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Employee Benefits Account Executive

2 months ago

Santa Barbara, California, United States Valmark Financial Group Full time
Job Overview

Are you a reliable and detail-oriented individual who thrives in a collaborative environment? Do you possess exceptional organizational skills and the ability to juggle multiple tasks effectively? Valmark Financial Group is seeking a talented individual to join our team as an Employee Benefits Account Executive.

ABOUT US

Established with a commitment to excellence, Valmark Financial Group has been a trusted partner in navigating the complexities of investment, insurance, and employee benefits. We are experiencing growth and are eager to welcome new team members who share our dedication to exceeding client expectations. Our dynamic team fosters a culture of support and success, providing significant career opportunities and rewards, including a competitive salary, performance-based bonuses, comprehensive benefits, and generous paid time off.

POSITION SUMMARY

Your primary responsibility will be to manage group employee benefits, individual health insurance, and Medicare supplement plans. This role involves client education, administrative tasks, and delivering exceptional service. You will need to effectively prioritize your workload, balancing urgent requests with ongoing projects. Collaboration with the Employee Benefits Advisor is essential to ensure clear communication and successful execution of tasks.

KEY RESPONSIBILITIES

  • Respond promptly to client service requests, utilizing established processes and templates for efficiency.
  • Maintain a high level of accuracy in data entry and adherence to organizational protocols.
  • Develop expertise in the following areas:
    • Individual Family Plans
    • Small Group Employee Benefits Packages
    • Senior Medicare Supplements and Advantage Plans
    • Health Savings Accounts (HSA), Health Reimbursement Arrangements (HRA), and Flexible Spending Accounts (FSA)
    • Retirement Plans

CORE COMPETENCIES

  • Self-motivated with the ability to work independently and collaboratively.
  • Strong attention to detail and commitment to accuracy.
  • Excellent interpersonal skills for building lasting client relationships.
  • Outstanding written and verbal communication abilities.
  • Proactive approach with a positive attitude.
  • Effective problem-solving skills.
  • Strong organizational and time management skills, capable of prioritizing tasks effectively.

QUALIFICATIONS

  • High School Diploma required.
  • Insurance License or the ability to obtain one.
  • Minimum of 5 years of experience in Health Insurance or Human Resources.
  • Proficient in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).

WORK ENVIRONMENT

This role is primarily sedentary and involves frequent computer use. Flexibility in work hours is available, but a commitment to a full-time schedule is necessary.

BENEFITS

We offer a competitive benefits package that includes health insurance, dental and vision coverage, paid holidays, vacation days, a paid cell phone plan, and a 401(k) with profit sharing.

Discover more about our company and values as you consider joining our team.