Employee Health & Benefits Advisor

Company:

Description:

This position prepares an associate to progress into the Employee Health & Benefits Consultant position. Employee Health & Benefits Advisors work in a variety of situations, at times working as members of a team and other times working alone on an assignment.  Employee Heath & Benefits Advisors are under close supervision of the Practice Group Leader and performance is monitored to assess readiness for advancement as opportunities arise.

Essential Duties & Responsibilities

• Responsible for developing existing client relationships and new business opportunities via meetings, telephone calls and emails as agreed upon by the associate and the Practice Group Leader.
  • Consult with clients regarding their Employee Health & Benefits options (medical, dental, life, disability etc.) to identify how they can make their business more profitable.
  • Advise on existing product solutions and forthcoming product developments.
  • Coordinate servicing of the client within the scope of the services available.
  • Provide accurate, rapid cost calculations, and quotations based on variations in coverages.
  • Meet with the Sales Manager to review goals and prospective clients, and review sales performance against targets as experience is gained.
  • Represent the firm at trade exhibitions and events.
  • Record sales information and provide to appropriate departments within the firm.
• Develop problem-solving skills to understand, anticipate, and meet clients' needs. 
  • Attend departmental and sales meetings as required.
  • Identify needs and competencies to be acquired and make use of training opportunities.
  • Learn client policy requirements, internal systems such as AgencyInsight, ACT and ImageRight, and departmental procedures/policies.
  • Plan ahead and problem solve - anticipate, report, and help resolve problems that occur.
• All other duties as assigned.

Education and/or Experience

• College degree required.
• Obtain and maintain a valid unrestricted Life and Health License in CA and meet the continuing education requirements.
• Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.
• A confident and determined approach with the capacity to flourish in a competitive environment.
• Resilience and the ability to cope with rejection.
• A high degree of self-motivation and drive.
• The ability to work both independently and as part of a team.
• Proficiency with personal computers and Microsoft Office applications and the ability to operate standard office equipment is required.
• Demonstrated ability to develop, plan, and implement short- and long-range goals.
• Skill in organizing resources and establishing priorities.
• Must have a strong attention to detail.
• Must maintain client confidentiality.
• A valid Drivers License reliable transportation is required.

Work Environment & Physical Demands

• 15% - 30% travel may be required. 
• Extended work hours (10 – 12 hrs/day) required due to attendance at and participation in networking and industry functions that begin before the workday, and extend into the evening.
• Office environment, except during periods of travel.