BENEFITS ADVISOR

Gia Tx

Friendswood (TX)

On-site

USD 50,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Paid Time Off
Paid Holidays
Health Insurance
Long and Short Term Disability
Life Insurance
401k with Company Match
Professional Development

Job summary

A leading insurance agency in Friendswood, Texas, is looking for a detail-oriented Benefits Advisor. This role involves assisting clients in insurance coverage decisions and maintaining strong client relationships. The ideal candidate will have experience in the insurance field and possess excellent communication skills. Join a supportive team that values professional development and offers benefits like paid time off, health insurance, and a 401k match.

Qualifications

  • Three to five years of related experience required.
  • Intermediate proficiency in computers and technology essential.
  • Ability to prioritize and multitask effectively.

Responsibilities

  • Help clients make informed coverage decisions.
  • Obtain health insurance markets for individuals and groups.
  • Maintain relationships with clients and carriers.

Skills

Detail oriented
Excellent communication skills
Customer service
Professional demeanor
Team player

Education

General Lines Agent Life, Accident, Health and HMO Agents License

Tools

AMS360
BenefitPoint

Job description

Here is your opportunity to join a community cornerstone!

GIA Insurance Agency is looking for a new Benefits Advisor to join our team. We pride ourselves on our excellent culture, and we are seeking someone who wants to be a part of that strong team. We're not just looking for any Benefits Advisor, we're looking for the one who is detail oriented and driven to provide excellent customer service. As our new Benefits Advisor, you'll be joining us to provide our clients with the best policies to cover what matters most to them. Your ability to build rapport and professional demeanor will help you build trust with our clients, retaining their confidence and business for years to come. If you're a team player who is ready to empower people to make the best decisions concerning their insurance needs, apply today!

  • Paid Time Off
  • Paid Holidays
  • Health Insurance
  • Long and Short Term Disability
  • Life Insurance
  • 401k with Company Match
  • Professional Development
Responsibilites
  • Obtain Health and Ancillary markets for Individual/Small Group and Large Group Health Insurance.
  • Prequalify new business according to agency standards.
  • Assists clients with making coverage decisions by reviewing client's exposures and recommending appropriate coverage.
  • Inform and educate the client about policy coverage, exclusions and limitations.
  • Work closely with Management to meet production goals.
  • Complete applications and submit them to eligible and appropriate carriers. Then follow up with the carrier to ensure timely receipt of quotations.
  • Actively seeks referrals from existing client base for possible New Business prospects.
Retention
  • Employer/Employee Meetings for Small Group & Large Group Clients.
  • Explain Health, Dental, and Vision Plans and assist employees with the application process.
  • Work closely with Management to meet retention goals.
  • Maintain good working relationships with clients, brokers, and carriers.
  • Remarket renewals, contact clients, create renewal proposals and handle other renewal activities according to procedure.
  • Actively work to round out existing accounts by providing coverage options applicable to client exposure.
  • Work closely with Management and Producer to best serve the client.
  • Maintain and update agency management system with the most current and accurate information.
  • Diligently strive to protect the interest of the client, the agency and the carriers by following all procedures and guidelines as they apply.
Requirements
  • General Lines Agent Life, Accident, Health and HMO Agents License Preferred.
  • Three (3) to five (5) years of related experience.
  • Intermediate proficiency in computers and technology, AMS360/BenefitPoint experience a plus.
  • Excellent written and verbal communication skills.
  • Detail oriented with the ability to prioritize and multitask.
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