Employee Benefits - Senior Account Executive

About the Firm

Your job, as an Employee Benefits Senior Account Executive, is a critical one at Procyon Partners. Procyon Partners is a vibrant growing financial services firm with individuals and employer groups as clients. You will be client-facing, responsible for a block of business comprised of large-group clients (clients with 50 or more employees), and will serve as the primary point-of-contact for all service-related needs for your designated clients. You will support many administrative and client service aspects of the client’s relationship with the firm. You will work under the direction of the Executive Vice President of Employee Benefits and in close coordination with our producers, financial analysts and administrative support.  

Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. Ideal candidates will reflect our firm’s personality traits, which are:

Passionate – We show up with energy & enthusiasm every day.

Driven – We work tirelessly to achieve exceptional outcomes.

Approachable – We always make sure people feel welcome.

Candid – We tell it like it is in language you will understand.

Caring – We have your back.

Firm Priorities

·        Growth                              We are committed to growth.

·        Efficiency                           We desire to run the firm as efficiently as possible.

·        Exceptional Outcomes       We want all our clients to have an exceptional outcome.

About the Job

Senior Account Executives are incredibly thorough in their work, possessing strong time management and problem-solving skills. The ability to multi-task and adapt to rapidly changing priorities is important. The ideal candidate is detail and service oriented.  You effectively communicate information to clients and colleagues alike and work well within a team construct.

Key Tasks 

§  Establish and maintain strong relationships with colleagues, clients, insurance carriers and vendors

§  Make regular proactive phone/email client contact

§  Manage assigned book of business, assisting clients with various inquiries including claims, billing and coverage questions from employees and clients

§  Collaborate with the team to compile client renewal presentations and strategic planning initiatives

§  Quarterback enrollment system build and open enrollment updates

§  Develop materials for employee communications to educate employees about their benefits package

§  Conduct onsite and/or virtual meetings with clients, employees and business partners

§  Manage new client implementation process

§  Assist clients in ensuring compliance efforts

§  Meet in person with clients as necessary, air travel may be required

What’s Required

§  Minimum 5 years’ client service experience within the employee benefits industry primarily supporting employers with 50 or more employees. Could be a carrier or third-party administrator, or other broker/consultant firm.

§  Expertise with medical and ancillary (life and disability) coverages

§  Strong attention to detail and ability to perform work with a high degree of accuracy

§  Superior client service and problem-solving abilities

§  Communications skills

• Friendly personality
• Adept at written and verbal communications

§  Hardworking, responsive, efficient and proactive

§  Demonstrates cooperation, collaboration and accountability

§  Works independently but is “coachable”

• Self-manages projects throughout entire lifecycle
• Reliable and honest

o   Committed to compliance standards and policies

• Ability to work within a growing firm culture (autonomy and innovation encouraged)

Optional  

While not a requirement familiarity with the below tech stack are a plus:

§ CRM: Salesforce / BrokerageBuilder

§ Computer proficiency with MS Office suite 

§ Enrollment Systems: Employee Navigator, ADP, Paylocity, bswift, Paycor

Base Salary & Bonus

We pay a competitive salary and an annual discretionary bonus for this role (10% target). In addition, the annual bonus is subject to a firm multiplier to reward employees for the firm’s overall performance.

Why Work for Procyon

Procyon is a growing firm with over 50 employees across eight states.  Our Employee Benefits Practice provides benefits and retirement plan consulting services, while our Registered Investment Advisor (RIA) manages over $7 billion dollars on behalf of over 1,300 private clients and institutions. In addition, we are expanding our footprint in tax, insurance (personal and business), and trust services as well. While our original office is in Shelton CT, we also have physical offices in Melville NY, NYC, and Fulton MD.

Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients, but also want Procyon to be a great place to work. We currently follow a hybrid work schedule, allowing employees to work from home 2-3 days per week. We have fun Procyon events regularly to maintain our exceptional culture. We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations.

As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm.

Our benefits package is competitive with medical, dental, vision benefits, 401(k) match, and four weeks’ vacation from the start. We also follow the NYSE holiday schedule. The dress code is business casual with the occasional suit or equivalent needed for client meetings.

Please visit our website www.procoyonpartners.net for additional information.