What are the responsibilities and job description for the Benefits Account Executive position at The Workplace Advisors?
About NCG Insurance Agency
We are an independent insurance agency established in 1984 with a strong reputation for delivering excellence to our clients. Our primary markets include religious, educational, camp, and social service nonprofit organizations.
Job Description
We are seeking a Benefits Account Executive to join our team. This role involves partnering with benefits brokers and renewal managers to provide exceptional service to our clients.
Responsibilities:
- Assist in pre-renewal meetings and renewal strategy development
- Provide day-to-day client support and review insurance policies and benefit options
- Maintain records of customer interactions and transactions
- Analyze data and provide strategic recommendations for client benefit programs
- Stay up to date on industry trends and regulatory changes
- Work collaboratively with internal teams to ensure seamless service delivery
Requirements:
- Hold an active Life/Health agent license
- Have 5 years of experience in the benefits insurance industry
- Possess a professional demeanor and strong communication skills
- Demonstrate critical thinking, independence, and attention to detail
- Be proficient in Microsoft Office Suite
Your Qualifications:
- A background in benefits insurance is essential
- You should be proactive and able to think creatively
- You will work with a variety of clients, including those from the nonprofit sector
