Account Executive, Employee Benefits

The Account Executive, Employee Benefits manages assigned book of business, develops client relationships and delivers to grow and retain clients. Alongside the Producer, the Account Executive is responsible for the development and implementation of the client’s multi-year strategic plan.

Requirements

• Establishes and maintain strong business relationships with clients and insurance carriers.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives.
• Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Develops and communicates strategy for Market Analysis, analyzes Market Analysis results, reports to carrier partners/vendors and negotiates with carriers throughout the market analysis process.
• Ensures all services are implemented according to established project plans and all client deliverables meet quality standards.
• Leads implementation of new and renewal plans or programs.
• Leads resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve.
• Maintains regular interactions with clients to develop client relationship as well as advise of new product and service offerings and obtain feedback on performance
• Manages the enrollment process, meets with client and/or employees, completes employer group application. Follows up with carrier on additional information needed and manages the implementation and maintenance of online enrollment systems.
• Partners with producer(s) to develop and implement clients’ benefits strategies; including designing benefit programs based on client objectives, performing financial analysis, plan assessment, benchmarking, funding alternatives

Benefits

• 401k Matching
• Health/dental/vision/life/disability insurance
• FSA
• HSA
• Paid-time-off benefits
• Eligible bonuses, equity and commissions