Account Representative Employee Benefits Department

Job Description

Job Description

Benefits :

• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Free food & snacks
• Health insurance
• Paid time off

Summary / Objective

The Benefits Representative will work directly with internal and external producers and customers to assist in daily activities associated with the Benefits department of the agency.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Learn the agency benefit carriers and potential carriers to place applicable lines of business for customers.

Promptly and accurately respond to requests of benefit producers and customers.

Consult customers on best point of contact for questions and assist in resolutions to client questions and concerns.

Properly record and retrieve data using the agency management systems.

Provide professional and courteous service to agency insureds by telephone and email correspondence.

Accurately record client notes in agency management system for activities related account servicing.

Properly acquire needed documentation for quoting, rate comparisons and proposals

Produce professional quotes and presentation materials needed for sales, enrollments, and renewals.

Competencies

Communication proficiency in person and by phone with team members and insureds

Proficiency in sending emails to clients and responding to team member requests.

Ethical Conduct

Flexibility

Initiative

Time Management

Typing of a minimum of 40 wpm

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

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.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand, walk; use hands to finger, handle or feel; and reach with hands and arms.

Position Type / Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Occasional weekend event participation required.

Travel

Travel to local events and trade shows and occasional client site travel may be necessary.

Required Education and Experience

215 Insurance License

Associate degree or high school diploma with three years work experience

440 Insurance License may be obtained on the job for qualified applicants.

Employee Navigator

Benefit Point

Previous insurance experience

Preferred Education and Experience

4 Year college degree

Additional Eligibility Qualifications

Proficiency with Microsoft Outlook, Word, Excel, Database entry