Employee Benefits Client Account Executive – McGriff in Raleigh, North Carolina


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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Job description summary:

Facilitate the sales and administrative processes for Employee Benefits (EB) clients on assigned accounts, working closely with producer and EB agency staff. Must be knowledgeable in areas of EB coverages, carrier guidelines, underwriting and legislative changes.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Assist producer with achieving new business and retention goals. Seek new lines of coverage for current and new clients and act on cross-sell opportunities.

  2. Assure review of existing plans/coverages is completed for new clients.

  3. Manage the renewal marketing process, coordinating with producer to develop proposals and recommendations. Negotiate renewal with carrier as needed in conjunction with producer. Deliver recommendations to clients as needed, or accompany producer in making presentations.

  4. Control and coordinate the implementation process of new business and renewals, including group meetings, enrollment, and delivery of administrative materials.

  5. Build and maintain relationships with key client contacts.

  6. Assist with obtaining reports and meet with clients regarding fully insured and self-funded claim reports, monthly or quarterly, as necessary.

  7. Maintain relationships with carrier representatives, staying abreast of new products, carrier procedural changes and market trends. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients, as opportunities occur.

  8. Ensure clients are up-to-date on compliance requirements (e.g. ERISA, HIPAA, COBRA, FMLA, SPDs, Form 5500s) through meetings, webinars, legislative updates and other resources.

  9. Ensure escalated client service issues are addressed timely with carriers and remain active until verifiably complete and confirmed.

  10. Make proactive, regularly scheduled courtesy service calls to assigned accounts.

  11. Present and assist clients to implement wellness solutions, as necessary.

  12. Provide administrative support on other tasks such as assigned special projects, development of new ideas/services and other projects, as requested.

  13. Become proficient in the EB system, specifically log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in EB system. Also, understand how EB staff uses the EB system to know where to look for information to assist clients.

Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Bachelor’s degree or equivalent experience and related training

  2. Minimum of 5 years of relevant experience in employee benefits is required.

  3. Strong knowledge of EB practices and ability to manage multiple concurrent projects with shifting priorities.

  4. State-issued agent’s license Life and Health is required.

  5. Provide leadership to the team

  6. Ability to communicate complex rules to clients and employees to achieve understanding and facilitate decision making.

  7. Proficient in both fully-funded and alternative-funded (self-funded) programs

  8. Possess sales and relationship skills

  9. Comprehensive knowledge of compliance requirements (e.g. ERISA, HIPPA, COBRA, FMLA, SPDs, Form 5500s)

  10. Comprehensive knowledge of Employee Benefit Plan Documents

  11. Superb written and verbal interpersonal skills

  12. Good analytical skills

  13. Strong communication and organizational skills

  14. Ability and experience working with large employer groups with multistate locations.

  15. Demonstrated proficiency in basic computer applications such as Microsoft Office products

Desired Skills:

  1. Knowledge of McGriff’s management systems, BenefitPoint and Zywave

General Description of Available Benefits for Eligible Employees of TIH:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment and tax-preferred savings accounts, along with other voluntary benefits. All regularly scheduled teammates (not temporary or contingent workers), regardless of the number of scheduled hours, can contribute to a 401(k) savings plan and you become eligible for Company matching contributions after one year of service and attainment of age 21. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH’s generous benefit plans, please visit our Benefits site (https://benefits.tihinsurance.com/)

. Eligible employees may have the opportunity to participate in a deferred compensation plan and/or have an ownership interest in TIH in the form of profits interest or capital interest. As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

This position is part of TIH.

Truist Financial Corporation has completed the sale of Truist Insurance Holdings (TIH). As a result, TIH is a separate company from Truist Bank as of May 6, 2024. Refer to the news release (https://media.truist.com/2024-05-07-Truist-completes-sale-of-Truist-Insurance-Holdings-and-executes-strategic-balance-sheet-repositioning)

for details.

TIH Insurance Holdings, LP (TIH) supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. TIH is a Drug Free Workplace.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)

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