Employee Benefits Account Executive

Overview:The Account Executive (AE) is a vital link between Johnson Financial Group (JFG) and its clients. The AE is responsible for facilitating, coordinating and providing support to ensure exceptional service at all points of contact with prospective and existing JFG clients with the goal of acquiring, deepening and retaining target market business.KEY RESPONSIBILITIESPosition Specific ResponsibilitiesDevelop and implement client strategies.Coordinate and manage the implementation and/or commitments outlined in the Client Strategic Plan, to assure the attainment of stated goals, keeping in mind the need for flexibility.Independent execution of Strategic Plan, involving Producer, Account Manager and others as needed.Perform benefits coverage analysis for and make recommendationsPerform analytics to include claims experience, health management reporting, vendor services utilization, etc. Consult with Producer on suggested solutions/remedies to utilization trends identified.Collaborate with Producers on the sales process, which includes successful planning and execution necessary to attain new Target Market business.Understand the full breadth and depth of the JFG portfolio of products and services in an effort to deepen and strengthen JFG client relationships.Actively call/joint call on identified target market segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts.Develop and maintain strong working relationships with business partners to deepen customer relationships across all lines of business.Meets or exceeds client retention goals.Perform proactive customer needs assessments on a regular basis.Develop and deliver quality presentations, tailoring delivery and material to meet set objectives and client needs.Applies sound judgment, innovation and appropriate creativity in management of client relationships.Participate in an active and meaningful role in community and/or industry organizations.Job RequirementsHigh School Diploma required plus at least 5 years of experience with employee benefits. Bachelor's degree preferred.Must hold, or be willing to obtain, a Life and Health License.Excellent client service and communication skills.Proficient computer skills, including Word, Excel and PowerPoint.Ability to work independently and within a team environment.Ability to travel required.