“Working at Northwestern Benefit has improved my life. I am grateful everyday to work with such passionate, kind-hearted, and hard-working individuals."

Benefits Services Team Member

“We understand that creating a World Class experience for our clients only occurs if we create a World Class experience for our Northwestern Benefit team members. Therefore, it’s our commitment to foster a culture that delivers on this experience.”

David Asbury, CEO

“To be honest, I do not think it is possible for there to be a better employee benefits company to work for. I don't see how it could be possible.”

Large Group Benefits Consultant

Our unique corporate philosophy and business model separate Northwestern Benefit from other organizations. The defining characteristics of our corporate culture are integrity, respect and service.

We recruit and retain extraordinary people. We have developed an extremely talented team that is truly invested in Northwestern Benefit, our vision and the companies we serve.

Are you intentionally different, too?

DEPARTMENT POSITION TITLE CITY, STATE
Administration Accounting Specialist - Part Time Atlanta, GA
Benefits Administration Benefit Enrollment Specialist - Part Time - Seasonal Atlanta, GA
Reporting and Analytics Benefits Analyst Atlanta, GA
Consulting, Small/Mid-Market Group Senior Manager, Benefits Consulting (Micro/Small Groups) Atlanta, GA
Consulting, Small/Mid-Market Group Small/Mid Market Benefit Consultant Atlanta, GA
Benefits Consulting Vice President of Benefits Consulting Atlanta, GA

Accounting Specialist - Part Time

Department: Administration

Location: Atlanta, GA

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Position Summary 

An Accounting Specialist assists the Chief Financial Officer in ensuring the full and complete processing and payment of accounts payable invoices. Primary responsibilities will include but are not limited to receipt, processing and inputting invoices in the JD Edwards ERP. Additional responsibilities may include the processing and reconciliation of expense reports and credit card statements. Best in class candidates for this position are capable of producing an over-all average of 98% error-free results.

 

Position Responsibilities

  1. Gathers, prepares and processes vendor payables invoices.
  2. Understands invoice purpose and properly applies general ledger code.
  3. Prepares and processes checks for multiple companies.
  4. Updates and maintains vendor database.
  5. Processes and prepares employee and independent contractor commissions
  6. Performs general office administration tasks, such as filing, copying, collating/stapling, mailing etc.
  7. Audits and verifies expense reports.
  8. Prepares Form 1099.
  9. Maintains confidentiality of all company, management & personnel matters/materials.
  10. Assists with financially-related tasks & projects as needed.
  11. Maintains prompt and regular attendance.

 

Reporting/Accountability

Reports to:          Chief Financial Officer

Supervises:         None

 

Knowledge/Experience Required

  1. College degree is preferred.
  2. At least three (3) years of basic accounting and/or bookkeeping experience in a working business environment.
  3. Must be proficient with all Microsoft Software, with a primary focus on Word, Excel and Outlook. Familiarity with JD Edwards like ERP is preferred

 

Skills/Abilities Required

  1. Excellent attention to detail
  2. Strong mathematical and analytical skills
  3. Extraordinary organizational skills; a natural inclination to be A+ quality in all tasks
  4. Process driven
  5. An achiever – driven to accomplish the goals set before him/her. Demonstrates persistence and the ability to foresee and overcome obstacles; is able to measure self against standards of excellence; has a high desire for self-improvement
  6. Strategic in nature, sorting through the myriads of details and projects and coming out on the other side with order and purpose
  7. Excellent computer skills – is knowledgeable in MS Word, Excel, Outlook and Internet-based systems. Able to learn new systems and programs, such as Zywave. Independent thinker, offering suggestions for new and forwarding practices. Able to upload and download files from Cloud based systems into and of Excel.
  8. Handles many simultaneous projects efficiently and effectively
  9. Able to work with minimal supervision.
  10. Consistently at work and on time, follows instructions with minimal management direction and solicits feedback to improve performance
  11. Operates in a fast-paced, energetic environment and welcomes change
  12. Able to create or modify processes/procedures to simplify tasks
  13. Strong communication skills (verbal and written forms; on the phone and in person). Able to interact effectively, on the phone and in person, with people of various responsibility and authority (both internally and externally)
  14. Contributes to and flourishes in a team environment; works with team members who perform similar jobs and/or complimentary roles.
  15. Able to work with a diverse population.
  16. Models and exemplifies the Northwestern Benefit 25 Tenets and World Class Customer Service Values. In all things, seeks to behave in a personal, consistent and reliable manner.

