5+ years of experience in Group Benefits (agency or carrier)
Texas Life & Health License required
Strategic mindset for navigating complexities
Bilingual in English and Spanish highly preferred
Strong communication skills (verbal and written)
Proficiency in relevant software and tools.
Responsibilities
Oversee client relationships and service tasks to ensure timely objectives are met
Analyze and compare insurance plans while keeping abreast of industry changes
Serve as a liaison to resolve complex service issues with clients and partners
Educate clients on benefits and lead implementation projects
Conduct and document client meetings regularly
Prepare reports for management and support team developments
Mentor team members and foster industry knowledge within the team.
Benefits
Competitive compensation package
Professional development track for career growth
Generous time-off allowance with major holidays
Comprehensive benefits including a 401(k) match
Gym membership reimbursement
Hybrid work schedule, 2-3 days in the Houston office.
Full Job Description
Position Summary The Employee Benefits Account Executive holds ultimate responsibility for comprehensive management of an assigned book of business. This includes the vital roles of ensuring client satisfaction, timely project management and strategic planning. Close collaboration with Consultant-Producers, Clients, Account Management, and the Group Benefits Support Team is essential to ensure the complete service offering and deliverables are provided proactively and thoroughly.
Essential Duties and Responsibilities
Oversee the client relationship and client service-related tasks, including executing client strategy, coordinating with team members to meet deliverables, optimizing task assignments, monitoring project progress, ensuring the timely accomplishment of objectives, and adherence to best practices.
Acquire an understanding of clients' insurance objectives, critically analyze and compare insurance plans, and stay updated on industry changes and external conditions.
Act as a liaison between clients and carriers, TPA's and vendor partners, etc to resolve complex service issues, including claims, billing, eligibility, final term negotiation and compliance.
Educate, advise, and serve as a technical expert for clients and team members on all aspects of benefits, including leading implementation projects, identifying benchmarking, evaluating claims reports, etc.
Manage and conduct client meetings regularly, initiate client communication, and document conversations effectively.
Prepare necessary reports for management and contribute to additional projects supporting the development and advancement of the Employee Benefits team.
Act as a champion subject matter expert on one or more topics to foster an environment of continuous improvement.
Provide mentorship and training to team members, facilitating their understanding of industry intricacies and fostering excellent team relationships.
Qualifications and Experience
Bachelor's degree preferred
5+ years of experience in Group Benefits either working on the agency side or the carrier side.
Must be able to work independently and build strong client and company relationships.
Texas Life & Health License is required. Keep license current by proactively maintaining CE hours.
A strategic mindset, adept at navigating complexities and emerging with clarity and purpose
Bilingual in English and Spanish highly preferred
Strong communication skills (verbal and written forms; on the phone and in person)
Proficiency in Applied Systems, electronic signature platforms, Microsoft Office, Adobe Acrobat, and related tools
What You Will Experience
Competitive compensation package
Professional development track to support career growth
Generous time-off allowance, as well as major holidays
Comprehensive benefit selection, including company 401(k) match
Gym membership reimbursement
This role is hybrid with 2-3 days in the office weekly in our Houston office.
