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Employee Benefits Account Manager
First Commonwealth Financial Corporation
Indiana, PA, United States
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Performs functions that streamline the role of the advisors and allows for more sales and face to face time with clients and referral sources. Supports sales activities, performs direct sales as needed, and identifies further opportunities. May also provide support for designated personnel who also sell and service FCIA products within the defined market territory. Excellent communication and organizational skills required. Current PA Life, Accident & Health license also required.
Essential Job Responsibilities
1. Responds to the sales needs of the advisors for specific cases and as necessary.
2. Performs functions that streamline the role of the advisors and allows for more sales and face to face time with clients and referral sources.
3. Coordinates with the Marketing Department to create marketing/sales literature for internal clientele.
4. Acquires utilization reports from carriers for specific clients and analyzes strategies to create cost reduction.
5. Creates models and presentations that show evidence of cost improvement strategies through Wellness programs, employee behavioral changes or contribution adjustments.
6. Attends client meetings with producers to present findings and conduct presentations on cost improvement or cost containment strategies based on utilization data.
7. Maintains awareness of Federal and State regulations that affect a client’s EB program.
8. Performs proper follow up and is committed to established service standards of the business line.
9. Sells product to small groups as necessary by acquiring data, creating and presenting proposals and executing sales.
10. Utilizes and documents in client management system per verbal and written processes and procedures.
11. Conducts enrollment meetings with clients and their employees.
12. Meets with and maintains contact with various insurance carrier representatives.
13. Attends periodic training and regional team meetings with affiliate partners.
Bona Fide Occupational Qualifications
1. Bachelor’s degree in Business or related field and/or or equivalent experience is preferred
2. Two (2) to Four (4) years of Employee Benefits related sales experience preferred
3. PA Life, Accident & Health License
4. Valid driver’s license and ability to travel periodically, required.
Qualifications
Skills
Behaviors:
Motivations:
Education
Experience
Licenses & Certifications
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.