Client Advisor - Employee Benefits Job at Wells Insurance

Wells Insurance Wilmington, NC 28401

OUR COMPANY
Wells Insurance is one of the largest and most established insurance agencies in North Carolina. Currently representing A+ rated regional and national carriers and providing coverage to individuals and corporations in 48 states, we remain a community-minded, family-owned company. Our company is focused on creating a supportive atmosphere, balancing work and life needs, having fun, and giving back to our community.

Our location in Wilmington, NC gets the best of the coastal Carolinas – with beautiful beaches and historic rivers all in one. Music and art festivals, surfing, boating, the riverwalk, UNC Wilmington and Cape Fear Community College, craft and farmers markets, and a thriving outdoor community life make living and working here a huge draw.

POSITION DETAILS
Expect your typical day as a Client Advisor in our Employee Benefits department to be focused on the following initiatives:

  • Account management: manage ongoing service needs of assigned employer book of business, maintain proactive and heroic service to meet the needs of the client
  • Plan management: co-develop and manage client strategic plans and initiatives. i.e. health and welfare planning, health management, data analytics, and voluntary programs
  • Communications: develop accurate and concise materials for client resources
  • Continuing education: Expand and maintain working knowledge of employer healthcare plans and regulatory compliance by attending meetings, education sessions, research, and formal continuing education programs.

We are interested in speaking with optimistic and self-motivated individuals, preferably with account management experience and searching for a dynamic career path in a professional setting.

  • Life, Accident, and Health License required
  • 2+ years of employee benefits administration experience, preferably in the mid-market space.
  • Intermediate knowledge of employee benefits plans. i.e. medical, dental, vision, life, disability, and worksite/voluntary lines of coverage.
  • Clear understanding of life, accident and health insurance policies and policy management.
  • Customer service experience, with client facing interaction preferred.
  • Proficient skills in Microsoft Office products such as Word, PowerPoint, and Excel. Exposure to Epic or Applied Solutions preferred.

WE OFFER

  • Access to the knowledge, insight, and relationships that we have developed over our 100+ years of business excellence.
  • Pay based on your experience.
  • Paid ongoing training and continuing education credit hours and additional licensing.
  • Medical Insurance
  • Dental, vision, short and long-term disability, life, and critical illness insurance.
  • Company sponsored 401(k) plan with matching company contribution.
  • Paid Time Off
  • Paid Volunteer Leave
  • Paid Holidays
  • Hybrid and/or Remote work options
  • PLUS: Fun perks like themed celebrations, community give-back events, and the infamous Wells Corporate Cup competition!

Check out this video to see what it's like to work with Wells!

https://youtu.be/XVyTP8imRkQ

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Weekly day range:

  • Monday to Friday

Work Location: Hybrid remote in Wilmington, NC 28401




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