Account Executive, Small Group
The Bailey Groupin an insurance agency specializing in Insurance, Benefits, Financial Strategies, and Wellness Solutions. This well-established firm has served individuals and groups with insurance needs for over fifty-five years. For over five years, our firm has been identified as one of NE Florida's fastest-growing businesses and over the past several years has been selected as one of NE Florida's Best Places to Work. The Bailey Group is seeking a new addition, who looks to build a career based on reliable and consistent relationships and client rapport.
Position OverviewThe Account Executive position is located in eastern St. Johns County, near St. Augustine Beach. The associate will be responsible for small group clients with under fifty employees. The position reports to the Director of Group Benefits and is responsible for clients’ on-going satisfaction with The Bailey Group's benefits consultant and advisement services. The ARC will perform daily compliance and benefits tasks and analytical functions related to the processing andadministration forthe client’s group benefits. The ideal candidate will provide customer service, act as a carrier liaison, create and maintain reporting on all employee benefit costs, and must have the ability to communicate with levels of the client organization and management.
Department: Small Group Benefits
Credentials and Skill Requirements:Bachelors degree in a human service field preferred; FL Health, Life and Annuities License (2-15 license) and 2 years experience in small group preferred; working knowledge of MS WORD, OUTLOOK,POWER POINT, and EXCEL software; ability to work well with individuals and groups; excellent written and verbal communications skills; good organization skills; and ability to work well under pressure.
including but not limited to accessing files and transport of laptop and client materials via bending, reaching, pushing, pulling; walking stairs; use of keyboard and other push button devices requiring fine motor repetitive motion skills; communicating with clients, staff and vendors via phone, computer, and face to face contact.
sitting 70%, ambulating 30%
General Work Environment:
ability to work in asmall-officesetting with periodic travel via personal, employee-owned vehicle.
Reports to:Director of Group Benefits
Responsible for Supervising:N/A
Objectives: to coordinate group benefits products and problem resolution, to facilitate client satisfaction and compliance, and promote client confidence in The Bailey Group.
Expectations:communicate with new clients or existing clients routinely, havesame-dayresponse to initiating resolution of client concerns, and appropriately timed submission of new client and renewal client census, application, and compliance data.
Accountability:timelyreview of all new group prospects, and annual review of renewing group clients.
Professionally and courteously address prospect, client, co-worker andcarrierconcerns to result in an effective resolution.
Demonstrate a willingness and capability to learn new software and equipment as required.
Schedule appointments and interact with the public, one-on-one or in group settings and be a consistent ambassador for The Bailey Group.
Aid the Office with all other requests that will assist in the development or maintenance of progressive business operations, including electronic communication, data storage, maintenance of data lists, etc.
Group Product Specific
Observe and identify additional product needs (other group products or individual products) for current clients and prospects who may have a desire for a change in product or enhancement to their existing coverage, and continually identify all the services offered by The Bailey Group.
Gather and assemble appropriate and accurate information, to initiate new and transferred accounts and plans, in compliance with the law, and conjunction with the carrier.
Complete and/or assist any involved Producer withannualreview of renewal business, and make recommendations regarding the group’s needsbased uponprevious year’s experience.
Schedule meetings to meet with (or for Producer) or independently with client contact as needed.
Meet with client face-to-face, via electronic communication, or via mail regarding applications (depending upon legal requirements) toclientfor signature.
Complete and submit all quotes, spreadsheet options, and applications related to plans, and maintain contact withcarrieruntilpolicyis written.
Deliver product information to clients in an orientation forum or with group contact, as new information is released.
Provide on-going support for claims issues.
Maintain accurate data-base and electronic files containing client information.
Complete all necessary compliance and WRAP documentation in a timely fashion.
Interested candidates must submit an application and resume
Must be 18 years of age or older.
Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
Must have unrestricted work authorization to work in the U.S. For U.S. employment opportunities, The Bailey Group hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H, or L visas), such as students in practical training status. Exceptions to these requirements will be determined based onshortageof qualified candidates with a particular skill. The Bailey Group will require proof of work authorization.
* Must be willing to execute The Bailey Group's Associate Agreement, and Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation,confidentialityand non-disclosure; adherence todrug-freeworkplace and tobacco-free workplace.
The Bailey Group believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, The Bailey Group will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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