Account Executive - Employee Benefits

Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team.

Responsibilities

Manages all client required services and maintains client relationship with minimal input from Producers; Manages mid market book of business through direction of employees on service team; Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities; Acts as direct point of contact for client from time of lead; Acts as the lead representative to an assigned book-of-business; Participates in team selling process including finalist interviews and RFP responses; Prepares and presents to client renewal analysis; Sells renewal business to existing clients and where applicable, sells additional lines of coverage; Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals; Provides analysis and recommendations concerning client's existing coverages; Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations; Receives and responds to client inquiries including benefit and claim questions and issues; Reviews client coverage contracts and amendments for accuracy; Manages and negotiates third party vendor relationships and contracts on behalf of the client; Manages dedicated service team; Serves as technical expert, assisting department members to resolve complex issues; Creates new client sales opportunities; Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned

Requirements

Bachelor's Degree equivalent combination of education and experience; Eight (8) or more years related work experience; Valid Insurance License; Must continue to meet Continuing Education requirements for license renewal; Excellent verbal and written communication skills; Good problem solving and time management skills; Ability to work within a team and to foster teamwork; Good planning, organizational and prioritization skills; Proficient in Microsoft Office Suite