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First National Bank

Offers personal banking with online services.

Employee Benefits Account Executive

Insurance Sales & AgencyPosted on Nov 13
Full-timeNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree (BA or BS) is required.
  • At least 3 years of job-related experience is required.
  • A Life, Accident and Health License is required.
  • Excellent project management skills are required.
  • Excellent written and verbal communication skills are required.
  • Excellent organizational, analytical, and interpersonal skills are required.
  • Excellent customer service skills are required.
  • Ability to use a personal computer and job-related software is required.
  • Basic proficiency in Microsoft Word is required.
  • Intermediate proficiency in Microsoft Excel is required.
  • Basic proficiency in Microsoft PowerPoint is required.

Responsibilities

  • Manage a complex book of employee benefits business with varying funding mechanisms and advanced contract features and structures, using relevant experience and technical knowledge.
  • Serve as the primary contact between clients and carriers to support client retention and growth, communicating with clients and carrier partners at least quarterly.
  • Drive the renewal process and lead client meetings regarding renewals and utilization review.
  • Introduce new products and promote them through regular visits and frequent communication with intermediaries.
  • Increase the profitability of existing product lines by encouraging clients to use added-value services where possible.
  • Maintain credibility with clients by staying knowledgeable about current market conditions and competitors' products and acting as a technical expert.
  • Support open enrollment, including preparation, communications, and scheduling when applicable.
  • Maintain documentation in accordance with HIPAA and company procedures, including keeping the agency management system updated promptly.
  • Perform other related duties and projects as assigned.
  • Serve as a risk manager for the business by understanding, reporting, responding to, managing, and monitoring daily risks as required by the corporate risk management program.
  • Comply with regulatory laws, guidelines, and company procedures.

Desired Qualifications

  • A professional insurance designation is preferred.

About the Company

First National Bank

Offers personal banking with online services.

First National Bank provides a range of financial services for individuals and businesses, including checking and savings accounts and online and mobile banking. Through its digital platforms, customers can transfer funds, pay bills, review account activity, and manage debit cards from anywhere with an internet connection. Security is a core focus, with processes and systems in place to protect customer information and accounts. The bank differentiates itself by prioritizing secure, convenient online and mobile access to banking services, aiming to help customers manage their finances safely and conveniently, anytime, anywhere.

Company size
51-200
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1864

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