Employee Benefits Account Executive- Hybrid

Employee Benefits Account Executive - Hybrid

Summary:

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of employee benefits.

Job Description:

Responsible for strategic management of assigned book of business.
Assist in developing Employee Benefit programs and initiatives that support the client's goals and objectives.
Delivers enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate.
Coordinates and ensures a smooth transition process for new customers.
Identifies opportunities for adding other lines of coverage or services.
Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary.
Acts as project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communication.
Coordinates and oversees the renewal process, including marketing activities, understanding underwriting and renewal development, and negotiating on behalf of client.
Follows agency policies and procedures including reviewing client contracts, maintaining client files, HIPAA compliance, and agency audits among others.
Ensures accuracy of all Agency management system information for marketing, benchmarking and other purposes.
Updates on-going activity in Agency management system.
Maintains relationships with internal and external business partners and carriers.

Requirements:

3+ years of experience handling Employee Benefit Accounts
Must hold an active state L&H License.
Excellent Customer Service and Organizational skills.
Strong written and verbal communication skills.
High School Diploma: Bachelor's Degree preferred but not required.

Salary/Benefits:

Pay range dependent on skill and contribution level: $80-125K
Hybrid remote working schedule
Competitive benefits package

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