About Us
Founded in 1975, SIA Group has grown into one of the largest privately owned full-service insurance agencies in the United States, with multiple locations throughout North Carolina and Virginia. We are an award-winning firm and have been listed as a Top 100 Privately Held Property Casualty Agency by the Insurance Journal.
We pride ourselves on a supportive work culture, career development, work/life balance, and reward our employees for their hard work. With many different career paths based on your professional expertise, we invest in our employees to make a difference and improve the lives of those we serve.
Job Description:
Supports Risk Advisors and leads the service team by example through servicing employee benefits accounts in designated book of business. Provides support to clientele by maintaining, expanding, and servicing employee benefits accounts. Receives notification of claims, reviews policy, account instructions, and processes claims within agency and insurance carrier polices. In collaboration with Risk Advisors, handle processing of new and renewal accounts, including proposals, to meet both agency and team sales objectives/goals.
Responsibilities:
- Service designated book of business including pre-renewal analysis, renewal administration, client needs analysis/forecasting, and sales while meeting retention and production goals.
- Advise and direct clients on administration of benefit plans, federal/state laws, compliance related to COBRA, HIPAA, FMLA, FLSA, ERISA, and related areas for designated book of business.
- Ensure customer satisfaction by proving timely day-to-day customer service to both carriers and clientele including client questions, reports, claims, and related service needs.
- Analyze and review client policies, benefit summaries, SPD’s, forms, and rates for accuracy and to fulfil client needs.
- Prepare proposals of insurance and facilitate employee applications to support quoting efforts.
- Handle renewals and open enrollments on assigned accounts with little to no assistance.
- Lead the service team on processes and procedures as well as technical knowledge on employee benefits topics.
- Monitor and navigate complex claims and work with carrier representatives for timely administration.
- Analyze and audit monthly, quarterly, and year to date data for the department’s book of business, to include workflow processes and closures, data entries in Epic, and implementation of benefits administration technology platforms.
- Develop strategies for continuous improvement to proactive services and needs of clients within the department, to include client outreach for feedback and satisfaction measure.
- Prepare annual stewardship report for each client within book of business.
- Comply with SIA Group’s standard operating procedure including agency E&O policies.
- Represents SIA Group in a professional manner at community events such as association meetings, charity functions, and other relationship building events.
Marginal Functions:
- Acts as a backup to team personnel when necessary.
- Assists in establishing servicing procedures when necessary.
- Performs other duties and special projects as assigned.
Supervisory Functions:
- Leads the team of Account Manager(s)/Client Service Representative(s) assigned and mentors for growth and development.
Qualifications:
- North Carolina Life & Health License.
- Three to five years of previous insurance experience REBC designation OR eight to ten years of insurance experience and Business Acumen, Technical Knowledge, Service Skills and Technology Knowledge demonstrated to handle accounts with 50 lives without assistance.
- Prior human resources or benefits administration experience, preferred.
- Bachelor’s degree in a related field, preferred.
- Prior sales experience, preferred.
Abilities:
- Above average technological ability (at minimum above average knowledge of Microsoft Office products).
- Ability to learn and use Epic (or other agency management software).
- Demonstrated knowledge of HIPAA, underwriting guidelines, and related compliance.
- Demonstrated knowledge of employee benefit coverages and program designs to fulfil needs of clients and prospects.
- Demonstrated knowledge of employee benefits administration including health plans, FSAs, HSAs, and 403Bs.
- Polished interpersonal and communication skills including written and oral to include giving presentations to clients on renewals with minimal supervision.
- Demonstrated ability to provide stellar internal and external customer service in-person, telephone, and other communication means.
- Demonstrated ability to work effectively on a team.
- Strong problem resolution skills and ability to take action.
- Maintain current knowledge of industry changes and trends.
Other Requirements (Travel, Physical Demands, Etc.):
- Sedentary position >75% of the time.
- Work may require occasional overnight travel <25%.
- Monday through Friday 8am-5pm work hours (unless otherwise directed by department executive).
Benefits/Perks:
- Work/Life Balance
- Remote Flexibility
- 401k
- Health/Dental/Vision Insurance
- PTO
- Parental Leave
- Flexible Schedule
- Wellness Resources
- Comprehensive benefits package including health insurance, retirement plans, and more.
- Ongoing training and professional development opportunities.
- Supportive work culture with opportunities for career advancement