BENEFIT ACCOUNT EXECUTIVE

The Loomis Company; Reading (Berks County); On-site; USD 52,000 - 75,000; Full time

Job summary

The Loomis Company seeks a Benefits Account Executive to market, place, and service mostly fully insured health accounts. The role includes explaining health coverage options to clients and advising on various coverages, including HSAs and ancillary lines. Familiarity with Emerson Reid carriers and direct products is a plus.

You will manage enrollment meetings, renewals, and client communications with focus on accuracy, organization, and privacy compliance.

Qualifications

• High School Diploma or GED required.
• Life & Health License preferred but could be obtained on the job.

Responsibilities

• Explain health coverage options to clients.
• Advise clients on fully insured health, HSAs, and ancillary lines of coverage.
• Become familiar with carriers and products through Emerson Reid or direct basis.
• Follow up with carriers in the marketing process to obtain quotations.
• Take customer calls for health questions.
• Handle additions and deletions to existing coverage from client to carrier.
• 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.
• Do rating on the Emerson Reid portal if needed.
• Check follow-up items and any outstanding items.
• Complete special projects as assigned.

Skills

Health coverage explanations

Client advisory

Carriers & products knowledge

MS Office

Verbal & written communication

Organization

Education

High School Diploma or GED

Life & Health License preferred

Tools

Microsoft Office Suite

Job description

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 clients
• Advise clients on various coverages available, including fully insured health, HSAs, and ancillary lines of coverage
• Become familiar with available carriers and products offered through Emerson Reid and/or on a direct basis
• Follow up with carriers in the marketing process to obtain quotations
• Take customer calls for any client-related health questions
• Handle additions and deletions to existing coverage from client to carrier
• Handle 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 our General Agent
• Do rating if needed on the Emerson Reid portal
• Check follow-up items and any outstanding items
• Complete special projects as assigned

OTHER SKILLS AND/OR ABILITIES:

• Speed and accuracy in all areas
• Detail-oriented
• Knowledge of Microsoft Office products
• Excellent verbal and written communication skills
• Organized

EDUCATION AND/OR EXPERIENCE:

• High School Diploma or General Education Degree (GED)
• Life & Health License preferred but could be obtained on the job

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. 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.