Account Executive

Employee Benefits Account Executive

Position Overview:

This position manages a complex 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 the company's risk management program.
• This company 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:

3

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.

Pay Range:

$57,000 - $95,000

Our total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. We offer a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.

Equal Employment Opportunity (EEO):

It is our policy not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. We provide all applicants and employees a discrimination and harassment free workplace.