Account Executive - Employee Benefits, Large

Acrisure•Santa Rosa, CA

3d•Hybrid

About The Position

Account Executive s perform more complex responsibilities and are primary points of contact for the clients they oversee . They are responsible for developing action plans to reach client goals and suggests potential upgrades to grow or diversify client portfolio as well as work ing closely with the sales team to help acquire new clients . Significant p rofessional experience in account management and/or sales is necessary for this position.

Requirements

Active Health & Life License Required.
Experience with Applied Epic or similar agency management software
Strong organizational skills- ability to discern priority and initiative.
Computer skills, specifically Microsoft Word, Outlook and Excel
Excellent verbal and written communication skills as well as strong interpersonal skills
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
Able to apply principles of insurance to various of situations , demonstrating how a range of situations may be affected by the principles of insurance.
Associate degree or higher preferred
5+ years as an EB Account Executive or similar experience

Nice To Haves

Employee Navigator Experience a plus.

Responsibilities

Develop action plans to reach client goals and suggests potential upgrades to grow or diversify client portfolio
Responsible for maintaining and servicing an assigned book of business
Prepare and market new and renewal submissions.in conjunction with sales and service team
Work with insurance carriers to secure quotes and verify required specifications
Review and process various documents including policies, endorsements and invoices
Document all activities in agency management system
Prepare clear and concise proposals to effectively communicate marketing results with clients
Completes and audits all internal documents , ensuring accuracy
Coordinate resources, negotiate contracts and agreements, and monitor account performance.
Adhere to and comply with organization policies and procedures, sales and service standards and established workflows.
Demonstrate effective and efficient quality control through proper file documentation and maintenance to comply with organization errors and omission standards.
Other duties may be assigned or required as needs arise.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.