Benefits Procurement Specialist

James A Scott & Son - Greensboro, NC

Full-time - Entry Level

Greensboro, NC

Insurance Carriers and Related Activities

About the position

The Benefits Procurement Specialist at Scott Insurance plays a crucial role in serving clients by providing product and service information. This position acts as the first point of contact for clients needing assistance with product and service concerns, as well as service requests for new and renewal insurance accounts. The role is designed for individuals who thrive in a dynamic environment that rewards excellence and encourages entrepreneurial thinking.

Responsibilities

• Conduct market analysis before the anniversary date of all client's coverages for both new and renewal business.
• Ensure all contracts/policies are accurate and current.
• Build and maintain positive carrier relationships.
• Market all lines of group including medical, dental, and disability.
• Prepare new business and renewal proposals.
• Prepare accurate spreadsheets and proposals for presentations.
• Assist in determining strategies for the marketing and placement of accounts.
• Assist the accounting department in reconciling any commission shortages/overages by making internal accounting adjustments, contacting insurance carriers, etc. to determine the source of the problem.
• Document all activities in the Applied System as well as Zywave's Brokerage Builder agency management system, including phone conversations, letters, RFP's, proposals, memos, and emails.
• Attend seminars to stay abreast of industry changes and participate in continuing education opportunities.
• Perform other duties as assigned.

Requirements

• Two to four year college degree or equivalent combination of education and work experience.
• Two years of benefit administration experience is required.
• Life and Health license or the ability to obtain within 90 days is required.
• CEBS designation and/or work towards the designation preferred.
• Proven ability to maintain high level of confidentiality and handling of sensitive information.
• Creative problem solver.
• Ability to successfully implement project management strategy.
• Extraordinary written and verbal communication skills.
• Outstanding presentation skills.
• Superior organizational skills, ability to handle multiple tasks and effectively prioritize.
• Exceptional relationship building skills.
• Proficient in Excel.

Nice-to-haves

• CEBS designation and/or work towards the designation preferred.

Benefits

• Strong team-centric culture
• Excellent benefits and retirement programs
• Employee ownership opportunities