 

Physical Requirements/Miscellaneous

Some light to moderate lifting (up to 35 lbs.) Ability to lift files, open filing cabinets & bend or stand on a stool as necessary.

 

Person Description

Assessment Tool(s) used for hiring in this position: 

Harrison Personality Test

This position description is not intended to be all-inclusive, but to provide a general scope of the person and the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not an employee contract or offer of employment.

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Benefit Enrollment Specialist - Part Time - Seasonal

Department: Benefits Administration

Location: Atlanta, GA

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Position Summary 

The contribution that a Benefits Enrollment Specialist (BES) makes to Northwestern Benefit (NB) is to retain clients by increasing the client’s value-added dependency on NB, through processing all lines of client’s enrollments, terminations and eligibility changes both through paper applications and/or electronic application. It will be critical for the BES position to create flexible and collaborative relationships with internal team, carriers and employers in order to meet the position objective.

 

II.     Position Responsibilities

 Self-assign BKB eligibility activities.

  1.  Process all incoming enrollments, terms and change forms, including quality review for document accuracy and completion. After quality review, BES will go online to each carrier and/ or enrollment platform to enroll and /or terminate coverage accordingly.
  2.  Contact applicable employer to obtain any missing or incomplete information and/or seek clarity.
  3.  Notify any COBRA administrators of terminations and/or other COBRA qualifying event updates from the client.
  4.  Update BKB with eligibility information in the Notes Section of each assigned activity.
  5.  Scan and save all enrollment forms in BKB under the applicable client’s files.
  6.  Manage BKB eligibility activities to closure within the standard 5-day turnaround.
  7.    Communicate clearly and thoroughly with NB team members and /or clients.
  8.  Investigate and resolve eligibility errors. Escalate any possible technical issues.
  9. Serve as the back-up to other Benefits Administration team members including but not limited to bill audit, creating and /or auditing open enrollment and new hire kits and enrollment forms.

 

III.    Reporting/Accountability

 

  1. Reports to: Senior Manager, Benefits Enrollment
  2. Supervises: None

 

IV.    Knowledge/Experience Required

  1. At least 1 year of industry experience, including insurance, carriers, benefits, human resources, broker/agent, and/or benefit eligibility software applications.
  2. Data processing experience preferred.
  3. High school diploma, minimally. College degree and any other professionally-related designations are preferred.

          

V.     Skills/Abilities Required

  1. Accuracy, focus and a great attention to detail and execution.
  2. An inquisitive nature, always pressing to know more and understand more about the client and his/her needs.
  3. Technology savvy, having a curiosity and propensity to learn more about computers and other tools that make business more effective and productive.
  4. Strong mathematical and analytical skills enabling one to gather data and present in a clear and understandable method to the receiving audience.
  5. An excellent communicator (listens, speaks and writes well).
  6. Highly organized and process driven; he/she is able to manage a multitude of requests, details and follow-ups (including paperwork).
  7. Ability to work effectively in a fast-paced environment.
  8. Proficient in Microsoft Office Suite, specifically Excel, Outlook, and Word.
  9. Can model and exemplify the NWB 25 Tenets.

 

VI.    Physical Requirements/Miscellaneous

  1. There are no physical requirements for the position.

 

VII.  Person Description

Assessment Tool(s) used for hiring in this position: 

Harrison Personality Test

 

Describe the ideal person: (personality, behaviors demonstrated, characteristics/attributes, etc.)

The best profiles for this position tend to perform in a consistent manner, demonstrate patience, develop specialized skills, objective thinker, have a desire to help others, and are be good listeners. In addition this profile pays attention to directives, standards, and details; they think analytically, are diplomatic with people, using subtle or indirect approaches to conflict; they check for accuracy and use systematic approaches to situations or activities. This profile is extremely curious and creative.

 

              

This position description is not intended to be all-inclusive, but to provide a general scope of the person and the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract.

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Benefits Analyst

Department: Reporting and Analytics

Location: Atlanta, GA

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The contribution that a Benefit Analyst makes to Northwestern Benefit is:

1.       Gather, manipulate, and summarize data for use in reports for clients.
2.       Conduct analysis and create reports for clients.
3.       Coordinate and manage production schedule for timely delivery of reports.   

