Job Summary :
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The Account Executive works closely with a senior producer to manage their book of business, oversee client relationships, and facilitate the sales and administrative processes for Employee Benefits clients.
Key Responsibilities :
- Manage all aspects of the existing Employee Benefits book of business to ensure complete client satisfaction and fulfillment of all coverage and service commitments made by the producer and agency.
- Assist the producer in achieving new business and retention goals. Proactively seek new lines of coverage for current and prospective clients and act on cross-sell opportunities.
- Conduct reviews of existing plans and coverages for new clients to ensure proper alignment with client needs.
- Oversee the renewal marketing process by coordinating with the producer to develop proposals and recommendations, negotiating renewals with carriers, and delivering recommendations to clients or accompanying the producer for presentations.
- Manage the implementation process of new business and renewals, including renewal meetings, onboarding, and delivery of administrative resources.
- Build and maintain relationships with key client contacts under the direction of the producer.
- Assist with obtaining reports and meeting with clients regarding claims, risk management, and employee benefits compliance, conducting monthly or quarterly check-ins as needed.
- Maintain relationships with carrier representatives, staying up to date on new products, procedural changes, and market trends.
Attend relevant seminars, classes, and carrier meetings.
- Collaborate with the Proactive Services Team to ensure clients receive appropriate services, including creating and delivering Proactive Services schedules for clients.
- Keep clients informed on compliance requirements and industry changes through meetings, webinars, legislative updates, and other available resources.
- Act as the liaison between the client, carrier, and internal staff on escalated service issues, ensuring concerns are resolved efficiently and effectively.
Job Requirements :
- Ability to plan, organize, implement, monitor, and adapt within a team-oriented environment.
- Strong interpersonal and communication skills.
- Excellent customer service, organizational, and time management abilities.
- Proficiency in Microsoft Office applications.
Preferred Education & Experience :
- Minimum of 5 years in client service and / or sales, preferably in Employee Benefits.
- 2 or more years of experience in underwriting, sales, or account servicing in Employee Benefits.
- Strong knowledge of Employee Benefits plans, carrier guidelines, compliance regulations, and legislative changes.
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