Employee Benefits Account Executive (HYBRID)

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Job details

This Jobot Job is hosted by Dana Stark

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Salary $165,000 - $210,000 per year

A Bit About Us

We represent insurance providers that are trusted names in the business to negotiate personal insurance, commercial insurance, as well as employee benefits and bonds.



Why join us?


We are one of New England's largest independent agencies with decades of building winning partnerships.

Job Details

Position Title Employee Benefits Account Management Executive

Position Summary The Employee Benefits Account Management Executive will manage key relationships within our Major Accounts Division, interact with existing & potential clients on a day-to-day basis, develop & implement high level employee benefits strategies and provide targeted service to our most complex clients

Job Responsibilities

• Provide high level strategic direction to our most complex clients including but not limited to contribution strategy, employee engagement, benefits education, underwriting, employee retention, pharmacy benefit management, plan design, etc.
• Act as client-facing lead for day-to-day client needs, issue resolution, vendor partner management and meeting scheduling. Works in partnership with VP, Major Accounts on delivering on elevated needs, issues and negotiation.
• Will work within a client-specific team to serve all clients need. Successful AE will bring confidence, experience, and recommendations to the team on how best to serve existing and emerging clients needs.
• Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence
• Assess client needs and provide advice on appropriate coverage levels and products.
• Assist client with documentation requirements, including review and consultation with client’s staff and legal counsel when appropriate.
• Respond to telephone calls and correspondence from existing or potential customers in a timely manner
• Provide additional product offerings to existing customers in order to increase sales opportunities and meet customer needs.
• Respond to customer complaints and resolve matters in a satisfactory manner.
• Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.
• Keep up to date on all products and services offered by the agency.
• Attend industry training programs as necessary.
  
  

Qualifications

Education – Bachelor’s Degree or equivalent experience.

Required Job Skills

• 10 years of experience, with a minimum of 5 years in a client-facing leadership role
• Demonstrated expertise in working with large, complex, strategic clients
• Ability to work in face-paced, collaborative team structure
• Experience in building, fostering and advancing relationships with primary client contacts
• Flexibility to be present, on-site and in-person, at client meetings in New England
• Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint) and understanding of social media platforms.
• Efficient and creative in preparing materials to presented to clients
• Proven experience managing complex employee benefits clients.
• Strong customer service skills and communication skills (both verbal and written).
• Valid driver's license and reliable vehicle.
• Life & Health Producer license. Consulting license preferred.
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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Click our Jobot logo and follow our LinkedIn page!