Colorado Health & Life Insurance License Required

The Employee Benefits Account Executive/Account Manager works in conjunction with producers/agents and clients on all aspects of group health and ancillary benefit account placement and management. This is a senior level position with the opportunity to start a long and rewarding career with a growing independent insurance agency. After an initial introductory period in our Westminster, Colorado, we offer a hybrid remote work model.

Primary Duties:

• Promote and uphold the Company Core Values
• Provide Support to Account Managers and Agents/Producers
• Provide support to prospective and current clients
• Work with carriers to gather appropriate documentation for distribution and retention
• Assist with open enrollment and renewing policies
• Following agency guidelines for updating Agency Management System (Epic), Benefits Administration Software (EASE), and Benefits Designer Program(Applied Benefits Designer)

Tasks associated with Primary Duties:

1- Promote and uphold the Company Core Values

• Become familiar with agency Core Values, Core Focus, Target Market, Our Three Uniques, Proven Process, and Guarantee
• Incorporate company culture with all clients and co-workers
• Upon request, assist with developing process and procedures for agency operations
• Upon request, assist with training new hires or existing team members

2- Provide Support to Agents/Producers

• Run quotes for all lines requested by agent or client
• Create Employee Enrollment Presentations
• Order Employee Enrollment Kits
• Other items as assigned by Producers

3- Provide support to prospective and current clients

• Collect employer and employee applications from client
• Scrub employer and employee application
• Gather missing information
• Handle miscellaneous requests from clients, provide information as needed

4- Work with carriers to gather appropriate documentation for distribution and retention

• Submit documents to various Carriers
• Process adds and terms with carriers or oversee delegation to Benefits Specialist

5- Following agency guidelines for updating Agency Management System (Epic) and Benefits Administration Software (EASE)

• Create and maintain client in Agency Management System and Online Enrollment System
• Ensure activities are created and completed in AMS
• Ensure all documents are attached in AMS

Performance Expectations:

• Efficient and accurate documentation in EPIC
• Follow established agency process and procedures
• Follow customer service standards as per agency guidelines
• Keep up to date on activities and tasks in Epic – no more than 5 past due activities at any given time
• Fulfill state(s) continuing education requirement and keep insurance license current
• Ensure that a backup team member is trained and in place to handle daily tasks when you are not available

Additional skills, qualifications, education and/or experience required for success at our agency:

• Colorado Life and Health Insurance License (Required)
• 5+ years of employee benefits insurance experience
• Fast learner with acute attention to detail
• Excellent written and oral communication skills
• Strong computer software skills (Microsoft Office Suite and Adobe)
• Strong organizational skills and ability to multi-task
• Anticipates well and effectively manages time
• Familiarity with paperless office concept
• A positive and professional attitude
• Collaborates with others in teams. Promotes cooperation and shared successes throughout the company
• Shares ideas for improvement
• Clear and accurate communicator with verbal and written communication
• Displays an eagerness to learn and grow professionally
• High School Diploma/GED (required)
• Experience with EASE, Applied Epic and Applied Benefits Designer a plus
• Bilingual in Spanish a plus

Please note, background checks are conducted on all new hires to include education and licenses, as well as criminal, financial and work history.

If you begin a career at Conexus Insurance Partners, you will enjoy competitive compensation and the following benefits:

• Insurance: Conexus offers medical, dental, vision, STD, and LTD after a waiting period. The company contributes 100% towards the employee’s monthly premium (employee only, base plan) for the aforementioned insurance programs.
• 401(k): Conexus currently offers a 401(k) plan in which you are eligible to participate after one year of service.
• Paid Time Off: Each employee begins with 15 days per calendar year (the year begins on the date of employee’s date of hire) which will be accrued on a semi-monthly basis. Eligible PTO days granted increase over the course of the employee’s years of service.
• Paid Company Holidays: Our agency observes and is closed on most federal holidays. Each employee is also allotted one Floating Holiday per year.
• Year-End & Quarterly Bonus: Contingent upon role and agency and employee performance after one year of employment.
• Continuing Education & Insurance Designations: We encourage all employees to pursue continuing insurance education and designations through paid time off for classes and by offering an education portal and fee reimbursement.
• Paid Quarterly Volunteer Days: We are committed to our community and offer volunteer opportunities with selected nonprofits four times a year.
• Personal Paid Volunteer Time: Conexus encourages employees to become involved in their communities, lending their voluntary support to programs that positively impact the quality of life within these communities. Employees may take up to 16 hours of paid time off each calendar year to participate in their chosen volunteer program.

About Us

Conexus Insurance Partners is a 55+ year-old family business, firmly rooted in community, whose focus is maximizing client protection through comprehensive insurance solutions, consultative education, ongoing partnership, and process simplification. People first is our passion and leading priority. With this perspective, we are dedicated to caring for and protecting our employees, families, community and clients through ongoing partnership, education, service, and care. We all work together towards 1 year, 3 year and 10-year goals.

We believe in a high level of excellence, from our industry knowledge to our commitment to ongoing learning, to our unparalleled client service. Our expertise and scale ensure that each client feels the support and professionalism of the Conexus experience.

Our clients are success-focused individuals and businesses that have assets to protect and are primarily based in Colorado. If you have experience working with this type of client – or want that experience – this role could be a great fit.

We seek out people who share our core values and strive to create real connections with our clients in a way that makes Conexus feel like an extension of their business. A partner, not a vendor.

You will love it here if:

• You are always learning
• You always do what’s right
• You are generous with your time and talents to provide a helping hand
• You have respect for all people
• You are a collaborative team player
• You look for ways to create fun and build relationships

We train our team and set clear expectations to help them succeed, and everyone on our team helps with our success. In this role, you’ll be accountable for keeping up to date on your assigned activities.

Our agency runs on an operating system called EOS. That means as a team member of our agency, you will have a leader who:

• Gives clear directions
• Makes sure you have the necessary tools
• Acts with the greater good in mind
• Delegates appropriately
• Takes time to truly understand your role and how you can help the company
• Makes their expectations clear
• Communicates well
• Has effective meetings
• Meets one-on-one with you quarterly or more, if needed
• Rewards and recognizes your performance

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Supplemental pay types:

• Bonus pay
• Commission pay

Weekly day range:

• Monday to Friday
• No weekends

Work setting:

• In-person

Ability to commute/relocate:

• Westminster, CO 80031: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Employee Benefits Insurance: 5 years (Required)

Language:

• Spanish (Preferred)

License/Certification:

• Colorado Health & Life Insurance License (Required)

Work Location: In person

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