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Account Executive, Benefits

Gunn-Mowery, LLC
Lemoyne, PA Full Time
POSTED ON 12/11/2024
AVAILABLE BEFORE 2/7/2025

Providing quality insurance products and services to Central Pennsylvania businesses and individuals (and beyond!), Gunn-Mowery, LLC is looking to add a new Upsider to the team!

Why Choose the Upside?

At Gunn-Mowery, LLC, you are never just a number. Our main goal is to hire and retain employees that make a difference with our customers as well as our insurance agency. We pride ourselves on our customer-first attitude, technical knowledge and integrity; the right candidate will embody all three of these traits. We are committed to developing long-term relationships with our clients as well as our employees. Our goal is to ensure a long-lasting, happy career within Gunn-Mowery, LLC. That is what the Upside is all about!

Perks to Becoming an Upsider:

  • Gunn-Mowery, LLC has been named one of the Best Places to Work in Pennsylvania for 15 consecutive years.
  • Work from home capabilities (after 90-day introductory period)
  • Medical, Dental and Vision coverages offered to all full-time employees
  • 401k with a competitive match to contributing employees
  • Company-paid Life, Long-Term Care and Disability insurances
  • Generous Paid Time Off that begins on your first day
  • Paid job-related education as well as encouragement to continuously learn and develop within your role including additional designations and diversity within your scope of knowledge and services to provide to our customers.

Position Summary: The Account Executive Benefits is responsible for managing and servicing an assigned book of business, by analyzing customers’ individual needs, evaluating options, and offering tailored insurance solutions. The Account Executive Benefits is responsible to build and sustain relationships with existing customers and to promote the agency. The primary line of business is Employee Benefits.

In this role, you will:

  • Market, service and promote the agency’s products and services and work at a strategic level to develop and retain customers.
  • Service/Manage a designated group customers, including: analyzing the needs of the customers, evaluating and answering questions regarding coverage, and determining the most suitable product for the customer.
  • Actively manage accounts prior to renewal to identify concerns, external competition, exposure changes and additional coverage needs.
  • Assist existing policyholders through the renewal process with strong communication and market knowledge. Educate customers on policy/product features, advantages and disadvantages. Remarket accounts as necessary.
  • Independently develop and maintain strong knowledge of the marketplace and strong working relationships with company representatives and underwriters. If no coverage is available in the admitted market, investigate risk placement alternatives, if available.
  • Prepare submissions, and negotiate pricing, policy conditions, and terms with selected carriers. Review all quotations with recommendations as to the best options for price, coverage and risk alternatives. Manage quotes, proposals to customers, and bind coverage with insurance carriers within agency authority. Enter and update the agency management system with all detailed information on an ongoing basis.
  • Collaborate with Sales Executive to provide feedback on customer and/or market conditions.
  • Handle telephone calls and personal visits from customers pertaining to their individual risks and coverage requirements, claims, new business, remarkets and additional lines of coverage.
  • For all managed accounts, ensure that all renewals and all requests for changes, endorsements, audits, etc. are properly implemented and comply with the various company requirements.
  • Performs duties independently with little or no supervision, operating from established directions and instructions. Decisions are made within general agency constraints and insurance laws, and require independent decision-making.
  • May visit carriers, providers, and clients.
  • The position involves daily contacts with customers and carriers, which encompasses information exchange, problem solving, quoting, and/or negotiations, significant contact with customers to collect information on any changes to the customer’s characteristics and to analyze the customer’s continued exposure and tolerance to risk, as well as review coverage options and risk management/prevention strategies
  • Thorough technical knowledge of the employee benefits market, including an understanding of insurance forms and risk alternatives. Outstanding verbal and written communication skills.
  • Other duties, as assigned.

What you offer us:

  • Education: Associate’s degree from a two-year college or technical school, or equivalent combination of education and relevant experience.
  • Experience: Minimum 2 years related experience required, significant related experience preferred.
  • Specialized Skills, Knowledge or Licensure: Possess or pass the requirement to be a licensed Life & Health insurance producer.
  • Continuing Education/Training: as required by applicable statutes and regulations.
  • Excellent customer service skills.
  • Performs duties by complying with agency’s established procedures.
  • Good working knowledge of computer office software.
  • Excellent oral and written communication skills.
  • Excellent interpersonal and analytical skills.

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

License/Certification:

  • Life & Health Producer License (Preferred)

Ability to Relocate:

  • Lemoyne, PA 17043: Relocate before starting work (Required)

Work Location: Hybrid remote in Lemoyne, PA 17043

Salary : $55,000 - $75,000

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