What are the responsibilities and job description for the Employee Benefits Account Executive position at M.E. Wilson Company?
Summary:
We are seeking a proactive and client-focused Account Executive to join our Employee Benefits Department. This role is responsible for managing client relationships, ensuring smooth benefit plan administration, and assisting with renewals, compliance, and open enrollment processes. The ideal candidate will have experience in employee benefits, strong organizational skills, and the ability to provide excellent service to our clients.
Duties/Responsibilities:
- Manage client partnership calendar, including onboarding, renewals, compliance alerts, 5500 filings, and plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.).
- Assist in Open Enrollment preparation and execution.
- Prepare and present client-facing materials, including claim experience, benchmarking, rate renewals, plan design alternatives, contribution modeling, and renewal recommendations.
- Maintain all policy aspects of assigned accounts.
- Communicate clear expectations to clients professionally and proactively.
- Ensure accuracy and timeliness when interacting with clients, internal teams, and insurance carriers.
- Manage client inquiries and work with insurance carriers to resolve issues.
- Conduct enrollment meetings as needed with prepared materials.
- Assess existing lines of business to determine if additional coverage should be added and seek proposals from carriers accordingly.
- Develop strong relationships with clients, insurance carriers, and vendors.
Required Skills/Abilities:
- Strong verbal and written communication skills.
- Excellent organizational skills and attention to detail.
- Proficiency in Microsoft Office Suite (Word, Excel, Publisher, Outlook, PowerPoint) and ability to learn additional software systems.
- Strong presentation skills.
- Ability to manage multiple tasks and prioritize effectively.
- Strong customer service mindset with a problem-solving approach.
Education and Experience:
- 2-15 state insurance license required (or ability to obtain within an agreed-upon timeframe).
- 5 years of experience in employee benefits or related field.
Additional Requirements:
- Ability to travel up to 20% for client meetings.
Benefits & Perks
We value our employees and are committed to providing a comprehensive benefits package that supports your well-being and work-life balance, here’s what we offer:
Health & Wellness
- Medical, Dental, and Vision Insurance
- Employer-Sponsored Life Insurance
- Long-Term Disability & Employer Sponsored Short-Term
Financial Benefits
- 401(k) with Company Match
Work-Life Balance
- Generous Paid Time Off (Starts at 4 Weeks)
- Additional Volunteer PTO to Give Back to Your Community
EEOC Statement:
M.E. Wilson is an equal employment opportunity firm and complies with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin, disability, military status, marital status, and any other category protected by law. We are committed to fostering an inclusive and diverse work environment where all employees have equal opportunities for growth and success.
