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Employee Benefits Team Lead

Currently seeking and Employee Benefits Quoting & Implementation Team Lead in the Rock Hill, SC area. The Benefits Team Lead is a trusted advisor who serves our clients by providing strategic product and service information. If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we’d like to hear from you!
Responsibilities of the Team Lead include:


    • Four year college degree or equivalent combination of education and work experience.
    • Four years of benefit administration experience is required.
    • Responsible for the marketing process which includes obtaining client census and quotes, preparing and submitting bid specifications and evaluating the results in preparing recommendations for clients.
    • Create client proposals with current and renewal details as well as marketplace options.
    • Communicate final placement details and instructions to insurers and customers.
    • Initiate regular client contact as established by the client service calendar and renewal timeline. Client contact will include all methods: electronic, telephonic and in person as needed.
    • Implement new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Producer.
    • Input Client information into data management system, ensuring accuracy and completeness.
    • Generate materials for Client presentations and meetings.
    • Create and send compliance communications as needed.
    • Support Producers and act as first line of contact during renewal.
    • Sets priorities and manages work flow independently to ensure efficient, timely and accurate processing of transactions and other responsibilities.
    • Communicate due dates, timelines and expectation to clients and carriers.
    • Develop and maintain excellent carrier relationships.
    • Negotiate final rates and conditions with carrier as needed.
    • Attends weekly meetings with Benefits Team, keeping abreast of strategy updates.
    • Promote teamwork by sharing experiences, assisting others when help is needed and maintaining a positive and professional attitude.
    • Ability to work on additional projects that supports the overall development and advancement of the Employee Benefits team.

    Requirements of the Account Executive:


    • Sufficient Employee Benefits Insurance experience
    • Good attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
    • Strong ability to problem solve, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast paced environment.
    • Proficient in Microsoft products such as Excel and Word