Benefits - Accounts Executive

Hilb Group
Charlotte, North Carolina (US)
We offer a competitive benefits package
Mar 16, 2021
May 15, 2021
Customer Service
Job Type
Full Time

We are currently seeking an experienced Account Executive for an exciting opportunity within The Hilb Group Southeast in our Charlotte, NC location.

This position will be considered part of Endeavor Insurance Services. Open to candidates located around Greer, SC, and willing to travel.

The candidate would be responsible for handling a block of corporate clients’ benefits, medical and ancillary benefits, as well as TPA products & services (i.e., FSA, HSA, and COBRA administration).

The best candidate will provide an exceptional level of service and support to our clients. Duties, abilities, and responsibilities include:

• Act as a direct client resource for all service-related issues or questions

• Possess an advanced level of understanding of group benefits, agency management systems, employer portals, etc.

• Ability to review and provide feedback on client deliverables, such as carrier communications, benefit summaries, etc.

• Work with others to analyze health, dental and other benefit plan claims and utilization data from insurers/vendors and present detailed reporting to customers

• Organize and attend client meetings, prepare communications including Open Enrollment materials, presentations, and coordinate all insurer/ vendor needs

• Ensure that all renewals and products are finalized and fully installed, including employee enrollments, contracts, employee ID cards, and employer billing

• Interface with clients for the resolution of claim disputes, billing, and other contract issues to the total satisfaction of clients (and their employees)

• Assist customers with aspects of compliance and reporting

Qualifications of the ideal candidate include:

• Minimum of 3-5 years of insurance brokerage industry experience.

• Excellent communication, problem-solving, interpersonal skills, and strong attention to detail.

• Flexible and adaptable to thrive in a fast-paced, dynamic work environment.

• Ability to work in both a team/collaborative setting and work without supervision when necessary.

• Capable of effectively drafting, proofing, and completing professional documents, presentations, and correspondence, using Microsoft Word, PowerPoint, etc.

• Good understanding of Excel and other formula-based software.

• Ability to learn and utilize our Customer Service Management (CRM) system to maintain client/benefit information and track service provided.

• Knowledge of Benefit Administration systems, such as Employee Navigator, is helpful.

• Current NC or SC Life, Accident & Health license required.

Benefits: We offer a competitive benefits package - including medical, dental, vision, life, short & long-term disability, 401k, paid time off, & paid holidays.

The Hilb Group is an equal opportunity employer and we actively support and comply with all applicable federal, state and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state and local laws.

Apply for Benefits - Accounts Executive

Already uploaded your resume? Sign in to apply instantly


Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb

4000 characters left

Marketing Communication

We'd love to send you information about Jobs and Services from by email.

All emails will contain a link in the footer to enable you to unsubscribe at any time.

When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.

Similar jobs

Similar jobs