Establish, cultivate and manage customer relations with client and prospective decision-makers.
Plan and direct renewal process for health and life coverages.
Recommend the most appropriate insurance solutions, alternative strategies, plan modeling and cost reduction opportunities.
Ensure renewal, sales, and insurance operations compliance requirements are documented into the agency management system.
Conduct strategic planning sessions with clients as defined in annual service goals and objectives.
Routinely educate clients on benefits legislation, regulatory requirements, compliance, and new product information.
Identify, develop, and oversee customer needs and service plans for each client to ensuring exceptional customer service and client satisfaction.
Manage resolution of client issues as well as escalated employee enrollment and claims issues.
Prepare and execute stewardship reports and new business strategies, including proposals and presentations while ensuring agreement with customer’s requests/requirements.
Support sales team with new business strategies, prospect meetings and implementation of new clients.

Valid Health, Accident and Life Insurance Producer license in good standing.
Proficient knowledge of insurance coverages, contracts, and state regulations where business is conducted.
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
Proficient knowledge in use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
6+ years progressive experience in account management or sales.
College Degree in a business-related field or equivalent work experience (preferred).
Professional Designation specific to area of specialty (preferred).

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.

Employee Benefits Account Executive

Key skills