View all jobs



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.

Job Description 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


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




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.  Strong knowledge of SELF FUNDED and analytics


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




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



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)

KP Recruiting Group was started to create a world-wide network of multi-level, highly skilled talent; that are either experts or working to become one, in their respective fields. Our process involves focusing on the talent, skills, and experience of an individual as a key indicator of the present and future value that they will bring to any organization.

In establishing a network, we are able to forge genuine relationships with talent and gain valuable insight that allows us to understand what motivates them. This data allows us to give strategic advice to our partners as they go through the process of managing their human capital.

See our jobs and apply here: https://kprecruitinggroup.catsone.com/careers/7781-General

Powered by