Benefits Insurance Professional

Job Description

NCG Insurance Agency seeks an experienced benefits professional to join their team as a Benefits Account Executive.

This role partners with assigned benefits brokers and renewal managers to provide exceptional service to clients. Key responsibilities include pre-renewal meetings, renewal strategy development, open enrollment facilitation, and ongoing client communication.

The ideal candidate will possess a strong background in benefits insurance, excellent communication skills, and a proactive approach to client management. This full-time position offers the potential for remote work.

• Key Responsibilities:
• 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 to communicate benefit options effectively

Requirements:

• 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