Benefits Account Executive (Health Insurance)

Company:

NCG Insurance Agency is an independent insurance agency, established in 1984, with our main office in Leesburg, VA, and an office in Winchester, VA. Our primary markets include religious, educational, camp, and social service nonprofit organizations. With 40 years of experience serving thousands of clients, we take pride in delivering excellence.

Job Description:

Are you an experienced benefits professional looking for an opportunity to make a meaningful impact? If so, we want to talk to you! NCG Insurance Agency seeks a Benefits Account Executive to join our team. This role partners with an assigned benefits broker and renewal manager to provide exceptional service to our clients. The successful candidate will be responsible for pre-renewal meetings, renewal strategy, open enrollment facilitation, and ongoing client communication.

The ideal candidate will have a strong background in benefits insurance, excellent communication skills, and a proactive approach to client management. This full-time, Monday-Friday position (40 hours/week) offers the potential for remote work. Join our team and be part of an organization dedicated to serving those who serve others.

Responsibilities: The candidate must:

• Assist in pre-renewal meetings, renewal strategy development, and open enrollment facilitation

• Provide day-to-day client support, reviewing and explaining insurance policies, benefit options, and premium strategies

• Maintain records of customer interactions and transactions using management system software

• Respond to client inquiries promptly and professionally, ensuring a high level of customer satisfaction

• Analyze and interpret data to provide strategic recommendations for client benefit programs

• Stay up to date on industry trends and regulatory changes to provide informed guidance

• Work collaboratively with internal teams to ensure seamless service delivery

• Develop and deliver engaging presentations, including PowerPoint creation, to communicate benefit options effectively

Requirements: The candidate will:

• Hold an active Life/Health agent license

• Have 5 years of experience in the benefits insurance industry

• Possess a professional demeanor with strong verbal and written communication skills

• Demonstrate the ability to apply critical thinking, work independently, and pay close attention to detail

• Be proficient in Microsoft Office Suite, including spreadsheets and data analysis tools

• Exhibit a high degree of creativity and willingness to think outside the box

Please, no calls to NCG Insurance Agency