Employee Benefits Acquisition Specialist

2 weeks ago

Richmond, Virginia, United States Scott Insurance Full time

With a legacy spanning 160 years, Scott Insurance stands at the forefront of crafting intelligent strategies and innovative solutions tailored to the unique needs of mid-market enterprises. Our offerings encompass property & casualty, employee benefits, captive insurance, and surety bonds, along with personal risk management services. As an employee-owned organization, we rank among the largest independent agencies in the Southeast, with Captive Insurance operations extending to Grand Cayman and Vermont. Our commitment to excellence has earned us recognition as a Best Practices Agency for three decades, consistently placing us among the top 30 agencies nationally by Reagan & Associates, and recently being featured on Business Insurance's prestigious Best Places to Work list.

We currently have an opening for a Benefits Procurement Specialist. If you thrive in a vibrant environment that values excellence and fosters entrepreneurial thinking, we invite you to explore this opportunity.

KEY OBJECTIVES OF THE ROLE

The Benefits Procurement Specialist is dedicated to serving our clients by delivering comprehensive product and service information. You will act as the primary contact for clients seeking assistance with product and service inquiries, as well as service requests related to new and renewal insurance accounts.

POSITION QUALIFICATIONS AND REQUIREMENTS

  • A college degree (two to four years) or an equivalent combination of education and professional experience.
  • A minimum of two years of experience in benefits administration is essential.
  • A Life and Health license or the capability to obtain one within 90 days is mandatory.
  • CEBS designation or progress towards it is preferred.
  • Demonstrated ability to uphold a high level of confidentiality and manage sensitive information.
  • Adept at creative problem-solving.
  • Proficient in implementing project management strategies.
  • Exceptional written and verbal communication skills.
  • Outstanding presentation abilities.
  • Superior organizational skills with the capacity to manage multiple tasks and prioritize effectively.
  • Exceptional relationship-building capabilities.
  • Proficient in Excel.
PRIMARY DUTIES AND RESPONSIBILITIES
  • Conduct thorough market analysis prior to the anniversary date of all client coverages for both new and renewal business.
  • Ensure all contracts and policies are accurate and up-to-date.
  • Foster and maintain positive relationships with carriers.
  • Market all lines of group coverage, including medical, dental, and disability.
  • Prepare proposals for new business and renewals.
  • Create accurate spreadsheets and proposals for presentations.
  • Assist in formulating strategies for the marketing and placement of accounts.
  • Collaborate with the accounting department to reconcile any commission discrepancies by making internal adjustments and contacting insurance carriers to identify the source of issues.
  • Document all activities in the Applied System and Zywave's Brokerage Builder agency management system, including phone conversations, letters, RFPs, proposals, memos, and emails.
  • Participate in seminars to stay informed about industry changes and engage in continuing education opportunities.
  • Perform additional duties as assigned.

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