Employee Benefits Advocate / Enroller

We are W3, an independent insurance agency founded in 1925. We have a rich history of providing quality service and unwavering commitment to our clients and community. Our agency represents an extensive list of "A rated" insurance companies to provide the best coverage, at the most affordable rates available.  We have insurance products to fit the specific needs of both businesses and individual, offering commercial, homeowners, auto, boat and life insurance.

POSITION SUMMARY:

The successful candidate will coordinate and conduct client enrollment meetings and promote voluntary and worksite products by performing the following duties:

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept direction and constructive criticism from supervisors and managers, in compliance with the Agency's policies and procedures.
• Provide enrollment support by phone, email and onsite to employee benefits clients and their employees on all group insurance products sold by W3.
• Research and educate W3 staff regarding available voluntary and worksite products. Maintain working library.
• Promote, educate and facilitate voluntary and worksite employee participation during clients' annual open enrollments.
• Assist with both new client presentations and renewals.
• Work with account management staff to create enrollment materials, including PowerPoint guides, and videos.
• Coordinate and conduct enrollment meetings and process enrollments.
• Be available to clients' employees to answer questions about their current benefits coverage and insurance.
• Assist with populating the employee benefit enrollment website for clients.
• Maintain electronic and or paper files in an orderly, up-to-date manner
• Become familiar with and follow Agency guidelines, policies and procedures. 

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED EDUCATION AND QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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 functions.

• 2-15 or 2-18 Life & Health License
• Bilingual (English/Spanish) preferred.
• Associates or Bachelors Degree preferred;
• 3 to 5 years employment benefits experience.
• Experience dealing with multiple insurance carriers
• Proficient with Microsoft Word & Excel
• Strong written and oral communication skills
• Organizational & time management skills
• Dependable
• Team Player
• Professional demeanor

COMPETENCIES:

To perform the job successfully, an individual should demonstrate the following competencies and qualifications:

• Analytical
• Superior customer service skills
• Open to diversity
• Ethical
• Supportive of organizational efforts and policies
• Mindful judgment
• Motivation
• Dependable
• Show initiative
• Innovative
• Organizational & time management skills
• Dependable
• Team Player
• Professional demeanor

LANGUAGE SKILLS:

Ability to read, analyze, and interpret general benefits periodicals, or governmental regulations. Ability to write business correspondence, and effectively present information and respond to questions from groups of managers, clients, and the general public.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

OTHER QUALIFICATIONS:  Regular travel required. Must carry a minimum of $50,000/$100,000 Bodily Injury Liability and $50,000 Property Damage Limits on a personal auto policy.

REPORTS TO:  Employment Benefits Department Manager

POSITION TYPE:  Non-Exempt

OTHER:  The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.

GREAT REASONS TO WORK AT WALLACE WELCH & WILLINGHAM:

• Competitive compensation plan
• Great benefits including medical, dental, vision, life & disability
• Paid Time Off
• Paid Holidays
• 401(k) with employer match
• Paid Continuing Education
• A culture that emphasizes respect for every individual
• Proud to be a EOE/DFWP/SFWP