What are the responsibilities and job description for the Senior Account Executive / Consultant / Sr. Account Manager - Employee Benefits position at Apex Benefits Group?
Are you interested in joining a successfully growing organization that has been recognized repeatedly as a state and national Best Places to Work? If so, join Apex Benefits!
Apex Benefits, a leading benefits consulting firm headquartered in Indianapolis, Indiana is looking for a growth-minded, dynamic, strategic benefits senior account executive.
Job Summary
Provide outstanding customer service, effective process management and consultative analysis working in collaboration with a Client Advisor. Serve as the primary technical and operational liaison between Apex Benefits and clients. Manage book of insurance business and serve as the primary contact for retention and growth of group accounts. Typical group size is 100-10,000 plus employees.
The starting salary for the Senior Account Executive is $75,000 commensurate with experience, with a first-year commission goal of $20,000 and quarterly bonus opportunities.
Summary of essential job functions / responsibilities
- Consult with large account representatives, carrier representatives, underwriters, business partners and service teams on all aspects of complex benefit programs, alternate funding options and vendor services to meet customers strategic financial and benefit coverage goals.
- Combine outstanding relationship building and communication skills to work collaboratively with internal team and external partners and clients to deliver exceptional customer service.
- Responsible for client relationships - proactively work to establish and maintain effective client relationships and continually look for ways to add value.
- Implement and set up new clients according to established Best Practices at Apex Benefits
- Organize and prepare material for client meetings to be presented by Advisor or Account Executive
- Assist with development of client’s short and long-range planning strategies and goals
- Monitor client’s goals from inception through renewal via execution of the Apex Benefits Service Cycle
- Actively seek opportunities to develop additional lines of coverage for existing clients
- Manage communication, product placement and carrier relations through the renewal process
- Work with chosen vendors setting up client programs timely and efficiently, ensuring that all necessary paperwork is complete and accurate
- Work with Advisors and internal staff to ensure superior retention results
- Nurture excellent client relations and consulting best practices regarding client problem resolution and facilitate carrier / client relations
- Create and maintain both paper and electronic files with client appropriate documentation including tracking the receipt of appropriate contracts, agreements, reports and reviewing them for accuracy
- Documenting customer service notes and action items in our internal database
- Supporting the completion of 5500 and other legislative plan requirements for clients
- Provide client summaries to Apex Benefits leadership
- Adhere to standards of quality established by Apex Benefits
Minimum requirements
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Additional Information
Apex Benefits Group, Inc believes in equal opportunity employment and does not discriminate based on age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability, or any other legally protected status.
Salary : $20,000 - $75,000