Acrisure

About Us: Hickok & Boardman HR Intelligence is an industry leader in Vermont and upstate New York. We have been named one of Vermont’s Best Places to Work for five consecutive years.. Responsible for onboarding oversight of new client(s) in coordination with Client Manager Coordinator, including creating CRM Account and Policy Profile, obtaining current policy, contract, and rate information from carriers and vendors.. Respond to requests for information for client and carrier issues, such as billing, claims submission, claim processing, interpretation of contracts, etc.. Coordinate and manage plan renewal, plan or carrier changes, and lead new carrier implementation.. Responsible for compiling client Stewardship Report and Executive Summary.

account executive

<p>Job Title: Account Executive - Employee Benefits
Department/Agency: Hickok & Boardman HR Intelligence
Location: Burlington, VT 05401
About Us: Hickok & Boardman HR Intelligence is an industry leader in Vermont and upstate New York. We have been named one of Vermont’s Best Places to Work for five consecutive years. We’re dedicated to providing the best service to our clients, our carriers, our employees, and our communities. Our employees describe us as “supportive of employees both personally and professionally.”
Job Summary: This is a full-time position, and hours of work and days are Monday through Friday, 8:00 a.m. to 4:30 p.m. A flexible working arrangement may be possible if the arrangement meets the needs of the employer and employee.
Responsibilities: Maintain and grow a book of business that is profitable for the agency and carriers.
Manage and partner on overall service and benefit administration of established client accounts in a proactive and positive manner.
Responsible for onboarding oversight of new client(s) in coordination with Client Manager Coordinator, including creating CRM Account and Policy Profile, obtaining current policy, contract, and rate information from carriers and vendors.
Respond to requests for information for client and carrier issues, such as billing, claims submission, claim processing, interpretation of contracts, etc.
Coordinate and manage communications between clients, carriers, vendors, and HBHRIQ team members regarding established accounts.
Achieve sales objectives as identified in the annual sales plan.
Identify and develop new business prospects and appropriate markets.
Respond to referrals quickly and effectively.
Initiate, coordinate, and assist with requested analysis for Requests for Proposals (RFPs) for carriers and vendors.
Assist with compiling data or other account information for review and presentation to clients.
Coordinate and manage plan renewal, plan or carrier changes, and lead new carrier implementation.
Maintain account/client/renewal/plan and policy information within the Agency Management System.
Aid with data gathering, coordination, and management of the annual Form 5500 Filing Process.
Assist with developing and presenting carrier or vendor information to clients, including open enrollment presentations.
Maintain current and relevant knowledge of HBHRIQ benefit services and solutions.
Develop baseline financial knowledge in underwriting, analysis, projections, etc.
Maintain comprehensive benefit-related compliance and regulatory knowledge to assist and advise clients.
Prepare and deliver employee group presentations.
Contribute to content for Compliance Newsletter.
Attend planned HBHRIQ Team and Practice Area meetings.
Develop and maintain positive relationships with carriers and vendors.
Keep informed regarding industry information and marketplace changes.
Perform special projects on behalf of the firm or clients.
Support the coordination of Agency or client activities as necessary.
Responsible for compiling client Stewardship Report and Executive Summary.
Maintain strict confidentiality of all client and corporate data at all times.
Embrace and actively practice HBHRIQ’s Vision, Mission, and Values.
Contribute to HBHRIQ Team effectiveness by bringing a positive approach to collaboration.
Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.
Requirements: Must hold or be willing to secure Group Life, Health, and Accident Insurance Licenses from the State of Vermont within 6 months of hire.
Ongoing and adequate knowledge of the employee benefits regulatory and compliance environment.
Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
Strong interpersonal skills, as well as written and oral communication skills are required.
Ability to handle multiple tasks and projects concurrently with little supervision.
Demonstrated ability to be organized, detail-oriented, and accurate is essential.
Education/Experience: High School Diploma or recognized equivalent, required.
Minimum of two years’ work experience in a customer service setting.
Minimum of one to two years’ work experience in the employee benefits, insurance, or human resources industry.
Benefits: Commissions
Medical
Dental
Prescription
Life / Disability
Flexible Spending Account
401k
PTO
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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