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 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 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.
J-18808-Ljbffr
Account Manager - Employee Health & Benefits
As an Account Manager on the Employee Health & Benefits team, you'll be responsible for the daily management of client accounts and coordinating the placement of their insurance coverage with carriers. Account Manager - Employee Health & Benefits. Marsh McLennan Agency (MMA) provides business insura...
Employee Benefits Account Manager
Our client is seeking an L&H licensed, dedicated, and proactive Employee Benefits Account Managerto join their team. Previous experience in employee benefits administration, consulting, or account management. Relevant certifications or licenses, such as Certified Employee Benefit Specialist (CEBS) o...
Employee Benefits Account Manager
Assists Producers and Account Executives with Client service commitments. The Account Manager (AM) is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing accurate, efficient, and e...
Employee Benefits Associate Account Rep - Career Development Program
Employee Benefits Account Representative Program. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored ...
Account Manager, Employee Benefits (Remote)(Northwest Platform)
Account Manager, Employee Benefits. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Perform daily service on...
Employee Benefits Account Manager
Specifically, the responsibilities of the Account Manager will be to service and maintain existing accounts, while identifying opportunities for increasing business. Interfacing with Account Executives, provides a high level of support to Producers in obtaining, maintaining, and expanding business. ...
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). ...
Executive Assistant (Entry Level) (Remote)
D Aceto Services LLC is seeking a motivated and detail-oriented Entry-Level Executive Assistant to join our remote team. In this role, you will provide essential support to executive team members, helping to streamline operations and enhance productivity. This position is ideal for individuals looki...
Account Executive, LE/GE, GTS
Account management with an outcome of increased customer satisfaction and an increase in retention and account growth. Quota responsibility of $800,000+ of contract value within a territory of major client accounts. Account planning and territory management. Strong demonstration of intellect, drive,...
Manager, Digital Analytics
Leading the Digital Behavior and Voice of Customer Analysts team, setting goals and objectives, and providing guidance and mentorship to ensure the team meets project timelines and delivers high-quality work. Minimum 5+ years of managerial experience. Ability to oversee and execute multiple projects...