About the Role
The Employee Benefits Account Executive is with a large insurance brokerage that has a wide geographic reach but still takes a local approach to client management. They encourage a collaborative culture. Most of their accounts are in the Midwest and travel will be required to meet with clients on-site. They require a hybrid schedule is you’re near an existing office and to work EST hours.
Duties & Responsibilities
This role is designed to work on large group health and welfare accounts. Most accounts are over 100 lives with the target being 500+. Self-funded knowledge will be an important component of your job. Other responsibilities include:
- Negotiate renewals
- Prepare for and participate in renewal and strategy meetings
- Coordinate RFPs, data analysis, spreadsheeting, utilization/financial reports, plan documents, and so on
- Lead the oversight and execution of daily service issues, resolve escalated issues, compliance related matters, etc.
Skills & Experience
- Minimum seven (7) years of life and health insurance industry experience providing client management & consultation to larger cases at a major medical insurance company or retail agency/broker
- Senior account manager capabilities including involvement in the sales process (renewal presentations, reviews, carrier negotiations)
- State insurance license