Account Executive (On-Site)

TEL Staffing & HR•Altamonte Springs, FL

5d•Onsite

About The Position

We are seeking a full-time Account Executive to work on-site for our Altamonte Springs Florida office. We are a full-service, independent agency with its principal office in Altamonte Springs, FL. We provide a full range of benefit consulting services with a desire to help business owners design customized employee benefit programs to recruit and retain long-term team members. Our goal is to provide access to quality and affordable solutions to as many people as possible. This position will be based at our main office in Altamonte Springs, FL, and is NOT deemed to be a Work from Home (WFH) position. Regular local travel is required, with occasional out-of-town travel as needed. Advance notice will be provided for any and all Out-of-town travel and/or work. Employees may be permitted to work from home (WFH) occasionally or regularly, depending on several factors and the arrangements made with the Director / Manager. Working from home is a privilege that may be revoked at any time. Company may request that an employee be present in the office at any time (regardless of scheduled WFH time) or deny a request to work from home based on business needs, employee performance, or viability of doing the work from home. To be eligible to WFH, an employee must have access to reliable internet and a space that is free from excessive noise or distraction. POSITION SUMMARY: This position has accountability for interacting day-to-day with our clients, prospective clients, carriers/TPA’s and General Agents, with responsibility to promote our services and to: Exemplify our Core Values of- - Loyalty - Driven - People Matter - Believe in What We Do - Creative Problem-Solving - Integrity Actively Pursue and Fulfill our Mission Serve as the Primary Relationship Manager for Client Decision-makers Achieve 95% or Greater Client Retention Increasing existing base/commission by 10%/yr with new products/lines of coverage. Consistently Create, Communicate, and Deliver our Value Proposition Facilitate top-down education, from decision-makers to employees This Position will Report Directly to the Chief Operating Officer (COO)

Requirements

State of Florida Life and Health Insurance License in good standing
Florida Driver’s License in good standing for travel to client locations
Personable, good people skills – with clients as well as team members and prospective accounts
Team player, collaborative, creative, proactive and flexible
Entrepreneurial - outside the box thinker
Multi-tasker, problem-solver, self-starter with excellent organizational skills
Knowledgeable about CoPilot, ChatGPT, and/or related AI applications
Proficient in Microsoft Office Suite programs such as...
Excel (basic to advanced skill level)
Word (intermediate to advanced skill level)
PowerPoint (basic to advanced skill level)
Capable of adjusting to shifting priorities
Attention to detail
Positive and empathetic attitude
Proven ability to earn trust quickly and develop deep relationships with senior leaders
Strong interpersonal skills with a natural ability to connect, listen, and advise
Excellent time and priority management with a strong sense of urgency and ownership
Consistently professional demeanor and presence, both written and verbal
Demonstrated ability to manage deadlines and deliver under pressure

Responsibilities

Drive the client timeline: Develop and execute annual planning, renewal, compliance, and service calendars that demonstrate leadership and accountability in managing client expectations.
Be visible and credible to client decision-makers: Proactively communicate, prepare thoroughly for meetings, and present solutions confidently to C-suite and HR leaders.
Build trust: Demonstrate competence, deliver on commitments, and provide clear, timely communication that builds confidence and loyalty.
Establish long-term partnerships: Cultivate client relationships that go beyond transactions: measured by retention, cross-sales, and client referrals.
Uphold our Core Values, embrace innovation, and drive continual improvement to ensure Team is seen as cutting-edge professionals
Work during professional hours: Maintain timely responsiveness during standard business hours to reinforce reliability and professionalism.
Build the current Book of Business and client relationships and engagement to increase client satisfaction, retention, and cross-selling and referral opportunities.
Serve as the primary/lead contact for all assigned client accounts
Handle incoming calls and emails in a timely and efficient manner, including routine or challenging requests. Document calls and emails in our Agency Management System
Coordinate with internal resources to deliver timely solutions according to client needs and objectives
Collaborate with employees, healthcare providers, and insurance carriers to resolve benefits-related issues and guide individuals through the complexities of healthcare access and claims processing
Record advocacy and claim inquiries with status and resolutions in our Agency Management System
Promote client engagement (at all levels), which includes processes to:
Complete the annual UBA Survey, when applicable o Employee advocacy (claims and/or service issues)
Consistently deliver and execute our Scope of Service (by client size)
Ensure timely acknowledgment and response to email and calls.
Follow workflow templates, communicating with management on any bottleneck areas needing review/adjustments
Provide analytical support for client projects
Meet and/or exceed our touchpoints / client engagement scorecard metrics
Renew and retain 95% of existing accounts based on the same period one-year prior o Develop a positive relationship with the client with long-term client retention the goal o Retention is measured by comparing current medical lives to the same period 1-year prior
Support the T2 Eligibility/Billing Analyst (Analyst)
Educating Clients on our Eligibility Process
Communicate with Analyst to achieve timely, accurate, turn-around o Audit Analyst activities/outcomes, upon the request of Director and/or COO
Maintain documentation per our Protocol (Dropbox)
Audit client files, upon request
Document client and prospective client information in our Agency Management System
Client and Account Contacts (keep data current per our SOP)
Distribution Lists (Goggle Form submission per our SOP)
Policy Management (Benefit Zone)
Carrier / Vendor Contacts (Benefit Zone)
Wins/Losses are updated in our Agency Management System (per our SOP)
Create client-ready deliverables, including but not limited to:
Meeting Agendas
Pre-Renewal and Renewal Presentations
Marketing Analysis/Presentations
Stewardship Reports
Benefit Guides and Annual Compliance Notifications
Other Items, upon request of leadership or the client
Renewal and Annual Open Enrollment
Track key account metrics throughout the year, not just at renewal
Execute renewal / Open Enrollment in accordance with our SOP (BenefitZone)
Drive strategic account planning and marketing initiative
Formulate plan design recommendations
Conduct carrier negotiations (dependent on client size, a Producer may be involved)
Analyze proposals for accuracy
Spreadsheet (if not done by GA)
Develop renewal timeline
Implement new insurers and/or products based on client’s decisions
Facilitate on-site enrollment meetings, in-person or online (i.e. Calendly)
Complete Employee Navigator onboarding/renewal tasks, per our SOP and our processes.
Market and cross-sell new products to existing accounts
Increasing existing base/commission by 10%/yr with new products/lines of coverage.
Measured by comparing gross receivables for the same period one year prior
Engage actively with our Sales/Marketing Team to close new business opportunities
Work with the Sales/Marketing Team to identify current prospects, referral sources and new sales pipeline recording activities per our SOP.
Lead the Marketing/Sales activities for assigned prospective clients
Goal: Close new opportunities (dependent on ATNE, a Producer may be involved)
Prepare and submit AOR to appropriate carriers per our SOP
If unable to do so timely alert Sales Team and/or Director or COO
Request referrals from existing clients/relationships
Actively participate in:
Weekly team meetings (regular attendance required)
Our sponsored client and marketing functions, upon request
Special projects and other duties as assigned

Benefits

Medical, Dental and Vision options (contributory)
Accident, Critical Illness, Cancer & Hospital Confinement Plans (Employee Paid)
$50,000 Basic Life and Accidental Death and Dismemberment (Employer Paid)
Supplemental Life and Accidental Death and Dismemberment (Employee Paid)
Short-Term Disability (Employer Paid, Actively at Work requirement)
Teladoc, a telemedicine solution for your household (Employer Paid)
American Automobile Association Membership (Employer Paid)
401(k) Retirement Savings Plan (First of Month after one-year of continuous employment providing the service hour requirement is satisfied)

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