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 correspondence from clients and companies regarding insurance, claims, administrative problems and changes to customer insurance program and complies with the request and communicates with the Sales and Account Management teams regarding resolutions.

Performs other related duties and projects assigned by Account Manager and/or Account Executive or Supervisor.

Promptly enters account information, transactions and activities into the agency management system.

Maintains documentation in accordance with HIPAA and company procedures.

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:

1

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

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

Equal Employment Opportunity (EEO):

It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.