Tasks to Accomplish the Objective(s)
1. Collect, analyze and interpret health care data for client reports.  Typical reports include:  monthly claims, benchmarking, and post-renewal reports.
2. Address the daily responsibilities, planned and unplanned, and manage duties in a way that forwards the business and strengthens business relationships. 

3. Conduct quantitative studies using spreadsheets, databases and customized applications.

4. Assisting with special projects as needed. 
5. Participate in the development and improvement of client reports.
6. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time; This description reflects management’s assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned; This job description is subject to change at any time. 
 
 
Knowledge/Experience Required to Achieve the Objective(s) 
1.   An earned Bachelor’s degree or its equivalent.
2.   GA accident, sickness and life license is a plus.
3.   A working knowledge of all employee welfare benefits and ancillary coverage such as life, disability and dental insurances is preferred.
4.   Knowledge of self-funded health insurance concepts is a plus.
5.   Group insurance underwriting background is a plus. 
6.   Superior analytical and mathematical skills required.
7.   Must have an advanced knowledge of Excel and Power Point.
8.   Must have great organizational and project management skills.
9.   Knowledge of Zywave products to include Plan Advisor and Brokerage Builder a plus.

 
Skills/Abilities Required to Achieve the Objective(s) 
1.  Highly organized and driven to accomplish the goals set before him/her.
2.  Strong attention to detail.
3.  Thrives by building relationships with co-workers.
4.  Manages numerous simultaneous projects efficiently and effectively.
5.  Operates well in a fast-paced, energetic environment and welcomes change. 
6.  Creates or modifies processes/procedures to simplify tasks. 
7.  Possesses strong verbal and written communication skills on the phone and in person.
8.  Contributes to and flourishes in a team environment.

9.  Maintain organize and clean work space.
10.Proactive planning and prioritization skills. 
11.Supports team members during peak schedule by offering to help where needed.
12.Models and exemplifies the Northwestern Benefit 25 Tenets.  In all things, seeks to behave in a personal, consistent, and reliable manner. 
13.Uses the Collaborative Way effectively to mediate concerns, offer encouragement and build good working relationships.
 
Physical Requirements/Miscellaneous Required to Achieve the Objective(s) 
1. Reaching. Extending hand(s) and arm(s) in any direction. 
2. Walking. Moving about on foot to accomplish tasks, particularly for long distances or moving from one work site to another.
3. Fingering. Picking, pinching, typing or otherwise working, primarily with fingers rather than with the whole hand as in handling.
4. Grasping. Applying pressure to an object with the fingers and palm.
5. Talking. Expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.
6. Hearing. Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound.
7. Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers.
8. Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
9. The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation of machines (including inspection); using measurement devices; and/or assembly or fabrication parts at distances close to the eyes.
 
Assessment Tool(s) used for hiring in this position: 
Harrison Personality Test

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Senior Manager, Benefits Consulting (Micro/Small Groups)

Department: Consulting, Small/Mid-Market Group

Location: Atlanta, GA

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Position Objective

The contributions that a Senior Manager, Benefits Consulting (Micro & Small Group) makes to Northwestern Benefit is to lead, coach, guide and develop the people in the department, enabling them to retain Northwestern Benefit clients in the Micro & Small-Group markets. Micro is defined as 2 to 15 enrolled employees, with less than $5,000 in annual revenue. Small Group is defined as 16 – 35 enrolled employees with $5,000 to $20,000 in annual revenue.


The Senior Manager is a Subject Matter Expert for the Benefit Consultant (BC) role and a role model to BC team members. This position manages and supervises Micro and Small-Group Benefits Consultants and oversees the normal functions of the department, to include strategically planning and executing program renewals and implementations.

The Senior Manager is responsible for the training and performance evaluation of each team member. Responsibilities of the role include interviewing, hiring and on-boarding team members, assigning and managing work, providing formal and informal feedback, rewarding and coaching team members, addressing complaints and resolving problems. This position assists in designing, documenting, and implementing new or revised processes to increase efficiency and effectiveness.

The Senior Manager provides an optimistic and supportive climate for motivation to the team and empowers the team to create flexible and collaborative relationships with internal staff, carriers and employers to meet departmental objectives. The Senior Manager carries out supervisory responsibilities in accordance with Northwestern Benefit’s policies and applicable laws.

