Employee Benefits Account Executive at HAWK Advisers

Job DescriptionJob DescriptionJOB SUMMARY:The Benefits Account Executive is responsible to assist clients through the annual benefits renewal process and year-round delivery of the agency's value proposition. This includes, but is not limited to the pre-renewal meeting, renewal strategy and open enrollment facilitation. Successful candidates will demonstrate a superb work ethic, high level of motivation and strong team working skills by routinely collaborating with all internal teams on specific client needs.WORK SCHEDULE/HOURS:Monday – Friday, 8:00 a.m. to 5:00 p.m.  Other – Overtime as required  TRAVEL:Occasional local travel to account locations (5%-10%)Minimal overnight travel (1-5 days per year)ESSENTIAL DUTIES AND RESPONSIBILITIES:Prepare and edit correspondence, communications, presentations, spreadsheets and other documentsFile and retrieve documents and reference materialsConduct research, assemble and analyze data and complete project-based workAssist in the completion of applications and spreadsheets Establish and maintain effective working relationships with co-workers, clients and vendorsReview and explain insurance policies, benefit options and premium strategiesKeep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken throughout the year Local travel for client meetings and on an as needed basisAttend client meetings with or without brokerConduct open enrollment meetingsArrange and coordinate meetings and eventsMonitor, respond to and distribute incoming communicationsAnswer and manage incoming callsOTHER DUTIES AND RESPONSIBILITIES:Runs reports, develops quotes, and processes setup activities as requestedParticipates in agency committees to contribute to the business efforts and success of the agencyProvides information and guidance to others in the agency as requestedCompletes continuing education and certification courses as required in order to maintain industry certificationsMaintains a professional appearance, positive attitude, and tidy work areaPerform all other duties as assigned by agency managementLICENSES OR CERTIFICATIONS:Active Virginia Life and Health Insurance License required or ability to obtain license within 180 days of hire  Completed or currently enrolled in a nationally accredited insurance designation program preferredValid driver’s license with acceptable driver history and reliable transportation to get to work EDUCATION AND EXPERIENCE:High School Diploma/GED.2 years of similar experience preferredKNOWLEDGE/SKILLS/ABILITIES:Must have good command of the English language, and the ability to communicate both orally and written.Must be proficient with MS Office productsAbility to operate a variety of office machines, including copier, fax machine, 10-key calculator and computer using standard word processing, spreadsheet and data inquiry softwareMaintain records and files with precision and accuracyRely on experience, resourcefulness and exercise independent judgment to plan and accomplish goalsA high degree of creativity is required including but not limited to PowerPoint creationPHYSICAL DEMANDS AND WORK ENVIRONMENT: These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the job. Must be able to sit for long periods during the workday, with frequent standing, walking, and occasional twisting, stooping, pushing, pulling, grasping, and reaching necessary to carry out job duties.  Vision abilities required by this job include close visionDexterity requirements range from simple to coordinated movements of fingers/hands, feet/legs, torso as necessary to carry out job dutiesWorks with varying levels of stress, from very high levels to very low levelsLight work, with occasional lifting/carrying of objects with weights of 10-15 poundsMust demonstrate emotional stability Works indoors in adequate office space with adequate lighting, ventilation, and temperatureWorks with average indoor office exposure to dust/dirt and noise/vibrationTravels as needed to perform essential functions