Account Executive

JTS Financial Services LLC•Little Rock, AR

22d

About The Position

Job Summary: The Account Executive is the “face” to our clients. They contribute to the day to day operational success and directly affect our ability to meet key objectives and deliverables. The Account Executive works closely with the account management team to coordinate the service and placement of employee benefits for clients and will serve as the client’s point of contact for all issues and services related to the account. Primary Duties and Responsibilities: The duties listed below are some of the duties that may be assigned and may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties. Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other opportunities. Educate clients on business trends, compliance, products evolution, and company value proposition. Establish vendor relationships and develop referral sources. Create and communicate multi-year strategy for clients. Create and oversee client wellness program strategies. Review client team’s RFPs to ensure proper strategy is being executed. Conduct client meetings regarding pre-renewal strategy, renewal, open enrollment, and post renewal follow-up. Independently resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements and billing issues. Works with account management in support of all pre-implementation functions for both new and renewal clients. Responsible for the testing and “sign off” of benefit administration system. Manages Enrollment process and provides guidance and support to team members by training, coordinating and work distribution. Works with account management team in support of all post-implementation functions for both new and renewal clients. Responsible for updating CRM with required documents. In addition to maintaining, supporting, and renewing current accounts, they will also be collaborating with producers to provide proposals to prospects and managing new client enrollments. Perform additional responsibilities and requests as requested.

Requirements

Excellent verbal and written communication skills
Experience in Microsoft Office
Bachelor’s degree in Human Resources, Business Administration, or related field preferred but not required.
High School Diploma or GED required
Daily attendance required in work environment during normal business working hours which are Monday through Friday 8:00 am to 5:00 pm
In-person and/or hybrid attendance occasionally required for company and/or team meetings or onsite visits to clients as required
Must have a valid driver’s license
The ability to solve problems, make decisions, supervise others, interpret data, organize information, written and oral communication and read/write.

Responsibilities

Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other opportunities.
Educate clients on business trends, compliance, products evolution, and company value proposition.
Establish vendor relationships and develop referral sources.
Create and communicate multi-year strategy for clients.
Create and oversee client wellness program strategies.
Review client team’s RFPs to ensure proper strategy is being executed.
Conduct client meetings regarding pre-renewal strategy, renewal, open enrollment, and post renewal follow-up.
Independently resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements and billing issues.
Works with account management in support of all pre-implementation functions for both new and renewal clients.
Responsible for the testing and “sign off” of benefit administration system.
Manages Enrollment process and provides guidance and support to team members by training, coordinating and work distribution.
Works with account management team in support of all post-implementation functions for both new and renewal clients.
Responsible for updating CRM with required documents.
Collaborating with producers to provide proposals to prospects and managing new client enrollments.
Perform additional responsibilities and requests as requested.