Account Executive - Employee Benefits

Job Summary:
The Account Executive works closely with a senior producer to manage their book of business, oversee client relationships, and facilitate the sales and administrative processes for Employee Benefits clients.

Key Responsibilities:

• Manage all aspects of the existing Employee Benefits book of business to ensure complete client satisfaction and fulfillment of all coverage and service commitments made by the producer and agency.
• Assist the producer in achieving new business and retention goals. Proactively seek new lines of coverage for current and prospective clients and act on cross-sell opportunities.
• Conduct reviews of existing plans and coverages for new clients to ensure proper alignment with client needs.
• Oversee the renewal marketing process by coordinating with the producer to develop proposals and recommendations, negotiating renewals with carriers, and delivering recommendations to clients or accompanying the producer for presentations.
• Manage the implementation process of new business and renewals, including renewal meetings, onboarding, and delivery of administrative resources.
• Build and maintain relationships with key client contacts under the direction of the producer.
• Assist with obtaining reports and meeting with clients regarding claims, risk management, and employee benefits compliance, conducting monthly or quarterly check-ins as needed.
• Maintain relationships with carrier representatives, staying up to date on new products, procedural changes, and market trends. Attend relevant seminars, classes, and carrier meetings.
• Collaborate with the Proactive Services Team to ensure clients receive appropriate services, including creating and delivering Proactive Services schedules for clients.
• Keep clients informed on compliance requirements and industry changes through meetings, webinars, legislative updates, and other available resources.
• Act as the liaison between the client, carrier, and internal staff on escalated service issues, ensuring concerns are resolved efficiently and effectively.

Job Requirements:

• Ability to plan, organize, implement, monitor, and adapt within a team-oriented environment.
• Strong interpersonal and communication skills.
• Excellent customer service, organizational, and time management abilities.
• Proficiency in Microsoft Office applications.

Preferred Education & Experience:

• Minimum of 5 years in client service and/or sales, preferably in Employee Benefits.
• 2 or more years of experience in underwriting, sales, or account servicing in Employee Benefits.
• Strong knowledge of Employee Benefits plans, carrier guidelines, compliance regulations, and legislative changes.