Position Overview :
This position manages acomplex book of employee benefits business and acts as the primary service contact. The account executive offers a strategic and consultative approach to employee benefits account management.
Primary Responsibilities :
Manages a complex book of business with varying funding mechanisms, advanced contract features and structures, requiring experience and technical knowledge.
Primary contact between clients and carriers with goals of client retention and growth. Regularly communicates with clients and carrier partners (at least quarterly).
Drives renewal process and can lead client meetings regarding renewals and utilization review.
Introduces new products and promotes them through regular visits and frequent communication with intermediaries.Increases profitability of existing product lines by encouraging clients to use added value services wherever possible.
Ensures credibility with clients by maintaining detailed knowledge of current market conditions and competitors’ products and acts as technical expert.
Supports open enrollment process, including preparation, communications and scheduling (if applicable).
Maintains documentation in accordance with HIPAA and company procedures, including keeping agency management system updated in a timely manner.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.
N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.
Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position :
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position :
Skills Required to Perform the Primary Responsibilities of this Position :
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Licensures / Certifications Required to Perform the Primary Responsibilities of this Position :
Life, Accident and Health License required.
Professional insurance designation preferred.
Physical Requirements or Work Conditions Beyond Traditional Office Work :
N / A
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