Description: Blue Ridge Risk Partners began as the merger of three successful and respected agencies headquartered in Maryland and West Virginia. While Blue Ridge Risk Partners is relatively young in name, our legacy goes back more than 120 years. Today, Blue Ridge Risk Partners leverages a strong entrepreneurial spirit and the highest ethical standards to continue the legacy established by our original founders, delivering exceptional commitment to our clients and our communities. With eighteen offices across Maryland, Pennsylvania and West Virginia, our agency has evolved into a regional independent insurance agency offering insurance and risk management solutions to over 25,000 business and individual clients. With a proven track record of success and well over a century of experience, Blue Ridge is poised for even greater accomplishments in the future. Our growth strategy centers on both organic business development along with mergers and acquisitions. Now we are excitedly positioning ourselves for continued growth in the future by building on our team of dedicated, skilled and caring professionals. Position Title: Employee Benefits Account Associate Job Classification: Non-exempt; Full Time Position Responsible to: Director of Employee Benefits Job Summary: The Account Associate is responsible for assisting Account Managers with an assigned book of business while gaining industry knowledge. This entry level position will also be responsible for preparing proposals, data processing, system updates and identifying new business opportunities among existing clients. The Employee Benefits Account Associate performs the essential functions of the position noted below, while meeting the quality and service standards developed by the agency. Supervisory Responsibilities: None Essential Functions: Assists with an assigned book of business and client transactional needs including marketing and service according to agency standards and procedures. Provides technical support to Producers specifically in analyzing client needs, coverage forms and quotations. Works with the Account Manager & Client Relationship Manager to ensure proper coverage and pricing that meets the client's needs. Creates Open Enrollment Materials. Processes account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures. This includes, but is not limited to; Certificates and ID cards Proposals, schedules, and summaries of insurance Enrollment, changes, and terminations of client employees Manages cancellation processes according to agency standards, addressing both carrier and client request as received and advising the Account Manager. Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities. Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance. Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency. Actively seek ways to improve client service and communicate ideas for improved client service to superior positions. Complies with departmental reporting requirements. Knowledge, Skills & Abilities: Ability to communicate orally and in writing with others, to explain insurance issues, to receive and interpret complex information, and respond appropriately. Strong interpersonal skills and leadership skills, including motivation, goal setting, and project management. Ability to work collaboratively across the organization to deliver on the agency commitments to our clients Knowledge of insurance products, markets, and underwriting procedures. Proficient with Microsoft Office Suite or related programs. . Requirements: Education and Experience: High School/GED completion required Advanced Education preferred Office and/or Customer Service experience preferred Life & Health Agents License will be required within 12 months of start date Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Work is normally performed in a typical interior/office work environment. The employee frequently is required to remain in a stationary position, often standing or sitting for prolonged periods. While performing the duties of this job, the employee is regularly required to communicate, listen and observe. Specifically, the employee must be able to communicate clearly on the telephone with others. This position frequently communicates with clients who have inquiries about their policy, invoicing, and claims. Must be able to exchange accurate information in these situations. Constantly operates a computer and other office productivity machinery, such as calculator, copy machine, and computer printer. This includes repeating motions that involve the wrists, hands and/or fingers. Position may require the employee to ascend and/or descend ladders, stairs, ramps, and the like. High stress, fast-paced environment with a high volume of work to be completed daily. Limited physical effort required or exposure to physical risk. However, must be able to lift 15 pounds at times. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Blue Ridge Risk Partners is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as individual with a disability, or other applicable legally protected characteristics. PM21 PI133796047