Employee Benefits Account Executive

Position Summary:

The Employee Benefits Account Executive shall recommend appropriate lines of coverage, monitor client’s plan expenditures throughout the year and make recommendations to control costs if needed.  Maintain knowledge of legislative updates and advise clients as to how they will affect plan designs and costs.

Essential Functions:

• Develop current, referral and new clients.
• Provide Benefits Review Process / RFP Process through strategic planning.  Develop and communicate sound renewal strategies to client.  Participate in the sale of new business and renewals to clients and prospects
• Track renewal date by client & policy in order to begin process in appropriate amount of time; contact vendors to request renewal; contact clients to discuss renewal options.
• Complete request for proposals (RFP) paperwork to distribute to the marketplace; process includes preparing RFP's for renewing clients and prospects in the areas of group life, health, disability, wellness, EAP, AD&D and other group benefit products as available and in accordance with state and federal regulations utilizing database, word processor and spreadsheets.
• Consolidate RFP data and vendor product information for client presentation.
• Make client presentations and resolve client questions and problems in order to close sale.
• Provide or coordinate client service with Account Manager(s) as needed.
• Communicate case status with Producer, Marketing Assistant(s), Account Manager(s) and Clients.
• Assure sold business cases are completed in conjunction with Account Manager(s) and Marketing Assistant(s).
• Prepare monthly Critical Path reports
• Present client mid-year review.
• Remain current on new products, marketing concepts and related legislation. 
• Attend continuing education courses and miscellaneous seminars to continue career growth.
• Travel to prospect and client location as required for sales calls, enrollment meetings, policy/contract delivery, problem resolution, and goodwill.
• Back up Account Managers as needed; correspond with clients, resolve issues, provide guidance and perform enrollment meetings; ongoing support.

Experience / Educational Requirements:

• Bachelor’s degree preferred
• 5+ years of related experience within a brokerage environment
• Experience supporting the large group market (100+ lives)
• Self-funding experience is preferred but not required
• Knowledgeable of health and related group insurance products, general financial practices, policy servicing and application processing.
• Group I license for life and health required.

**This is a hybrid role, requiring three days per week in the office.**