Account Executive Lead - Employee Benefits
About The Position
Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages all client required services and maintains client relationship with minimal input from Producers; Manages large book of business through direction of employees on service team; Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities; Acts as direct point of contact for client from time of lead; Acts as the lead representative to an assigned book-of-business; Participates in team selling process including finalist interviews and RFP responses; Prepares and presents to client renewal analysis; Sells renewal business to existing clients and where applicable, sells additional lines of coverage; Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals; Provides analysis and recommendations concerning client's existing coverages; Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations; Receives and responds to client inquiries including benefit and claim questions and issues; Reviews client coverage contracts and amendments for accuracy; Manages and negotiates third party vendor relationships and contracts on behalf of the client; Manages dedicated service team; Serves as technical expert, assisting department members to resolve complex issues; Provides mentoring and coaching to departmental staff; Creates new client sales opportunities; Creates motivational action plans for personnel development in conjunction with defined performance goals; Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned.
Requirements
- Bachelor’s degree or equivalent combination of education and experience
- Ten (10) or more years’ related work experience
- Valid insurance license
- Must continue to meet Continuing Education requirements for license renewal
- Proficient in Microsoft Office Suite
- Excellent verbal and written communication skills
- Good problem solving and time management skills
- Ability to work within a team and to foster teamwork
- Good planning, organizational and prioritization skills
Responsibilities
- Manages all client required services and maintains client relationship with minimal input from Producers
- Manages large book of business through direction of employees on service team
- Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities
- Acts as direct point of contact for client from time of lead
- Acts as the lead representative to an assigned book-of-business
- Participates in team selling process including finalist interviews and RFP responses
- Prepares and presents to client renewal analysis
- Sells renewal business to existing clients and where applicable, sells additional lines of coverage
- Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals
- Provides analysis and recommendations concerning client's existing coverages
- Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations
- Receives and responds to client inquiries including benefit and claim questions and issues
- Reviews client coverage contracts and amendments for accuracy
- Manages and negotiates third party vendor relationships and contracts on behalf of the client
- Manages dedicated service team
- Serves as technical expert, assisting department members to resolve complex issues
- Provides mentoring and coaching to departmental staff
- Creates new client sales opportunities
- Creates motivational action plans for personnel development in conjunction with defined performance goals
- Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
- Other duties as assigned
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
