Account Executive

Job Summary:

The Account Executive is the “face” to our clients. They contribute to the day to day operational success and directly affect our ability to meet key objectives and deliverables. The Account Executive works closely with the account management team to coordinate the service and placement of employee benefits for clients and will serve as the client’s point of contact for all issues and services related to the account.

Primary Duties and Responsibilities:

The duties listed below are some of the duties that may be assigned and may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties.

• Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other opportunities.
• Educate clients on business trends, compliance, products evolution, and company value proposition.
• Establish vendor relationships and develop referral sources.
• Create and communicate multi-year strategy for clients.
• Create and oversee client wellness program strategies.
• Review client team’s RFPs to ensure proper strategy is being executed.
• Conduct client meetings regarding pre-renewal strategy, renewal, open enrollment, and post renewal follow-up.
• Independently resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements and billing issues.
• Works with account management in support of all pre-implementation functions for both new and renewal clients.
• Responsible for the testing and “sign off” of benefit administration system.
• Manages Enrollment process and provides guidance and support to team members by training, coordinating and work distribution.
• Works with account management team in support of all post-implementation functions for both new and renewal clients.
• Responsible for updating CRM with required documents.
• In addition to maintaining, supporting, and renewing current accounts, they will also be collaborating with producers to provide proposals to prospects and managing new client enrollments.
• Perform additional responsibilities and requests as requested.

Type and Scope of Supervisory Responsibilities:

• This position has no direct supervisory responsibilities.

Skills and Qualifications:

• Excellent verbal and written communication skills
• Experience in Microsoft Office

Work Experience Required for this Job:

• 3-5 years of experience

Education Required for this Job:

• Bachelor’s degree or equivalent experience

Attendance Requirements:

Attendance Requirements:

• Daily attendance is required during normal business working hours
• In-person and/or hybrid attendance occasionally required for company, client and/or team meetings
• The Company reserves the right to require in-person attendance at the Company’s worksite at any time. The Company also reserves the right to make full-time attendance at the Company’s worksite an essential job function for this position if attendance becomes necessary to increase productivity, to develop teamwork, to conduct training, to better address customer needs, or to accomplish any other valid business goal. If full-time attendance requirements for this position materially change, the Company will provide thirty (30) days’ prior notice of the change.

Position Type/Expected Hours of Work:

• This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.
• Core business hours are 8:00 a.m. to 5:00 p.m. but the employee’s schedules are at the discretion of the supervisor and dependent on the needs of the business.

Travel:

• Travel is primarily local during the business day, although some out of area and overnight travel may be expected
• Must have a valid driver’s license

Physical Abilities Required for this Job:

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.

• While performing the duties of this job this individual is frequently required to stand, walk, sit, talk, hear, use their hands and fingers (manual dexterity), use a telephone, and occasionally lift and /or move up to twenty-five pounds.
• Specific vision abilities required by this position include, close vision, and the ability to adjust focus.

Mental Abilities Required for this Job:

• The ability to solve problems, make decisions, supervise others, interpret data, organize information, written and oral communication and read/write.

Attendance Requirements:

• Daily attendance is required during normal business working hours
• In-person and/or hybrid attendance occasionally required for company, client and/or team meetings
• The Company reserves the right to require in-person attendance at the Company’s worksite at any time. The Company also reserves the right to make full-time attendance at the Company’s worksite an essential job function for this position if attendance becomes necessary to increase productivity, to develop teamwork, to conduct training, to better address customer needs, or to accomplish any other valid business goal. If full-time attendance requirements for this position materially change, the Company will provide thirty (30) days’ prior notice of the change.

NOTE: This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable.