HAWK Advisers, Inc. ยท 4 months ago
Employee Benefits Account Executive
Roanoke, VA
Full-time
Onsite
Entry Level
2+ years expHAWK Advisers, Inc. is seeking a Benefits Account Executive to assist clients through the annual benefits renewal process and provide year-round support. The role involves collaborating with internal teams, preparing communications, conducting research, and facilitating open enrollment meetings.
Auto InsuranceCommercial InsuranceInsuranceLife InsuranceRisk Management
Responsibilities
Prepare and edit correspondence, communications, presentations, spreadsheets and other documents
File and retrieve documents and reference materials
Conduct research, assemble and analyze data and complete project-based work
Assist in the completion of applications and spreadsheets
Establish and maintain effective working relationships with co-workers, clients and vendors
Review and explain insurance policies, benefit options and premium strategies
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken throughout the year
Local travel for client meetings and on an as needed basis
Attend client meetings with or without broker
Conduct open enrollment meetings
Arrange and coordinate meetings and events
Monitor, respond to and distribute incoming communications
Answer and manage incoming calls
Runs reports, develops quotes, and processes setup activities as requested
Participates in agency committees to contribute to the business efforts and success of the agency
Provides information and guidance to others in the agency as requested
Completes continuing education and certification courses as required in order to maintain industry certifications
Maintains a professional appearance, positive attitude, and tidy work area
Perform all other duties as assigned by agency management
Qualification
Required
Active Virginia Life and Health Insurance License required or ability to obtain license within 180 days of hire
High School Diploma/GED
Must have good command of the English language, and the ability to communicate both orally and written
Must be proficient with MS Office products
Ability to operate a variety of office machines, including copier, fax machine, 10-key calculator and computer using standard word processing, spreadsheet and data inquiry software
Maintain records and files with precision and accuracy
Rely on experience, resourcefulness and exercise independent judgment to plan and accomplish goals
A high degree of creativity is required including but not limited to PowerPoint creation
Must be able to sit for long periods during the workday, with frequent standing, walking, and occasional twisting, stooping, pushing, pulling, grasping, and reaching necessary to carry out job duties
Vision abilities required by this job include close vision
Dexterity requirements range from simple to coordinated movements of fingers/hands, feet/legs, torso as necessary to carry out job duties
Must demonstrate emotional stability
Works indoors in adequate office space with adequate lighting, ventilation, and temperature
Works with average indoor office exposure to dust/dirt and noise/vibration
Travels as needed to perform essential functions
Preferred
Completed or currently enrolled in a nationally accredited insurance designation program
2 years of similar experience preferred
Valid driver's license with acceptable driver history and reliable transportation to get to work
Company
HAWK Advisers, Inc.
HAWK Advisers was created from the union between Commercial Insurance Services, Inc., and Carlton Wright Insurance Agency, Inc.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
James Simpson, CIC CPIA
Director of P&C Operations at HAWK Advisers
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