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Benefit Account Executive

THE LOOMIS COMPANY
Wyomissing, PA Other
POSTED ON 2/8/2025
AVAILABLE BEFORE 4/8/2025

Job Details

Level:    Experienced
Job Location:    Headquarters - Wyomissing, PA
Position Type:    Full Time
Education Level:    Not Specified
Salary Range:    Undisclosed
Job Shift:    Day
Job Category:    Insurance

Overview

The Loomis Company is seeking individuals who are driven, reliable, and looking to excel with our growing team!  For over 70 years, The Loomis Company has been a family owned company committed to protecting what you value most…Your people. Your assets. Your future.


WHO WE ARE:

With a reputation as one of the most trusted insurance experts in the industry, The Loomis Company continually expands our business with a focus on service, expertise, and technology.

WHO WE'RE LOOKING FOR:

An individual to market, place, and service fully insured, level funded, captive and self-funded health accounts, along with dental, vision and other ancillary group products. Has the ability to prioritize workflow issues for the most efficient use of time and resources. Life & Health License is required.

  • Ability to explain health coverage options to clients.
  • Advise clients on various health coverages available including fully insured, level funded, captives,
  • self-funded health, as well as HSAs/HRAs, and ancillary lines of coverage.
  • Become familiar with available carriers and products offered through Loomis, Emerson Reid and/or
  • on a direct basis.
  • Follow up with carriers in marketing process to obtain quotations.
  • Prepare proposals summarizing options for client presentation.
  • Take customer calls for any client related health questions.
  • Handle additions and deletions to existing coverage from client to carrier as needed.
  • Handle Enrollment Meetings with clients as needed.
  • Handle renewal discussions and presentations with clients.
  • Attend client meetings as requested by P&C or Benefits sourcing Producer.
  • Work with Emerson Reid as our General Agent.
  • Do rating as needed on Emerson Reid portal.
  • Check follow-up items and any outstanding items.
  • Complete special projects as assigned.

WHERE YOU'LL BE LOCATED:

In a secure, quiet location with high speed, reliable internet either remotely or in our Wyomissing Office. This position is on a flexible hybrid work schedule. 

WHAT YOU CAN BRING TO THE TEAM:

  • Customer service experience.
  • Speed and accuracy in all areas.
  • Detail-oriented.
  • Knowledge of Microsoft Office products.
  • Excellent verbal and written communication skills.
  • Organized

DESIRED EDUCATION AND EXPERIENCE:

  • High School Diploma or General Education Degree (GED)
  • Life & Health License required.

WHAT WE HAVE TO OFFER YOU!

  • Generous Paid Time Off & paid Holidays
  • Work/Life Balance
  • Medical, Dental, and Vision
  • Healthcare spending or reimbursement accounts such as HSA or FSA
  • Employer paid Core Benefits - Life Insurance, Short & Long Term Disability, EAP
  • 401k with Company match
  • Many Company sponsored employee events
  • Career advancement opportunities

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

While performing the duties of this job, the employee is regularly required to perform keyboard work, verbal communications and close vision computer use.  The employee may need to lift and/or move up to fifteen (15) pounds.  

The Loomis Company is proud to be an equal opportunity employer committed to hiring a diverse and inclusive workforce. We provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of sex, sexual orientation, gender (including gender identity and/or expression), pregnancy, race, color, creed, national or ethnic origin, citizenship status, religion, disability, marital status, age, genetic information, veteran status or any personal attribute or characteristic that is protected by applicable local, state or federal laws.

This employer uses E-Verify. Please visit the following website for additional information: The Loomis Company E-Verify. E-Verify is a program that electronically confirms a candidate’s eligibility to work in the United States after completing the Employment Eligibility Verification (Form I-9). The information provided on the Form I-9 is compared to the records contained in the Social Security Administration and Department of Homeland Security (DHS) databases. This helps employers verify the identity and employment eligibility of newly hired employees.


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