Account Executive – Small Group Benefits
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Job Description
Account Executive managing small-group employee benefits books of business for an insurance agency. Leading client service, renewals, carrier negotiations, and cross-selling strategies.
Responsibilities:
- Collaborate with the business team on the development and execution of client-centered strategies, including servicing and solicitation activities
- Manage all client-required services and maintain client relationships with minimal input from Producers
- Manage a book of business
- Receive and develop new business leads from Management or identify and develop cross-sell opportunities
- Act as the direct point of contact for clients from the time of lead
- Serve as the lead representative to an assigned book of business
- Participate in team selling processes, including finalist interviews and RFP responses
- Prepare and present client renewal analysis
- Sell renewal business to existing clients and, where applicable, sell additional lines of coverage
- Promote other agency services to clients by preparing Producer Service Proposals
- Provide analysis and recommendations concerning clients' existing coverages
- Select carriers for solicitation and negotiate with carriers regarding benefit and premium considerations
- Respond to client inquiries involving benefits, compliance, claims, and other service issues
- Manage a dedicated service team, if applicable
- Serve as a technical expert and assist department members in resolving complex issues
- Review client coverage contracts and amendments for accuracy
- Manage and negotiate third-party vendor relationships and contracts on behalf of clients
- Perform duties in accordance with company policies, procedures, and applicable federal, state, and local laws
- Perform other duties as assigned
Requirements:
- Bachelor's Degree equivalent combination of education and experience
- Eight (8) or more years related work experience
- Must continue to meet Continuing Education requirements for license renewal
- Valid Insurance License
- Knowledge of products and continuous learning of carrier products, especially knowledge of alternative funding arrangements
- Knowledge of Employee Benefits products and benefit administration
- Good time management skills
- Verbal and written communication skills
- Strong analytical skills
- Excellent Customer Service Skills
- Proficient in Microsoft Office Suite
- Excellent verbal and written communication and presentation skills
- High attention to detail
- Critical thinking and good judgement to quickly determine and prioritize key issues
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines
- Ability to work independently
- Ability to meet broker and client expectations of service
- Ability to work within a team to foster teamwork
- Ability to quickly resolve problems
- Ability to prioritize work for multiple projects and deadlines
- Ability to mentor and teach lower level staff
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