EB Account Executive

Mountain West Insurance & Financial Services•Craig, CO

1d•Onsite

About The Position

Delivering Peace, Empowering your Potential, and Fortifying the Future. As our EB Account Executive, you will collaborate with the EB Producer/Adviser to effectively manage and oversee comprehensive client service, ensuring the delivery of thorough, accurate assistance, and effective problem resolution for clients.

Requirements

3+ years of preferred experience in EB Account Management insurance.
Must hold a valid Colorado Life and Health Insurance license.
Ability to thrive in both team and independent work environments
Strong interpersonal and conflict resolution skills
Proficient reasoning skills; meticulous attention to detail and accuracy; adept at analyzing and interpreting complex and abstract situations.
Demonstrates effective management of multiple projects with a commitment to meeting deadlines, coupled with strong organizational skills.
Excellent verbal and written communication skills.
Demonstrated commitment to seeing projects through completion.
Upholds honesty, integrity, professionalism, and respect.
High School diploma or equivalent required.
Proficiency in utilizing a desktop or laptop computer, calculator, agency management system, and all Microsoft products, including but not limited to Word, Excel, and Outlook, is essential.
Must maintain an insurance license as mandated by the Colorado State Department of Insurance and Mountain West Insurance & Financial Services, LLC.

Nice To Haves

Previous experience in insurance sales and insurance customer service
Prior experience in general sales and general customer service

Responsibilities

Develop and implement a stewardship plan and service timeline, outlining a twelve-month customer service strategy.
Provide clients with periodic progress reports and year-end service summaries.
Manage the renewal process for clients within the book of business, including initiating the renewal process, developing the RFP, identifying carriers, negotiating rates/contract terms, and preparing renewal proposals and relevant documents.
Support new business development in collaboration with the Producer. Obtain necessary information, create RFPs, communicate with prospective clients, and assist in meetings.
Provide day-to-day client service via phone, email, and in-person interactions.
Anticipate client needs and respond to questions and issues promptly.
Identify, anticipate, and troubleshoot problems associated with the client's benefits program.
Maintain consistent and proactive communication with clients and Employee Benefits Producer/Adviser.
Collaborate closely with Producer/Adviser(s) to ensure the retention of existing accounts.
Conduct enrollment and open enrollment meetings as needed.
Review contracts between carriers and clients.
Organize quotes and conduct analysis based on cost, network, and benefits.
Create a summary comparing available options for the client.
Utilize internal systems for continual communication with clients and administer proactive communication regarding ACA and other industry changes.
Efficiently use date management systems (EPIC), including attaching necessary documentation/correspondence with clients and ensuring the accuracy of client data through the Mountain West EB workflow.
Prepare all open enrollment systems and materials as requested by the client, adhering to Mountain West Client Service expectations.
Communicate and educate clients on the latest trends, concerns, and changes in the industry.
Manage complex accounts and high-level service deliverables effectively and efficiently.
Assist in growing the book of business through cross-sale opportunities when available.