Employee Benefits Account Executive

Role Overview

• Proactively develop and execute client benefit program strategy.
• Lead client meetings as appropriate.
• Manage onboarding of new clients.
• Maintain strong product and industry knowledge.
• Develop and sustain relationships with vendors.
• Require reduced guidance from the Team Lead on day-to-day tasks and deliverables.
• Guide and provide insight on team tasks, training, and onboarding.
• Maintain awareness of opportunities for client revenue enhancement.
• Demonstrate proficiency in compliance, benchmarking, renewal, and marketing processes and deliverables.
• Prepare and audit client benefit statements.
• Adhere to the 2-day advance preparation requirement for meeting materials to support the peer review process.
• Remain current on industry trends, product development, legislation, coverages, technology, and market conditions.

Requirements

• Minimum 4-year degree or equivalent work experience
• Proficient with MS Office Suite
• Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• 4+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
• 1+ years financial experience
• Strong technical knowledge of the industry of expertise currently being targeted.
• Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.