Position Responsibilities
1. Understands thoroughly and stays knowledgeable of micro and small group health & welfare benefits, including plan designs, legislation and emerging trends. Shares this knowledge with others at Northwestern Benefit.
2. Effectively leads the team to retain Northwestern Benefit’s book of business. Meets or exceeds departmental retention goals.
3. Acts intentionally to retain clients.
    a. Works consistently to build client rapport and trust, which includes phone calls and possible on-site visits.
    b. Understands thoroughly the expectations of the client and consistently meets those expectations through viable solutions.
4. Communicates with team members and other departments regarding vulnerable clients, lost groups, key contact turn over and case transition.
5. Assists teams in strategically planning and executing program renewals and implementations.
6. Acts as a point of escalation for team members. Partners with carrier, client, and internal leadership to quickly resolve complex issues.
7. Manages capacity and workload of the team. Prepares and forecasts for future growth and needs of the team.
8. Promotes positive carrier and vendor relationships.
9. Responsible for the ongoing recruitment and hiring of team members.
10. Tracks and measures team member performance to organizational goals and expectations.
11. Creates or modifies processes and procedures to create efficiency.
12. Implements strategy and processes within the department.
13. Effectively trains and coaches team members to succeed in their roles.
14. Positively influences the team members; uses the Collaborative Way effectively to mediate concerns; exemplifies the Northwestern Benefit Tenets; offers encouragement and praise; builds good working relationships.
15. Uses tools and systems (e.g. Zywave, MS Word, Excel, etc.) to enhance the job.  Updates systems, creates e-mail groups for fast and efficient information dissemination.

Reporting & Accountability:
A. Reports to: Sr. Director of Consulting (interim); then Vice President of Consulting
B. Supervises:
    a. Manager of Micro-Consulting (1)
        i. Benefits Consultants, Micro (2) - Indirectly
b. Benefits Consultants, Small Group (5 - 7)

Knowledge/Experience Required to Achieve the Objective(s)
1. A minimum of five (5) years of significant health & welfare market experience in a consulting, account management or an equivalent role is required.
2. Knowledge of the micro and small group health & welfare market is beneficial; the ability to learn the field quickly is essential.
3. A bachelor’s degree or equivalent experience is required.
4. An earned and maintained Georgia Accident, Sickness and Life License is required.
5. Prior Supervisory or Management experience is preferred.
6. Applicable professional designations (RHU, REBC, CEBS, etc.) are preferred.
    

Skills/Abilities Required to Achieve the Objective(s)
1. Leadership skills and experience.
2. An excellent communicator (listens, speaks and writes well).
3. Highly organized and process driven; he/she can manage a multitude of requests, details and follow-ups (including paperwork).
4. Manages numerous simultaneous projects efficiently and effectively.
5. Operates well in a fast-paced, energetic environment and welcomes change.
6. Contributes to and flourishes in a team environment. Works effectively with other departmental leaders to achieve organizational objectives.
7. Models and exemplifies the Northwestern Benefit 25 Tenets. In all things, seeks to behave in a personal, consistent, and reliable manner.
8. MS Office to include Excel, Word, PPT, OneNote, and Outlook 360. Knowledge of Zywave products to include Brokerage Builder preferred.

Physical Requirements/Miscellaneous to Achieve the Objective(s)
1. A valid driver’s license and reliable transportation are preferred, as there are occasions where visits to clients and carriers are necessary.
2. The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; and extensive reading. The position is sedentary in that it requires sitting or standing in one place most of the time. Walking is required only occasionally.

Person Description
Assessment Tool(s) used for this position:
The Harrison Interview Questionnaire
Skills Testing

This position description is not intended to be all-inclusive, but to provide a general scope of the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract.

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Small/Mid Market Benefit Consultant

Department: Consulting, Small/Mid-Market Group

Location: Atlanta, GA

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Benefits Consultant, Small Group & Mid Market

Position Summary

A Benefits Consultant (BC) interfaces with a group of clients (a book of business) in the small group and mid-sized client market (10 – 100 employees) to strategize and propose viable solutions to manage the menu of benefit options that the client offers to its employees. BCs partner with clients and assist them with 1) emerging trends in employee benefits, 2) their annual renewal process, and 3) other possible options that would enhance or meet the goals of the client. The end product of this partnership is intended to add value to the client, enabling the client to be competitive in their own industry. BCs quickly assess the nature of any given problem, understand thoroughly the expectations of the client, and consistently meet or exceed those expectations. BCs must contribute to and flourish in a team environment, learn and exemplify the Collaborative Way, and engage in regular professional development.

