Wells Insurance is one of the largest and most established insurance agencies in North Carolina. Currently representing A+ rated regional and national carriers and providing coverage to individuals and corporations in 48 states, we remain a community-minded, family-owned company. Our company is focused on creating a supportive atmosphere, balancing work and life needs, having fun, and giving back to our community.

Our location in Wilmington, NC gets the best of the coastal Carolinas – with beautiful beaches and historic rivers all in one. Music and art festivals, surfing, boating, the riverwalk, UNC Wilmington and Cape Fear Community College, craft and farmers markets, and a thriving outdoor community life make living and working here a huge draw.

Expect your typical day as a Client Advisor in our Employee Benefits department to be focused on the following initiatives:

• Account management: manage ongoing service needs of assigned employer book of business, maintain proactive and heroic service to meet the needs of the client
• Plan management: co-develop and manage client strategic plans and initiatives. i.e. health and welfare planning, health management, data analytics, and voluntary programs
• Communications: develop accurate and concise materials for client resources
• Continuing education: Expand and maintain working knowledge of employer healthcare plans and regulatory compliance by attending meetings, education sessions, research, and formal continuing education programs.

We are interested in speaking with optimistic and self-motivated individuals, preferably with account management experience and searching for a dynamic career path in a professional setting.

• Prepare and submit requests for proposals (RFP) to insurance carriers
• Request/compile client census for RFP’s
• Review and analyze quotes received from carriers
• Prepare professional and accurate proposals/spreadsheets in Microsoft Excel for presentation to our clients
• Audit spreadsheets for fellow Client Advisors as needed
• Prepare employee communication and educational materials for clients
• Prepare Open Enrollment materials, including Benefit Guides, for clients
• Respond promptly and professionally to client service needs to ensure retention of existing clients
• Follows all company and divisional SOP’s regarding the Agency Operating System
• Process new hire enrollments and employee terminations with the carriers
• Complete carrier policy changes, including employer applications and new enrollments
• Oversees entire implementation processes with carrier changes f rom start to finish
• Perform contract review with respect to insurance requirements
• Review newly issued policies for accuracy before delivery to clients
• Follow-up in a timely and professional manner with all clients, carriers, account executives and coworkers
• Maintain certifications and complete assigned training goals
• Maintain and grow knowledge of changes in Life & Health insurance industry
• Perform other duties as assigned

• Excellent communication and interpersonal skills
• Proficient in Microsoft Office, Outlook, and Applied EPIC
• Strong problem-solving skills
• Ability to work independently
• Organized, detail-oriented, and timely

• Life, Accident, and Health License required
• 2+ years of employee benefits administration experience, preferably in the mid-market space.
• Intermediate knowledge of employee benefits plans. i.e. medical, dental, vision, life, disability, and worksite/voluntary lines of coverage.
• Clear understanding of life, accident and health insurance policies and policy management.
• Customer service experience, with client facing interaction preferred.
• Proficient skills in Microsoft Office products such as Word, PowerPoint, and Excel. Exposure to Epic or Applied Solutions preferred.

• Access to the knowledge, insight, and relationships that we have developed over our 100+ years of business excellence.
• Pay based on your experience.
• Paid ongoing training and continuing education credit hours and additional licensing.
• Medical Insurance
• Dental, vision, short and long-term disability, life, and critical illness insurance.
• Company sponsored 401(k) plan with matching company contribution.
• Paid Time Off
• Paid Volunteer Leave
• Paid Holidays
• Hybrid and/or Remote work options
• PLUS: Fun perks like themed celebrations, community give-back events, and the infamous Wells Corporate Cup competition!

To apply, please follow this link:

https://www.indeed.com/jobs?q=client%20advisor%20-%20employee%20benefits&l=City%20of%20Wilmington%2C%20NC&vjk=1e06d30b922e10a1&advn=4552336144644259