Now Hiring - Truist Financial Corporation - Financial Services Insurance Employee Benefits Account Executive (Remote and Hybrid Options Available) in Greensboro, NC

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Regular or Temporary:

Language Fluency: English (Required)

Work Shift:

Please review the following job description:

Job description summary:

Facilitate the sales and administrative processes for Employee Benefits (EB) clients on assigned accounts, working closely with producer and EB agency staff. Must be knowledgeable in areas of EB coverages, carrier guidelines, underwriting and legislative changes.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Assist producer with achieving new business and retention goals. Seek new lines of coverage for current and new clients and act on cross-sell opportunities.

2. Assure review of existing plans/coverages is completed for new clients.

3. Manage the renewal marketing process, coordinating with producer to develop proposals and recommendations. Negotiate renewal with carrier as needed in conjunction with producer. Deliver recommendations to clients as needed, or accompany producer in making presentations.

4. Control and coordinate the implementation process of new business and renewals, including group meetings, enrollment, and delivery of administrative materials.

5. Build and maintain relationships with key client contacts.

6. Assist with obtaining reports and meet with clients regarding fully insured and self-funded claim reports, monthly or quarterly, as necessary.

7. Maintain relationships with carrier representatives, staying abreast of new products, carrier procedural changes and market trends. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients, as opportunities occur.

8. Ensure clients are up-to-date on compliance requirements (e.g. ERISA, HIPAA, COBRA, FMLA, SPDs, Form 5500s) through meetings, webinars, legislative updates and other resources.

9. Ensure escalated client service issues are addressed timely with carriers and remain active until verifiably complete and confirmed.

10. Make proactive, regularly scheduled courtesy service calls to assigned accounts.

11. Present and assist clients to implement wellness solutions, as necessary.

12. Provide administrative support on other tasks such as assigned special projects, development of new ideas/services and other projects, as requested.

13. Become proficient in the EB system, specifically log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in EB system. Also, understand how EB staff uses the EB system to know where to look for information to assist clients.

Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s degree or equivalent experience and related training

2. Minimum of 5 years of relevant experience in employee benefits is required.

3. Strong knowledge of EB practices and ability to manage multiple concurrent projects with shifting priorities.

4. State-issued agent’s license Life and Health is required.

5. Provide leadership to the team

6. Ability to communicate complex rules to clients and employees to achieve understanding and facilitate decision making.

7. Proficient in both fully-funded and alternative-funded (self-funded) programs

8. Possess sales and relationship skills

9. Comprehensive knowledge of compliance requirements (e.g. ERISA, HIPPA, COBRA, FMLA, SPDs, Form 5500s)

10. Comprehensive knowledge of Employee Benefit Plan Documents

11. Superb written and verbal interpersonal skills

12. Good analytical skills

13. Strong communication and organizational skills

14. Ability and experience working with large employer groups with multistate locations.

15. Demonstrated proficiency in basic computer applications such as Microsoft Office products

Desired Skills:

1. Knowledge of McGriff's management systems, BenefitPoint and Zywave

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify