General Description

The Enrollment Specialist/Sales is responsible for selling and/or writing worksite, group and core insurance products and providing renewal, retention and service tasks to clients. Other duties may include HRIS platform proficiency, adhering to compliance regulations and monthly reporting. Travel throughout the state and overnights are required. 

Integrum Advisors is a workplace benefits provider committed to providing the best service, support, insight and innovative solutions to our clients. We have roots dating back to 1943, and this strong foundation allows Integrum Advisors to deliver cutting-edge services while maintaining excellent customer service and support. We like to call our approach to benefits: “Innovation Rooted in Tradition.”

ESSENTIAL DUTIES, FUNCTIONS, AND RESPONSIBILITIES

Servicing of Existing Accounts, to include renewal benefits and new product education. 

• Continually strives to build and maintain professional working relationships with accounts by exercising superior customer service and adhering to Integrum Advisor’s needs-based selling techniques.   

• Provides high quality, timely and dependable service to new and existing group customers on monthly, bi-annual, quarterly or annual basis as established under the client contract. 

• Communicates and submits arranged schedule with the Senior Vice President and Senior Enrollment Manager via Outlook Calendar a minimum of three (3) weeks prior to set appointments. Provides confirmation notification of meeting/visit to point of contact with established account in a timely manner.

• Conducts all mandatory visits, calls and meetings with account(s) and provides educational information pertaining to current benefit plans and/or new product offerings based upon account’s needs.  

• Sells and writes disability, life and all other supplemental (group/voluntary) products utilizing electronic enrollment platform or other enrollment documents as appropriate.

• Ensures all informational materials (i.e. printer, papers, forms, and brochures) are available for use and distribution to account employees and presents in an organized and professional manner.  

• Provides claims processing assistance to assigned accounts as needed and submits all appropriate paperwork to carrier.  Ensures proper filing of claims documentation for regulatory compliance.

• Processes and assists benefit consultants and account managers with renewal marketing as requested. Ensures all educational opportunities are utilized for maximum participation with account employees.

Employee Enrollments and Sales  

• Prospects for new lines of coverage to maximize market penetration and increase participation within existing accounts.

• Uses cross-selling and needs-based selling techniques designed by Integrum Advisors to increase participation in insurance offerings.

• Provides worksite insurance products for developing customized employee benefit packages through planning annual benefit enrollments and group presentations.

• Alongside the account manager and enrollment manager, assists in preparing census and new business application information prior to enrollment meetings. Ensures all materials are organized and available for use during meeting.

• Establishes new account files with customer information and appropriate paperwork and files in accordance with policy and procedure.

Regulatory Understanding, Compliance and Reporting

• Remains in compliance with HIPPA regulations and exercises the utmost degree of confidentiality throughout the duration of account meetings and enrollment periods.  

• Maintains knowledge and understanding of compensation practices for Automotive Dealerships and other industries in order to best service established accounts. 

• Ensures all employee health, compensation and other account information remains private and confidential.

• Prepares weekly and monthly activity report and submits to Senior Vice President and/or Senior Enrollment Manager.

• Prepares weekly updates on service issues, claim issues and billing issues and submits to Senior Enrollment Manager and Account Team (Benefit Consultants and Account Managers).

• Maintains active health and life insurance resident license for the Commonwealth of Virginia and non-resident licenses for all other applicable states.

QUALIFICATIONS

High school diploma required, Bachelors Degree in Business or related field preferred.  Possession of current Virginia state insurance license health/life annuities is preferred; Employee who does not possess licensure will be required to obtain Insurance Licensure (Health, Life and Annuities) within 30 days of initial employment.   Must be at least 18 years of age and possess a valid driver’s license and satisfactory driving record. 

Demonstrates comprehensive written and verbal communication skills, high energy and enthusiasm, strong interpersonal, motivation, and leadership skills and willingness to self direct and work independently, exceptional planning, problem solving and organization skills to provide extraordinary customer service to customers and proficiency in Microsoft Office, Microsoft EXCEL and other electronic software programs necessary for the position.  Must also have proven and successful sales record and the ability to implement verified sales practices and successful market strategies while maintaining a high level of ethics, values, integrity and trust. 

Position is Full-Time Exempt

Please inquire for additional details concerning pay.