Employee Benefits Account Executive

Acrisure•Madison, WI

1d•Onsite

About The Position

The Employee Benefits Account Executive supports the retention and growth of client relationships by delivering a high-quality client experience, applying a working knowledge of employee benefits solutions, and assisting with the sales and renewal process to help achieve client objectives. The Account Executive partners closely with Senior Account Executives and Account Managers to support existing client relationships and the acquisition of new business. They serve as a day-to-day client contact, assisting with coordination of service needs and financial matters, including carrier communications and fee administration.

Requirements

Proven professional history of success at managing client relationships.
Demonstrates a working knowledge of employee benefit regulations and compliance requirements, with ongoing development expected.
Proficient in MS Office Suite, especially Excel and PowerPoint.
Ability to calculate customized financial analysis and present an interpretation of the data and its meaning.
Ability to communicate with all levels of an organization, verbally and in writing required
Excellent attention to detail is required

Nice To Haves

State Life and Health Producers license is required, industry professional designation a plus.
Epic and Employee Navigator are preferred and/or other agency management systems.

Responsibilities

Responsible for clients’ employee benefit experience, accountable for developing and executing the benefit strategy and ensuring service standards are met.
Collaborates with Account Managers and internal teams
Maintains positive working relationships with vendors and carriers.
Creates client renewal strategy and ensures that it is successfully executed by the team.
Directs client benefit communication needs including wellness programs and benefit enrollment.
Stays up to date with industry trends, and compliance deliverables for clients.
Participates in self-funded and alternative funding discussions alongside data analytics team.
Responsible for coordinating, presenting renewal details and driving cost containment strategies.
Manage and oversee the Open Enrollment timeline to ensure that client expectations are met.
Identifies opportunities for additional services, round out opportunities and collaborates Client Advisor and team members.