Now Hiring - H. W. Wells & Son Inc - Client Advisor Employee Benefits in Wilmington, NC

Full description of the position

Description: Job Summary: The Client Advisor will use their knowledge and expertise to perform the necessary functions associated with servicing clients at the highest level possible. The Client Advisor may work with a book of business associated with an Account Executive or with a House-driven book. They will meet or exceed the servicing, sales, and renewal timeline requirements to provide the exemplary experience our clients rely on. Responsibilities: * Prepare and submit requests for proposals (RFP) to insurance carriers * Request/compile client census for RFP's * Review and analyze quotes received from carriers * Prepare professional and accurate proposals/spreadsheets in Microsoft Excel for presentation to our clients * Audit spreadsheets for fellow Client Advisors as needed * Prepare employee communication and educational materials for clients * Prepare Open Enrollment materials, including Benefit Guides, for clients * Respond promptly and professionally to client service needs to ensure retention of existing clients * Follows all company and divisional SOPs regarding the Agency Operating System * Process new hire enrollments and employee terminations with the carriers * Complete carrier policy changes, including employer applications and new enrollments * Oversees entire implementation processes with carrier changes from start to finish * Perform contract review with respect to insurance requirements * Review newly issued policies for accuracy before delivery to clients * Follow-up in a timely and professional manner with all clients, carriers, account executives and coworkers * Maintain certifications and complete assigned training goals * Maintain and grow knowledge of changes in Life & Health insurance industry * Perform other duties as assigned Requirements: Required Skills/Abilities: * Excellent communication and interpersonal skills * Proficient in Microsoft Office, Outlook, and EPIC * Strong problem-solving skills * Ability to work independently * Organized, detail-oriented, and timely Education and Experience: * Active North Carolina Life & Health license * 2 + years of experience as a licensed Life & Health Insurance professional * Must have or be willing to obtain designations/certifications as required by director