Employee Benefits Account Executive

Role Overview

• Building and maintaining strong, trust-based relationships with clients and prospects.
• Identifying new business opportunities and cross-selling additional products and services.
• Consistently meet and exceed individual sales goals and revenue targets through account rounding and prospecting new business from existing clients and identified target groups.
• Conducting thorough needs assessments and delivering customized insurance and total client solutions.
• Negotiating terms and coverage with underwriters and carriers.
• Ensuring compliance with industry regulations and company policies.
• Providing exceptional customer service and support throughout the client lifecycle.
• Collaborate with Account Manager to ensure complete company submissions and account service, including claims issues.

Requirements

• Bachelor’s degree and/or 7+ years group benefits insurance experience or recognized equivalent is required.
• Hold and maintain appropriate state Life and Health License(s) or obtain within 90 days of hire date.
• Demonstrated ability to lead projects and teams effectively, including delegating tasks to team members, coordinating efforts across departments, and ensuring timely and successful completion of objectives.
• Must have a high level of understanding accounting or strong math skills.
• High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
• Demonstrated attention to detail, producing outcomes with minimal errors.
• Ability to adapt well to change in direction and priority in a fast-paced environment.
• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office.
• Knowledge of Agency Management Systems; Applied Epic a plus.
• Complies with continuing education requirements for agent licensing as well as professional designations.

Benefits

• Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.