SUMMARY
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.
ESSENTIAL DUTIES AND 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.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor’s degree or 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
SKILLS
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
Account Executive - Employee Benefits
Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages mid market book of business through direction of employees on service team;. ...
Employee Benefits Account Executive (HYBRID)
Position Summary: The Employee Benefits Account Management Executive will manage key relationships within our Major Accounts Division, interact with existing & potential clients on a day-to-day basis, develop & implement high level employee benefits strategies and provide targeted service to our mos...
Account Executive Lead - Employee Benefits
Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages large book of business through direction of employees on service team;. ...
Employee Benefits Senior Account Manager
Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. Part...
Remote Account Executive / Sales (Work from home)
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. This role is entirely remote and offers full-time/Part time hours with flexibility. Comfortable working remotely and independently. Remote position (Work from home). ...
Operations Manager
The Operations Manager is responsible for overseeing the day-to-day operations functions of the facility to make sure all departments are organized, efficient, and effective in their daily tasks and responsibilities are achieved. ...
Senior Manager Data Operations
The Senior Manager Data Operations will have a strong background in leading teams focused on run operations for an enterprise data platform. As a Senior Manager of Data Operations, you will:. In this role you will oversee the operational aspects of the bank's data platform including system operation...
Manager - Environmental Services Operations
The EVS Operations Manager ensures that all managers and supervisors have the knowledge, skill and competency to oversee their assigned areas of responsibilities. The EVS Operations Manager supports the Director of Environmental Services by providing leadership and direction to the Environmental Ser...
Regional Sales Manager (Northeast)
Genie is hiring a Regional Sales Manager to cover our East Coast territories, responsible for maintaining and establishing our customer base. Genie Aerial Work Platform products, developing plans to ensure continued growth in assigned areas or territory by developing sales forecasts and securing sal...
Remote Administrative Assistant (No Experience Required) - Earn $25/hr-$45/hr, Full-Time/Part-Time, Flexible hours
...