Benefits Account Executive - Health Plans & Client Success

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

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.