Employee Benefits Account Executive

WA Group•Woodbury, MN

13d

About The Position

We are looking for a highly motivated, growth driven Employee Benefits Account Executive. This position will use their professionalism, administrative, client-oriented skills, and attention to details to provide exceptional service to our clients. Ideal candidate must have excellent interpersonal skills and strong oral and written communication skills. Our ideal candidate will also exhibit our core values, vision, and code of conduct.

Requirements

Insurance industry experience – 3+ years
Life/Health/Accident Insurance License
Proficient in Microsoft Office products (Word, Excel, PowerPoint, Teams, etc.)

Nice To Haves

Agency Management System knowledge a plus

Responsibilities

Participate in and create materials for client strategy sessions, planning meetings and client issue meetings with account team
Evaluate RFP responses and create qualitative and quantitative assessments of each
Communicate and assist in implementing compliance and/or regulatory changes with clients (including COBRA, ERISA, HSA, HRA, Flex, HIPAA, etc.)
Work with client on SPDs, Wrap documents, and Certifications from carriers
Have a full understanding of group medical and ancillary programs as well as coverage gaps and challenges
Present renewal and renewal options with client
Manage and respond to claims issues, benefit and coverage questions, open enrollments, compliance questions, and other benefit related questions
Maintain employer database – input new groups, carrier or group information
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
Facilitate and educate to ensure an excellent client experience
Develop marketing strategies based on employee plan recommendations and work with Account Management team to implement those strategies, including explanation of unique issues faced by a client
Provide high quality service to clients, including prompt response to questions, analysis of plan performance, regular review sessions where plan performance is reviewed and discussed, and implementation of new strategies/ideas as appropriate
Actively demonstrates professionalism, a growth mindset, and a client-first focus
Work with Producer to build client relationship and strategize on new business opportunities
Work with team to attain above average renewal retention
Capable of meeting with client independently
Works independently in building assigned book of business, identifying account-rounding and cross-selling opportunities
Active in community and networking events
Self-Motivated/Self Directed
Able to stay on top of workload meeting client and team expectations