BENEFIT ACCOUNT EXECUTIVE (93)

Loomis Co.; Wyomissing (Berks County); On-site; USD 65,000 - 95,000; Full time

Job summary

Loomis Co. is seeking an experienced Benefits Account Executive in Wyomissing, PA to market, place and service mostly fully insured health accounts.

You will explain health coverage options, advise on various coverages, and coordinate with Emerson Reid and carriers to obtain quotations and manage enrollment and renewals. Ideal candidates bring strong customer service skills, accuracy, organization, and proficiency with Microsoft Office; life & health licensing is preferred.

Qualifications

• High School Diploma or GED required; Life & Health License preferred but could be obtained on the job.
• Ability to explain health coverage options and advise on fully insured arrangements, HSAs, and ancillary lines.
• Prior customer service experience and ability to manage carrier interactions and client questions.

Responsibilities

• Explain health coverage options to clients
• Advise clients on coverage including fully insured health, HSAs, and ancillary lines
• Engage with Emerson Reid and/or direct carriers; obtain quotations
• Handle enrollment meetings and renewal discussions with clients
• Take client calls for health-related questions and manage changes to coverage
• Support rating tasks on Emerson Reid portal and follow up on items
• Attend client meetings as requested by sourcing producer; complete special projects

Skills

Customer service experience

Speed and accuracy

Detail-oriented

Microsoft Office

Excellent verbal and written comms

Organized

Education

High School Diploma or GED

Life & Health License preferred

Tools

Microsoft Office

Job description

BENEFIT ACCOUNT EXECUTIVE (93)# BENEFIT ACCOUNT EXECUTIVE (93)Hot JobHeadquarters - Wyomissing, PA 19610## OverviewLevelExperiencedJob ShiftDayCategorySales## Benefits Account Executive**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 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 question* 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* Attending client meetings as requested by P&C sourcing producer* Work with Emerson Reid as our General Agent* Do rating if needed on Emerson Reid portal* Check follow-up items and any outstanding items* Complete special projects as assigned**OTHER SKILLS AND/OR ABILITIES:*** Customer service experience* 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