Manages assigned book of business, develops client relationships and delivers to grow and retain clients
Establishes and maintains strong business relationships with clients and insurance carriers
Maintains accurate and organized account files by documenting conversations with clients and carrier representatives
Acquires understanding of clients’ business and analyzes insurance plans to determine suitability
Ensures all services are implemented according to established project plans

High School Diploma / GED; college degree strongly preferred
5+ years of related benefit insurance industry experience (brokerage preferred) or equivalent combination of education & experience
Life & Health insurance License
Experience in managing wellness programs within large accounts preferred
Experience in self-funded account management preferred

Account Executive, Employee Benefits

Key skills