Employee Benefits Account Executive

About This Role

Manage a book of business, policy quotes, and carrier liaison for assigned clients, devising creative solutions to meet their coverage and cost needs. Regularly interact with new and existing clients, exercising discretion and independent judgment on significant accounts.

Responsibilities

• Guide clients and internal team members on compliance and regulatory policies
• Provide monthly claim reports from carriers to all clients
• Oversee the status of wellness strategy and programs for clients
• Review the open enrollment process and ensure proper financial and annual review
• Support clients with renewal and insurance communication for employees
• Assist with escalated client issues and partner with claims department when necessary
• Partner with the legal team to communicate changes or updates per regulatory requirements
• Request and monitor the census report from the Marketing team
• Meet regularly with brokers to keep up with industry standards and products
• Develop and cultivate relationships with producers, company underwriters, and wholesale brokers
• Manage RFPs, non-renewals, and cancellation requests to retain business
• Strategically guide the client through the decision-making process
• Establish multi-year strategic plan development and present to client/group
• Manage the financial information and be responsible for renewal negotiation
• Prepare and present renewals by partnering with the internal Marketing team

Requirements

• Minimum 4+ years of large complex employee benefits experience
• Current Insurance License in Health and Life
• Strong computer skills
• Strong knowledge of Microsoft Office products
• Excellent verbal and written communication abilities
• Ability to work well on a team
• Strong organizational and multi-tasking abilities

Qualifications

• Bachelor’s degree in business or related field of study or equivalent experience
• Minimum 4+ years of large complex employee benefits experience within an insurance related industry with an emphasis on Self-Funded, Level Funded and Large Group Clients

Nice to Have

• Ability to work toward professional designation

Skills

* Required skills

Benefits