Job Description

POSITION: Employee Benefits Assistant

REPORTS TO: Employee Benefits Team Leader

DEPARTMENT: Employee Benefits

LOCATION: Poulsbo Profit Center #613

SUMMARY: Responsible forproviding administrative support and customer service for the Agency’s existing and new Employee Benefits (EB) clients and their employees. Prepares proposals for renewals and new business and responds to daily inquiries in a customer service capacity.Assist Producer(s) and Employee Benefits Advisors in servicing the Agency’s book of business, which includes obtainingmarket rate information for new and prospective clients, as well as renewingplans, through internal and external activities relating to the growth and retention of the Agency’s book of business by performing the following duties.Other duties may be assigned.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL Duties, Responsibilities, and FUNCTIONS:

Maintain current and accurate account information in agency’s databases.

Appropriately document,in the agency’s customer database,all correspondence with existing and prospective clients, insurance carriers, and third parties, including verbal conversations, email correspondence, and all other communications.

Update group (client) policy information as necessary or required by company policies and procedures.

Process, prepare, and maintain new and renewal accounts for marketing, placement, and delivery to producer or client.

Coordinate, schedule, and prepare materials for open-enrollment and employee education meetings for clients.

Process or assist with employee enrollments, changes, and terminations on behalf of clients.

Assist clients and their employees with questions or inquiries related to their employee benefits, medical insurance, and claims and service issues with insurance carriers and medical provider billing offices.

Adhere to privacy procedures and requirements concerning protected health information (PHI) and the proper handling procedures for all electronic or paperless client/prospect documents.

Attend and participate in all staff and team meetings, as required, and meetings with insurance carrier or strategic partner representatives, as needed or requested.

Participate in professional development classes, seminars, and continuing education opportunities, as requested, necessary, or required.

ADDITIONAL FUNCTIONS:

Work as a constructive and cooperative team member to achieve department, agency, and corporate goals and objectives.

Consistently demonstrateeffective and professional communication skills with coworkers, colleagues, current and prospective clients, and third parties in a positive, constructive, respectful, and honest manner at all times.

Regularly demonstrate initiative and the ability to work independently with minimal supervision.

Establish and maintain positive working relationships with prospective and existing clients, carriers and co-workers on an ongoing basis.

Perform multiple tasks in a complex working environment, demonstrating accuracy and proficiency in utilizing effective prioritization and time-management skills.

Maintain confidentiality of all information related to clients, customers, employees, carriers, and other information, as appropriate.

Consistently report to work on time for scheduled shifts prepared to effectively perform the duties of position.

Actively support Brown & Brown’s Culture Statement, EHL Insurance’s Mission Statement, and the company’s core values and integrate them into all daily activities.

CompetencieS:

To perform the job successfully, an individual should demonstrate the following competencies:

Technical Skills –Possess solid foundation of health insurance industry and employee benefits knowledge, while consistently striving to build knowledge base and skills within the field.

Customer Service –Ability to manage difficult or emotional customer situations; Respond promptly to customer needs; Solicit customer feedback to improve service; Respond to requests for service and assistance; Meet commitments.

Interpersonal Skills - Focuses on solving conflict, not blaming; Listens to others without interrupting; Keeps emotions under control.

Oral Communication –Consistently demonstrates the ability to speak clearly, professionally, and persuasively, in positive or negative situations, both in person and over the telephone; Listens and gets clarification; Responds effectively and appropriately to questions.

Written Communication –Consistently demonstrates the ability to produce well-written and organized documents with minimal peer input and editing that are presentation-ready for prospects and clients. Writes clearly and informatively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit; Puts success of team above own interests.

Organizational and Time Management – Strong skills and ability to conduct work in and organized manner and to use time effectively required.

Motivation and Initiative – Must be self-motivated and demonstrate initiative, integrity, and commitment to ongoing professional development through industry-sponsored educational programs.

Diversity - Shows respect and sensitivity for cultural differences.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.

Professionalism - Treats others with respect and consideration regardless of their status or position.

Quality - Demonstrates accuracy and thoroughness at all times.

Quantity –Consistently meets productivity standards.

Adaptability - Able to deal with frequent change, delays, or unexpected events.

Dependability - Follows instructions, responds to management direction.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

High school diploma or general education degree (GED) required; two (2) or more years of customer service experience, preferably in employee benefits and/or insurance industry, medical, health or related field; College degree preferred but not required.

Language Skills:

Ability to read and comprehend basic and complex instructions, correspondence, and memos. Ability to write professional correspondence. Ability to effectively present information in one-on-one situations to clients and their employees, coworkers, colleagues, and/or other third parties.

Reasoning Ability:

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving limited concrete variables in standardized situations.

Computer Skills:

To perform this job successfully, an individual should be proficient with Windows-based computer applications, including Internet browsers and Microsoft Office programs, particularly Outlook, PowerPoint, Word and Excel.Experience or familiarity with Zywave Brokerage Builder, TAM, and benefits enrollment portals is desired.

Must possess the ability to effectively and efficiently navigate and use the Agency’s client management software program and insurance carriers’ web-based portals.

Must be proficient using telephones, facsimiles, copiers, and printers.

Physical Demands:

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; use repetitive small motor activity, reach with hands and arms and see, talk or hear and project voice well enough to be audible without amplification. There is occasional need for the employee to stand and/or walk. The employee must regularly lift and /or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.

The employee must be able to work full-time hours (minimum of 40 hours per week). This position requires a high energy level and ability to manage stressful situations and strict deadlines on a regular basis.

While performing the duties of this job, the employee may rarely be required to drive and travel unaccompanied, in diverse weather conditions.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet to moderate.

TRAINING/LICENSING:

Attendance at regular company and department meetings is required.Employee may be asked to obtain and maintain current State of Washington Life & Disability insurance licenses and keep them current, as required by State law. Renewing licensing requires twenty-four (24) hours continuing education credits, three (3) of which must be ethics, every two (2) years.Employees are encouraged to pursue relevant professional designations.Approved off-site training may be eligible for reimbursement by the employer with prior approval.On-site training will be provided by the employer, as necessary and as opportunities arise.

ADA: The employer will make reasonable accommodations in compliance with the federal Americans with Disabilities Act of 1990, Americans with Disabilities Act Amendments Act of 2008, Washington State Law Against Discrimination (WLAD), and any other applicable federal, state, or local law or ordinance.

FLSA:This position is non-exempt.

EEO:This is an equal opportunity employer.

Brown & Brown of Washington, Inc. dba Edgren Hecker & Lemmon Insurance reserves the right to amend this job description,at any time, with or without notice.

Employee Name (print):

EmployeeSignature: Date:

Employee Benefits AssistantRevised 2/25/16

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