Employee Benefits Client Advocate - Raleigh, NC

Position Title: Employee Benefits Client Advocate

Business Unit: INSA

Reports to: Director of Employee Benefits

Position Overview:

This position is primarily responsible for sales support, service and retention of employee benefits accounts and also for assisting Sales Executives and Account Managers in the quoting, service and retention of employee benefit accounts. The incumbent strives to utilize available technology to efficiently perform duties. The incumbent conducts business in a professional and ethical manner, strives for accuracy, confidentiality and to exceed customer expectations and continues to enhance insurance knowledge to better serve the client.

Primary Responsibilities:

Markets new business, determines premiums, prepares and presents proposals to clients and maintains underwriting and marketing information by carrier.

Checks new and renewal policies for accuracy in rating, typing, coverage, signatures and billing screens and ensures that these items are delivered or mailed to the client.

Receives phone calls from clients and companies regarding insurance, claims, administrative problems and changes to customer insurance program and complies with the request or refers to the Sales Executive only when necessary.

Enters in the EPIC system to ensure all transactions and required information are available for other teammates to access when necessary.

Provides back up to teammates during absences or seasonal spikes.

Maintains familiarity with and follows agency Errors and Omissions guidelines.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

5

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent project management skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Excellent customer service skills

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

BA or BS preferred.

Experience in employee benefits insurance agency or brokerage operation.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

Life, Accident and Health License required.

Professional insurance designation preferred.

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A