Account Executive

Title: Account Executive / Individual Health and Group Benefits Advisor

Duties/Responsibilities:

• Ability to communicate with customers in a clear, memorable, and inspirational way.

• Offers open enrollment support to new clients; conducts open enrollment meetings for existing clients upon request, explains benefit options to our client's employees and answers benefit questions; collects and processes enrollment paperwork.

• Creates or revises plans within the carrier's system and verifies deductions are correctly processed.

• Maintain carrier relationships and keep abreast of market trends, carrier appetites, etc.

• Identify areas for continuous improvement and implement initiatives to increase cost saving, efficiency, or effectiveness.

• Experience developing proposals that meet clients' needs, goals, and overcomes objectives.

• Comprehensively access options available to client and make recommendations based on client needs.

• Consistently meet all Resolve Insurance Groups' established quality control procedures and timelines.

• Ability to function well in an environment that presents frequent interruptions and moving targets.

• Establish and monitor workloads, workflows, procedures, etc. so as to maintain a high level of customer service.

• Maintains updated, accurate benefit plan deductions for new hires, terminations, qualifying status changes, plan renewals, etc.

• Communicates effectively and professionally with clients and their employees, agents, and insurance carriers.

• Adhere to agency procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and Omissions.

• Comply with all regulatory requirements regarding licensing, sales, and service of Individual Health business.

• Maximizing growth and client retention through superior customer service.

• Perform other specific duties and projects as assigned by agency management.

Required Skills/Abilities:

• Knowledge of marketing principles, health care benefits sales strategy, and technical aspects of products and services.

• Knowledge of contracts, state regulations, procedures, and other information pertinent to sales and servicing of this roles department.

• Highly interpersonal, solutions-oriented, and analytical in nature.

• Proficient in Microsoft Office Excel, Word, Outlook, and similar software.

• Applied/EPIC knowledge or any Insurance Agency Management system preferred but not required.

• Positive outlook and a strong ability to take responsibility for their successes and failures.

• A good sense of humor and a down-to-earth personality. We work hard, have fun, and treat people with respect.

Education and Experience:

• Minimum 2 years of account management experience in individual health, group benefits, and ancillary insurance.

• High school diploma or equivalent required; Associates or bachelor's preferred.

• Licensed to sell insurance in applicable state (South Carolina)

• Life & Health (required)

• Property & Casualty (preferred but not required)

Location:

• Spartanburg, SC

• Mon - Fri 9am-5pm (Weekends and additional hours will be required during Open Enrollment months of October, November, and December)

Salary:

• Full-Time/On-site/Hourly

We encourage you to apply even if you do not meet all of the qualifications but feel you would be a good fit for the position. However, you must be located in the South Carolina.