Position Responsibilities

  1. Partners with each client in the book of business. The partnership is demonstrated through:
    1. Attends regular and pre-planned meetings with the client;
    2. Understands key business issues facing the client, and brings viable solutions to the client to address those needs;
    3. Acts intentionally to retain clients and succeeds;
    4. Masterfully collects, organizes, and reviews relationship information.
  2. Understands thoroughly (and stays knowledgeable of) employee benefits, including plan designs, available riders, legislation, and emerging trends. Shares this knowledge with others at NBCG.
  3. Strategically plans and executes plan renewals, staying in regular communication with the clients and updating them on various emerging trends and solutions for their business needs.
  4. Anticipates concerns developing from the renewal process; proactively checks and verifies all information (new rates, employee enrollments and changes, ID cards, etc.); immediately addresses and solves problems generated through the renewal process.
  5. Adds value to our clients through timely and regular presentations of additional options for their benefits package; generates new opportunities and encourages client to be innovative; alerts client to potential issues (legislative and coverage information); serves client as an educator or special speaker on benefit topics to assist employees being as effective as possible.
  6. Uses tools and systems (e.g. Zywave, MS Word, Excel, PowerPoint, etc.) to enhance the job. Updates systems, creates e-mail groups for fast and efficient information dissemination. Keeps desk and work area organized and clean.
  7. Communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work.
  8. Positively influences the team members; uses the Collaborative Way effectively to mediate concerns, offer encouragement and praise, and build good working relationships.
  9. Promotes and offers ideas for improvement.
  10. Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations.
  11. Assesses the nature of a problem quickly, understand thoroughly the expectations of the client, and consistently meets those expectations through viable solutions.

Reporting/Accountability

Reports to:  Small Group/Mid-Market Director of Consulting

Supervises: None

Knowledge/Experience Required

  1. Three to five years of experience in benefits including a strong knowledge of fully-insured medical plans, ancillary lines (dental, life, disability, FSA, vision) and current legislation
  2. An earned bachelor’s degree (or its equivalent)
  3. An earned Georgia accident, sickness and life license
  4. Professional Designations (REBC, CEBS) preferred

Talents/Strengths Required

  1. Organization
  2. Communication
  3. Able to prioritize effectively
  4. Multi-tasking

Skills/Abilities Required

  1. Excellent communication and presentation skills (listens, speaks, and writes well); able to interact effectively with people of various responsibility and authority (employees, key contacts, executives, etc.).
  2. Highly organized.
  3. Able to manage a multitude of details (including paperwork); stays proactive while juggling these issues.
  4. Possess a natural inclination to reach out, build relationships, and uncover issues before the client calls NB.
  5. Very comfortable with typical business technology including voice mail, e-mail, word processing, spreadsheets, and presentation software.

Physical Requirements/Miscellaneous

  1. Valid Driver’s License.
  2. Reliable transportation.
  3. Some light to moderate lifting & moving of enrollment supplies/materials.

 This position description is not intended to be all-inclusive, but to provide a general scope of the person and the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract.

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Vice President of Benefits Consulting

Department: Benefits Consulting

Location: Atlanta, GA

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Position Objective

This leader will help define a vision to develop and grow the Benefits Consulting department as we seek to expand services and value to Northwestern Benefit and our clients. The Vice President will hire, manage and develop departmental leaders and team members as well as execute continuous process improvement and reporting to drive the efficiency, effectiveness and scalability of our service offerings, and above all to retain Northwestern Benefit clients.

 

The Vice President is an experienced professional with a depth of industry knowledge and a demonstrated history of accomplishment in leadership, change management, and cultivation of culture and organizational dynamics. The Vice President is an essential member of the Northwestern Benefit management team and, as such, acts in a collaborative manner to drive the successful completion of individual and team goals.

