Benefits Account Executive - Health Plans & Client Service

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

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.