Manage a book of business, policy quotes and carrier liaison for assigned clients/groups
Interact with new and existing clients while devising creative solutions to meet client needs
Guide clients and internal teams on compliance and regulatory policies
Oversee wellness strategy and programs for clients
Review the open enrollment process and ensure proper changes
Support clients with renewal and insurance communication for employees
Assist with escalated client issues
Partner with the legal team for regulatory requirements
Request and monitor census reports for underwriting questionnaire
Meet regularly with brokers to keep up with industry standards
Develop and cultivate relationships with producers and brokers
Manage RFPs, non-renewals, and cancellation requests
Strategically guide the client through decision-making processes
Establish multi-year strategic plan development and manage financial information

Bachelor’s degree in business or related field of study or equivalent experience required
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
Current Insurance License in Health and Life for the state in which your agency office is located
Ability to work toward professional designation
Strong computer skills and a high level of comfort in a virtual work setting
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

Employee Benefits Account Executive

Key skills