Employee Benefits Account Executive
General Description : Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts.
Includes strategic planning responsibilities.
Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.
Major Responsibilities :
- Manage a complex book of business with various funding methods, advanced contract features and structure that requires a higher level of experience, technical expertise, and customization.
- Primary contact between clients and insurance carriers. Provide best-in-class service to retain clients and drive growth.
- Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.
- Manage client renewals. Negotiate terms and conditions with carriers on behalf of clients.
- Lead client meetings regarding renewals and utilization reports.
- Champion client cross-selling initiatives and develop customer accounts.
- Lead client interests in internal USI Technical Resources where appropriate.
- Represent client interests during internal USI account strategy meetings.
- Participate in peer review as both participant and reviewer of standard and complex deliverables.
- Anticipate client needs and identify the strategies to solve them.
- Prepare materials for client meetings. Including but not limited to agendas, reports, calendars, custom reports, etc.
- Technical expert for clients and internal team members on all Compliance topics. Includes, but not limited to, ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
- Conduct on-site and virtual meetings to communicate or administer benefit plans for clients.
- Develop employee communications for renewal changes, enrollment procedures, miscellaneous benefit changes, and / or clarifications.
- Resolution support and oversight of employee issues such as enrollment and billing issues.
- Develop and deliver periodic training content to other service team members.
- Ownership for multiple initiatives and special projects to support the service team.
Knowledge, Skills, and Abilities :
- 4+ years of experience in the employee benefits industry or related marketplace. College degree preferred.
- Strong knowledge of Employee Benefits.
- Must currently hold life and disability insurance license or obtain it within 4 months following the date of employment.
- Comfortable with internet-based programs and Microsoft Office products.
- Strong communication, negotiation, and presentation skills.
- Able to work in a fast-paced, team environment with minimal instruction.
- Able to define problems and generate potential solutions.
- Keep informed about industry information, technology, and trends.
- Good attention to detail and ability to self-check work.
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