Account Executive, Employee Benefits

SUMMARY

The Account Executive provides efficient, professional, and courteous service to Employee Benefits clients. In conjunction with the team, the Account Executive plans and executes an appropriate service plan for each client. This role will build effective working relationships with each client in order to understand their unique insurance needs. The Account Executive will coordinate with service and sales as appropriate to create a meaningful and impactful client experience.

In this role, you will contribute to the team by:

•        Providing a top tier Client experience to existing accounts and potential clients, ensuring retention and client satisfaction


•         Managing internal renewal processes and timelines for book of business along with meeting cadence with clients


•         Assisting with preparation of new business and renewal submissions


•         Leading implementation of new lines of coverage and carrier changes


•         Maintaining the account in conjunction with the Consultant/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts


•         Developing strategic solutions with the Consultant/Client Executive


•         Creating presentation materials for client meetings


•         Communicating with carriers in a professional manner to negotiate the needs of the client


•         Preparing employee communications materials, such as benefit guides, brochures, flyers, and payroll stuffers


•        Conducting group education and enrollment meetings at client sites or via webinar as required


•         Using agency management tools effectively and consistently and ensures that the process and procedures are being followed and services are delivered timely


•         Informing team of major developments, issues, renewals results, etc. as required


•         Independently managing specific clients, ensuring retention and overall client satisfaction


•         Providing client with required compliance information


•         Attending onsite and offsite client meetings as necessary


•         Acting as a backup to team personnel when necessary


•         Maintaining confidential information


•         Performing other duties and special projects as assigned

You may be a great fit for this role is you:

•        Love delivering a great client experience


•         Are passionate about developing health and risk management strategies for clients


•         Thrive in work that requires an analytical thought process with a high level of problem-solving skills


•         Have a high attention to detail


•         Possess exceptional prioritization skills with the ability to meet multiple deadlines


•         Have superb communication skills, both written and verbal, and are comfortable and efficient in presenting to large groups


•         Have the ability to build strong relationships and connect well to all types of people


•         Are proficient in Microsoft Office, including Outlook, Excel, Word, PowerPoint, and Calendar management


•         Enjoy prioritizing multiple projects/tasks and can adapt quickly to internal and external requests


•         Active Life & Health License, or the ability to obtain the license within 3 months of employment

Required:

•         3+ years of experience in a similar role at another insurance agency


•         215 (Life & Health) License


•         Must be available to commute/work in office in one of our South Florida Office Locations (Boca Raton, Ft Lauderdale, Miami)


•         Previous experience on similar account size - total book value from $1M to $2M.