 

Means to Accomplish the Objective(s)

The Vice President leads the overall Benefits Consulting department to include Benefits Consulting, Wellness Consulting and Compliance. The Vice President is responsible for the overall direction, coordination, and evaluation of these teams.

 

The Vice President will guide team development through identifying training needs, delegating tasks appropriately and motivating the team to provide outstanding client service. Responsibilities include interviewing, hiring and onboarding employees, departmental planning, assigning and managing work, capacity management, providing formal and informal feedback, rewarding and coaching employees, addressing complaints and resolving problems.

 

The Vice President will spend time in the marketplace visiting with clients, vendor partners, and occasionally with prospective clients, to build and solidify relationships.

 

The Vice President will be an active member of the Northwestern Benefit Management Team, which includes participation in regular planning and strategy meetings. The Vice President carries out supervisory responsibilities in accordance with Northwestern Benefit’s policies and applicable laws.

 

Position Responsibilities

  1. Advises, consults and serves as a member of the management team in the development and execution of short-term and long-range plans based on company goals, strategic planning and growth objectives.
  2. Evaluates and analyzes departmental strategies and results regularly and systematically; reports these results to the Chief Operating Officer in addition to other management reporting.
  3. Effectively leads the department to retain Northwestern Benefit’s book of business.   Meets or exceeds departmental retention goals.
  4. Reviews and analyzes the benefits market to determine employer needs, trends, regulations and practices, and collaborates with other Northwestern Benefit leaders to develop competitive programs and services to meet these needs.
  5. Develops and promotes positive carrier and vendor relationships. 
  6. Develops and promotes positive client relationships with key customers. 
  7. Monitors department budget and client profitability.
  8. Partners with leaders to develop the team, to include providing ongoing training opportunities regarding industry trends, carrier products and consulting skills. 
  9. Positively influences the team members; uses the Collaborative Way effectively to mediate concerns; exemplifies the NB 25 Tenets; offers encouragement and praise; builds good working relationships. 

Reporting 

  1. Reports to: Chief Operating Officer
  2. Supervises: 3+ subordinate managers or directors who supervise a total of 24+ employees in Benefits Consulting and Wellness. Also, directly supervises 5+ non-supervisory employees who are our Employee Benefits Counsel and the Benefits Consultants serving our largest accounts.

                               

Experience Required

  1. Bachelor's degree and ten years of related experience and/or training; or equivalent combination of education and experience.
  2. An earned and maintained Georgia Accident, Sickness and Life License is required.
  3. CEBS certification preferred.
  4. Applicable professional designations (RHU, REBC, etc.) are preferred.

 

Skills/Abilities Required

  1. Effective people leader. Sets clear expectations. Consistently assesses and provides feedback to team members.
  2. Plans and acts strategically. Has a forward-thinking, open-minded approach. Continually assesses the NB business environment and plans.
  3. Sets clear short term and long-term goals and persists in achieving them. Able to look ahead and make clear, concrete goals that will benefit the organization
  4. Excellent problem solver. Manages complexity and can make decisions under rapidly shifting circumstances.
  5. Accountable and responsible. Holds themselves and others accountable. Able to balance varying perspectives while taking appropriate action.
  6. Excellent project management skills. Manages numerous simultaneous projects efficiently and effectively.
  7. An effective communicator (listens, speaks and writes well). Able to communicate on all levels: one on one, to the department and to the entire team, as well as via phone, email and social media.
  8. Effective team builder and promotes teamwork. Contributes to and flourishes in a team environment. Works effectively with other departmental leaders to achieve organizational objectives.
  9. Creates lasting relationships internally and externally.
  10. Models and exemplifies the Northwestern Benefit 25 Tenets. In all things, seeks to behave in a personal, consistent, and reliable manner.
  11. MS Office to include Excel, Word, PPT, OneNote, and Outlook 360. Knowledge of Zywave products to include Brokerage Builder preferred.

 

Physical Requirements/Miscellaneous 

  1. A valid driver’s license and reliable transportation are required, as there are occasions where visits to clients and carriers are necessary.
  2. The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; and extensive reading. The position is sedentary in that it requires sitting or standing in one place most of the time. Walking is required only occasionally.
  3. Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.

 

Assessment Tool(s) used for this position: 

The Harrison Interview Questionnaire

Skills Testing

 

This position description is not intended to be all-inclusive, but to provide a general scope of the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract.

 

 

 

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