Employee Benefits Account Executive

Lawley Services Inc•North Haven, CT

1d•Hybrid

About The Position

This role involves managing account service and strategic initiatives, including plan analysis and acting as a liaison between the client and carrier. The Account Executive will respond to client inquiries, handle renewals and benefit changes, and communicate through group meetings for enrollment. They will also work with carriers to facilitate or conduct client presentations and identify cross-selling opportunities within Lawley Benefits Group (LBG), referring clients to other product lines. A key responsibility is to reach and maintain a client retention goal of 95% or greater. Additional duties may be requested as needed to support the team.

Requirements

Insurance experience in customer service or account management for 3 years or more
Life Accident & Health License
Relevant knowledge of group insurance products, documents and usages
Computer skills are a must; Including Word, Excel, Outlook & PowerPoint
Demonstrated relationship building skills
Ability to work well independently and on a team
Incredible attention to detail and organizational skills
Positive attitude, even in a fast-paced environment
A passion to make customers and coworkers feel important and valued
Capability to work quickly and efficiently
Methodical, yet swift decision-making skills
Precise verbal and written communication skills, even under time constraints

Nice To Haves

Open to continuing education
College degree preferred

Responsibilities

Manage account service and strategic initiatives including plan analysis and acting as a liaison between the client and carrier
Respond to client inquiries, renewals, benefit changes as needed and communicate through group meetings for enrollment
Work with carriers to facilitate presentations for clients, or conduct presentations personally
Identify cross selling opportunities within Lawley Benefits Group (LBG) and refer clients to other product lines
Reach and maintain client retention goal of 95% or greater
Support miscellaneous duties as requested