Employee Benefits Account Manager or Account Executive

Summary

As an Employee Benefits Account Manager or Account Executive, you will be responsible for managing client relationships and ensuring exceptional service in the insurance sector. This role requires strong communication and collaboration skills, along with a solid foundation in insurance sales. You will leverage your negotiation and analysis skills to tailor benefits solutions that meet client needs. Join our team to make a meaningful impact in the lives of our clients.

Qualifications and Education Requirements

· Bachelor Degree (Preferred)

· 5 Year of Insurance or Account Management Related Experience

· Pennsylvania Life and Health License

· Pennsylvania Property and Casualty License (Preferred)

· Experience with Microsoft Excel, Word, Outlook and Teams (Preferred)

· Experience with Applied Epic (Preferred)

Competencies for Success

· Ability to Multi-Task

· Ability to Prioritize

· Adaptability

· Approachable

· Customer Focused

· Communication (Excellent at Listening and Written & Oral communication)

· Desire for Excellence

· Desire to grow & Ability to Learn

· Detail-Oriented

· High Emotional Intelligence

· Integrity

· Initiative to Meet Client Needs

· Organizational & Planning Skills

· Positive Attitude

· Proactive and Problem-Solving Orientation

· Professional Social Media Profiles

· Self-Starter

· Stress Management

· Team Player

· Time Management

Role and Responsibilities

This position requires strong interpersonal skills, industry knowledge and experience to help develop and maintain quality relationships with our clients as well as our insurance companies and client resource partners. This role will focus on the following scope of work:

Customer Service

· Provide an unwavering commitment to customer service with the ability to build productive relationships.

· Provide customers timely and accurate information regarding their questions, policy information and compliance issues.

· Execute and/or oversee execution of client changes including enrollments, terminations and other modifications.

· Diagnose, advise clients and resolve complex service issues including eligibility, billing, compliance and claims.

· Remarketing and placing renewal accounts with a wide range of client solutions

· Onboard new clients

· Conduct enrollment meetings and client reviews

· Advise clients on employee benefits and voluntary products

· Advise clients’ employees of best practices and resources to help manage their health care options

· Advise clients of resources available to help them manage HR, Payroll, etc.

· Partner with the Sales Team and Department Manager to meet and exceed customer’s service expectations.

· Be proficient with and maintain client data with agency and carrier technology.

Measurements of performance

· Assist in writing new business and cross-selling policies monthly.

· Retain 90% or greater of new business (Under 1 Year in the system) revenue.

· Retain 94% or greater of existing business (1 Year or More in the system) revenue.

Direct Reports

This position does not have any supervisory responsibilities.

Compensation

This position is a salaried position with performance based incentives.

Work Schedule Expectations

Available Monday through Friday during normal business hours

Job Type: Full-time

Pay: $70,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental Pay:

• Bonus opportunities

Ability to Commute:

• Waynesburg, PA 15370 (Required)

Work Location: Hybrid remote in Waynesburg, PA 15370

Salary : $70,000 - $100,000