Account Executive - Employee Benefits

Relation Insurance • Dallas, TX

14d

About The Position

The primary focus of the Account Executive will be to serve as the primary business contact, responsible for client satisfaction while consistently providing excellent customer service, as well as representing client needs and goals within the organization to ensure quality. The Account Executive will be responsible for providing accurate and responsive management on more complex accounts while supplying leadership in a team environment. In addition, the Account Executive will build relationships with clients to encourage new and repeat business opportunities.

Requirements

• A Life Accident & Health License from state of domicile is required and must be maintained.
• 10 years’ experience in the insurance industry required.
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word).
• Must be computer literate with the ability to learn new software applications, such as online agency management systems and carrier sites.
• In-depth knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

Nice To Haves

• College degree preferred.

Responsibilities

• Serves as client advocate and a primary point of contact for assigned accounts.
• Develops professional business relationships with all clients and demonstrates a clear understanding of the client’s core business.
• Manages client expectations, service commitments, and anticipates needs of the client.
• Understands client’s deficiencies in coverage and consults with them to make sure they are fully covered to limit any exposures.
• Analyses employee benefits accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and control.
• Works with larger and complex accounts and assists clients with the strategic design of insurance plans.
• Acts as field underwriter and authorized representative of the insurance carrier to determine if coverage should be bound.
• Strategically remarkets renewals to ensure a high level of account retention.
• Prepares proposals for the client.
• Provides service to current and new clients by informing and educating them concerning policy coverage and/or changes in an automated environment.
• Assists clients in submitting first reports of claims by obtaining adjusters or visits from agency staff (i.e. Claims Advocate).
• Reviews audits of policies and verifies their accuracy.
• Reviews cancellations and determines reason for cancellation requests with an attempt to save accounts, as appropriate, while maintaining the agency’s financial equity.
• Assures policies are accurate and renewed in a timely manner.
• Recommends process improvements as needed.
• Special projects and other duties as assigned.

Benefits

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees