Benefits Procurement Specialist

Job Posted 12/17/2024
James A Scott & Son Inc
Richmond, VA 23233
United States
Job Description
 

With 160 years’ experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services. An employee-owned company, we are one of the largest independent agencies in the Southeast and have Captive Insurance operations in Grand Cayman and Vermont. For 30 years, we have earned the distinction of a Best Practices Agency and have consistently been ranked among the top 30 agencies in the country by Reagan & Associates, and were recently named to Business Insurance's national Best Places to Work list. Scott has nine offices across North Carolina, South
Carolina, Tennessee and Virginia. Our employee owners enjoy a strong,
team-centric culture, excellent benefits and retirement programs.
 As an employee-owned company, our associates are
more than employees; they are owners. This ownership creates a unique company
culture and provides significant opportunities for our employee owners.  We are driven by an entrepreneurial spirit
and guided by out-of-the box thinking to deliver world-class service to our
clients, primarily mid-market companies.

 

We
currently have an opening for a Benefits Procurement Specialist in our Richmond, VA
office.  If you enjoy working in a dynamic environment that rewards
excellence and encourages entrepreneurial thinking, we’d like to hear from you!

 

PRINCIPAL OBJECTIVES OF THE POSITION

 

The Benefits Procurement Specialist serves our clients by providing product and service information.  You will be the first point of contact for our clients when they need assistance resolving product and service concerns and service requests for new and renewal insurance accounts. 

 

POSITION
QUALIFICATIONS AND REQUIREMENTS

 

  • Two to four year college
    degree or equivalent combination of education and work experience.

  • Two years of benefit
    administration experience is required.

  • Life and Health license or
    the ability to obtain within 90 days is required.

  • CEBS designation and/or
    work towards the designation preferred.

  • Proven ability to maintain
    high level of confidentiality and handling of sensitive information.

  • Creative problem solver.

  • Ability to successfully
    implement project management strategy.

  • Extraordinary written and
    verbal communication skills.

  • Outstanding presentation
    skills.

  • Superior organizational
    skills, ability to handle multiple tasks and effectively prioritize.

  • Exceptional relationship
    building skills.

  • Proficient in Excel.

 

PRINCIPAL DUTIES AND RESPONSIBILITIES

 

  • Conduct market analysis before the anniversary date of
    all client’s coverages for both new and renewal business.

  • Ensure all contracts/policies are accurate and
    current.

  • Build and maintain positive carrier relationships.

  • Market all lines of group including medical, dental, and disability. 

  • Prepare new business and renewal proposals.

  • Prepare accurate spreadsheets and proposals for
    presentations.

  • Assist in determining strategies for the marketing and
    placement of accounts.

  • Assist the
    accounting department in reconciling any commission shortages/overages by
    making internal accounting adjustments, contacting insurance carriers, etc. to
    determine the source of the problem.

  • Document all activities in the Applied System as well
    as Zywave’s Brokerage Builder agency management system, including phone
    conversations, letters, RFP’s, proposals, memos, and emails.

  • Attend seminars to stay abreast of industry changes
    and participate in continuing education opportunities.

  • Perform other duties as assigned.