Employee Benefits Specialist, First Citizens Insurance Services - Raleigh, NC

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Date :
Location :
Raleigh, NC US
Job ID :
Functional Area :
Insurance - Sales
Employment Type :
Full-Time Non-Exempt
Education :
See basic qualifications
Experience :
See basic qualifications
Days and Hours :
M-F  8-5
Physical Address :
8510 Colonnade Center Drive
Department Name :
P&C Insurance Group
Position Description :
Position Description:
The Employee Benefits Specialist will directly First Citizens Insurance Services Employee Benefits referral and sales processes along with related management reporting.  This is accomplished by working with producers, bankers and customers to inform and guide opportunities to the appropriate resources. This position also plays a key role in expanding our agency’s visibility and growth through educational efforts and interaction with field team members.

Essential Duties and Responsibilities:
• Introducing and explaining First Citizens Insurance Services Employee Benefits capabilities to referral sources and customers
• Maintain professional relationships with our producers, bank representatives, customers and partners
• Utilize strong interpersonal and communication skills to shepherd referrals and manage critical processes between multiple departments and individuals
• Support the collection of accurate information to qualify referrals for the best use of appropriate resources and fulfillment channels
• Prepare and present educational materials through multiple media
• Compile and maintain accurate and timely reporting to support the management of this line of business

Strategic Expectations:
• Ongoing awareness and analysis of processes and procedures to identify improvement opportunities
• Evaluate partnerships to maximize results
• Troubleshoot concerns and issues to advance this initiative
• Assist in meeting the agency’s retention and growth strategies

First Citizens Bank is one of the top financial services providers in the nation, recognized and awarded for our customer satisfaction, sustainable profitability, and overall stability and security. Our associates make First Citizens Bank a great place for our clients to do business. Those who grow, achieve and succeed with First Citizens Bank are those who share our core values of integrity, service excellence and stability.

Position Requirements:
Basic Qualifications
Bachelor’s Degree and 2 years experience in the small business employee benefits (<50 employees)
High School Diploma and 6 years experience in an insurance agency with 2 years small business employee benefits (<50 employees)
North Carolina Life/Health Insurance License

Additional Requirements
Direct customer experience and customer service skills
Strong Excel skills
Excellent verbal and written communication skills
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