Employee Benefits - Account Executive

Ansay & Associates•Port Washington, WI

About The Position

Essential Duties & Responsibilities Develop, implement and manage client Service Plans with Producer and Account Management team. Meet with clients on a regular basis as determined by the client service plan. Cross-sell existing business in personal book and co-produced accounts responsible to retain. Assist with necessary marketing for preparation of bid specifications and new sales process. Assist with marketing on top accounts to verify bids meet the specifications. Assist Producer and Account Manager in pre-renewal meetings as set in the workflow procedures and accounts defined by the agency. Prepare Stewardship Report prior to pre-renewal/proposal meetings. Maintain a proactive service approach and relationship with clients. Assist Producers, Marketing and Account Manager in renewal strategy. Generate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients. Proof policies for accuracy of coverage and contract terms on accounts defined by agency. Assist in solving escalated service issues when needed. Assist in renewal/new proposals/presentations to existing clients and prospects if needed. Document service issues and meetings/phone calls with client in the EPIC Agency Management system. Utilization of ALL technology tools and resources to create internal and external efficiencies and provide value added services to customers. Oversee client education and communication needs. Qualifications & Experience Education: Bachelor’s degree in Business or any other related degree Experience: Related experience includes previous sales & service experience, preferably in Life & Health insurance industry Licenses & Certifications Life & Health License Additional Designations preferred Skills & Competencies Strong verbal and written communication skills with the ability to build effective relationships Excellent analytical, problem-solving, and decision-making abilities Ability to research issues, review materials for accuracy, and clearly summarize policy information for clients Proficiency in Microsoft Office products, including Teams and Outlook Highly organized with strong attention to detail and the ability to manage multiple priorities Self-starter who demonstrates initiative and can work both independently and collaboratively Positive, team-oriented attitude with a strong customer service mindset and passion for the insurance industry Why Work for Ansay? Ansay is a growing, employee-focused insurance agency with strong community roots. We value collaboration, continuous improvement, and professional growth, and we invest in our people through training, technology, and career development opportunities. At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations - It’s the Ansay Way! As such the following core values guide our behaviors: Respect – Compassionate and Loyal Integrity – Honesty and Trustworthy , Accountability – Responsible for Actions & Results , Passion – Unfailing Dedication & Pride In Work , Positive “I Can Do” Mentality – Constant, Never-Ending Improvement , Excellence / Professionalism – High Expectations & Pursuit of Opportunities to further our Capabilities Benefits & Perks Competitive compensation Medical, dental, and vision insurance 401(k) with company match Paid time off and paid holidays Professional development and designation support Career growth opportunities

Requirements

Bachelor’s degree in Business or any other related degree
Related experience includes previous sales & service experience, preferably in Life & Health insurance industry
Life & Health License
Strong verbal and written communication skills with the ability to build effective relationships
Excellent analytical, problem-solving, and decision-making abilities
Ability to research issues, review materials for accuracy, and clearly summarize policy information for clients
Proficiency in Microsoft Office products, including Teams and Outlook
Highly organized with strong attention to detail and the ability to manage multiple priorities
Self-starter who demonstrates initiative and can work both independently and collaboratively
Positive, team-oriented attitude with a strong customer service mindset and passion for the insurance industry

Nice To Haves

Additional Designations preferred

Responsibilities

Develop, implement and manage client Service Plans with Producer and Account Management team.
Meet with clients on a regular basis as determined by the client service plan.
Cross-sell existing business in personal book and co-produced accounts responsible to retain.
Assist with necessary marketing for preparation of bid specifications and new sales process.
Assist with marketing on top accounts to verify bids meet the specifications.
Assist Producer and Account Manager in pre-renewal meetings as set in the workflow procedures and accounts defined by the agency.
Prepare Stewardship Report prior to pre-renewal/proposal meetings.
Maintain a proactive service approach and relationship with clients.
Assist Producers, Marketing and Account Manager in renewal strategy.
Generate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients.
Proof policies for accuracy of coverage and contract terms on accounts defined by agency.
Assist in solving escalated service issues when needed.
Assist in renewal/new proposals/presentations to existing clients and prospects if needed.
Document service issues and meetings/phone calls with client in the EPIC Agency Management system.
Utilization of ALL technology tools and resources to create internal and external efficiencies and provide value added services to customers.
Oversee client education and communication needs.