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Truist Insurance Employee Benefits Account Executive II in Memphis, Tennessee

Req ID: R0046867

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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:

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. 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, submission, and deliver 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. Prepare, with assistance of producer and EB agency staff, Stewardship Report for appropriate clients, annually.

  9. 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.

  10. Liaise between client and carrier and between client and Employee Benefits agency staff on escalated service issues and problem solving, assuring clients their concerns remain active until verifiably complete and confirmed.

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

  12. Facilitate, in cooperation with Account Manager, “lunch ‘n learns” and health fairs, as requested.

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

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

  15. 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. Eight years of relevant experience

  3. State-issued agent’s license

  4. Provide leadership to the team

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

  6. Ability and experience working with large retail accounts

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

  8. Comprehensive knowledge and training on the requirements of health care reform

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

  10. Possess sales and relationship skills and must be able to sell the renewal to the client

  11. Competent with the various calculators and tools designed for health care reform compliance decision assistance

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

  13. Comprehensive knowledge of Employee Benefit Plan Documents

  14. Superb written and verbal interpersonal skills

  15. Good analytical skills

  16. Strong communication and organizational skills

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

  18. Ability to travel, occasionally overnight

Desired Skills:

  1. Knowledge of BB&T Insurance Services’ management systems, BenefitPoint and Zwave

  2. Hold insurance designation (e.g. RHU, REBC or some equivalent)

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

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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