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Truist Account Manager - Employee Benefits Insurance in Staunton, Virginia

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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:

Support Employee Benefit (EB) producer and Account Executive, if applicable, by servicing your assigned accounts on a daily basis. Understand insurance contracts, be knowledgeable in Employee Benefit coverages, carrier guidelines, underwriting, and legislative changes. Maintain relationships with clients and carrier representatives and to assist in suggesting new lines of coverage for clients.

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. Build and maintain key client and carrier relationships, by phone, e-mail and in person.

  2. Assist assigned clients and EB staff with service questions related to administration, billing, claims issues and problem solving, upon request.

  3. Continually seek cross-sell opportunities and suggest new lines of coverage.

  4. Work with EB producer, and/or Account Executive, to monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.

  5. Prepare marketing information or provide required information to a marketing person. Once marketing options have been prepared, the producer/Account Executive/Account Manager presents the options to the client.

  6. Schedule and conduct enrollment meetings and complete the carrier implementation process.

  7. Enroll clients in EB communication tools. Demonstrate use of the tool with client. Introduce resources to new clients and existing clients at renewal. At least monthly, remind clients of new or updated resources.

  8. Assist clients with compliance (e.g., HIPAA, COBRA, FMLA, ERISA and legislative), as requested.

  9. Conduct quarterly account management visits with assigned clients.

  10. Assist with reviewing claim reports and deliver presentations to clients on monthly or quarterly basis, as required.

  11. Deliver, review and submit COBRA administration forms, as necessary.

  12. Coordinate and facilitate preparation and delivery of benefit booklets and/or benefit statements and any other fulfillment items with assistance of EB agency staff.

  13. Assist assigned clients by helping plan and execute health fair, seminars, webinars and “lunch ‘n learns”, as requested.

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

  15. Become proficient in the EB Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow up, service issues, establish follow-up date and daily manage follow up in EB Agency Management System. Also, understand how to use the system to acquire information to assist clients.

  16. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.

  17. Mentor Account Manager I and Client Service Specialists.

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 education and related training

  2. 3 to 5 years of solid knowledge of Employee Benefits or equivalent experience

  3. State-issued license - To perform the role and responsibilities you must reside in VA and will need to have or obtain upon hiring an VA Life and Health license

  4. Ability and experience working with small and middle market size employers

  5. Good written and verbal communication skills

  6. Good problem-solving skills

  7. Good organizational skills

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

  9. Ability to travel, occasionally overnight

Desired Skills:

  1. Experience with McGriff's software, BenefitPoint, Zywave and Resource Net

  2. Training on the requirements of health care reform














General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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 Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. 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 Truist’s generous benefit plans, please visit our Benefits site (

. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also 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.

McGriff Insurance Services 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. McGriff Insurance Services is a Drug Free Workplace.

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