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Employee Benefits Account Manager

HAWK Advisers

Location: Roanoke, VA, 24020
Type: Non-Remote
Posted on: November 12, 2023
This job is no longer available from the source.
Job Description
The Benefits Account Manager is responsible to assist clients through the annual benefits renewal process and year-round delivery of the agency's value proposition. This includes, but is not limited to the pre-renewal meeting, renewal strategy and open enrollment facilitation. Successful candidates will demonstrate a superb work ethic, high level of motivation and strong team working skills by routinely collaborating with all internal teams on specific client needs.
Monday – Friday, 8:00 a.m. to 5:00 p.m.
Other – Overtime as required
Occasional local travel to account locations (5%-10%)
Minimal overnight travel (1-5 days per year)
Prepare and edit correspondence, communications, presentations, spreadsheets and other documents
File and retrieve documents and reference materials
Conduct research, assemble and analyze data and complete project-based work
Assist in the completion of applications and spreadsheets
Establish and maintain effective working relationships with co-workers, clients and vendors
Review and explain insurance policies, benefit options and premium strategies
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken throughout the year
Local travel for client meetings and on an as needed basis
Attend client meetings with or without broker
Conduct open enrollment meetings
Arrange and coordinate meetings and events
Monitor, respond to and distribute incoming communications
Answer and manage incoming calls
Runs reports, develops quotes, and processes setup activities as requested
Participates in agency committees to contribute to the business efforts and success of the agency
Provides information and guidance to others in the agency as requested
Completes continuing education and certification courses as required in order to maintain industry certifications
Maintains a professional appearance, positive attitude, and tidy work area
Perform all other duties as assigned by agency management
Active Virginia Life and Health Insurance License required or ability to obtain license within 180 days of hire
Completed or currently enrolled in a nationally accredited insurance designation program preferred
Valid driver’s license with acceptable driver history and reliable transportation to get to work
High School Diploma/GED.
2 years of similar experience preferred
Must have good command of the English language, and the ability to communicate both orally and written.
Must be proficient with MS Office products
Ability to operate a variety of office machines, including copier, fax machine, 10-key calculator and computer using standard word processing, spreadsheet and data inquiry software
Maintain records and files with precision and accuracy
Rely on experience, resourcefulness and exercise independent judgment to plan and accomplish goals
A high degree of creativity is required including but not limited to PowerPoint creation
These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the job.
Must be able to sit for long periods during the workday, with frequent standing, walking, and occasional twisting, stooping, pushing, pulling, grasping, and reaching necessary to carry out job duties. Vision abilities required by this job include close vision