinate with Emerson Reid as the General Agent.

Skills

Customer service

Attention to detail

Speed and accuracy

Organized

Microsoft Office

Verbal and written communication

HIPAA compliance

Education

High School Diploma or GED

Life & Health License preferred

Tools

Microsoft Office Suite

Job description

SUMMARY:We are seeking a Benefits Account Executive to market, place and service mostly fully insured health accounts, as well as the ability to prioritize and delegate workflow issues for the most efficient use of time and resources.DUTIES AND RESPONSIBILITIES:Ability to explain health coverage options to clientsAdvise clients on various coverages available including fully insured health, HSAs, and ancillary lines of coverageBecome familiar with available carriers and products offered through Emerson Reid and/or on a direct basisFollow up with carriers in the marketing process to obtain quotationsTake customer calls for any client related health questionHandle additions and deletions to existing coverage from client to carrierHandle Enrollment Meetings with clients as neededHandle renewal discussions and presentations with clientsAttending client meetings as requested by P&C sourcing producerWork with Emerson Reid as our General AgentDo rating if needed on Emerson Reid portalCheck follow-up items and any outstanding itemsComplete special projects as assignedOTHER SKILLS AND/OR ABILITIES:Customer service experienceSpeed and accuracy in all areasDetail-orientedKnowledge of Microsoft Office productsExcellent verbal and written communication skillsOrganizedEDUCATION AND/OR EXPERIENCE:High School Diploma or General Education Degree (GED)Life & Health License preferred but could be obtained on the jobPHYSICAL 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. While performing the duties of this job, the employee is regularly required to perform keyboard work, verbal communications and close vision computer use. The employee may need to lift and/or move up to fifteen (15) pounds.HIPAA SECURITY STATEMENT:This position may require access to private health information (PHI) and/or electronic private health information (EPHI) . The minimum necessary access will be granted based on the employee’s responsibilities. To perform their job requirements, certain employees may also be granted access to PHI and EPHI of company employees.WORK ENVIRONMENT:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, while maintaining regular attendance that is acceptable to company standards. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions