About the Role
The Employee Benefits Account Executive, Team Leader is a newly created role inspired by this Chicago independent insurance agency’s rapid growth and need to continue providing excellent service and resources to a diverse client base.
Duties & Responsibilities
The goals for this position all come back to the need for planning and positioning. Your vision and ability to execute on strategy put the department ahead of the curve with plenty of capacity to take on more, diverse clients. They look to you to be:
- Client Facing- i.e. partnering with the current service team, producers, carrier reps, vendors and accounts to maximize the potential for new client revenue and a high level of existing account retention.
- Set Strategy for client service deliverables and department goals including obtaining tools and HR resources the agency needs to offer clients to compete with other brokers.
- Best Practices with a focus on streamlining process and procedures + technology utilization to optimize efficiencies.
- Hire, train, and develop benefits sales and service employees.
Skills & Experience
- Minimum five (5) years of experience in employee benefits insurance sales or client service. Retail agency experience is required.
- Self-funded, 100+ ees experience is required.
- Active Life & Health insurance license.