Employee Benefits Account Executive

Bridge Specialty Group•White Plains, NY

14d•$125,000 - $135,000

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is s eeking an Employee Benefits Account Executive to join our growing team in Westchester, NY . As an Employee Benefits Account Executive, you will be responsible for managing key client relationships and providing strategic consulting services using various skills and knowledge of the insurance market.

Requirements

NYS Life, Accident & Health License
10+ years in large group Employee Benefits customer service/account management at an agency or company level
Must have basic computer knowledge in Windows environment, create spreadsheets with appropriate computer programs.

Nice To Haves

Bachelor’s degree (preferred); associate degree is

Responsibilities

Manage and retain an existing book of business as well as new clients
Maintain client relations with regularly scheduled meetings, including claims utilization reviews, compliance updates, pre-renewal planning, and renewal meetings.
Provide customer relations with all levels of client’s decision-makers as well as the day-to-day technical client representatives.
Ensure proper resources from within the organization are involved with the customer and introduce new products and services through the other core business groups, where appropriate
Identify , develop, and oversee customer needs and service plans for each client and understand the needs of the customer.
Plan and direct renewal process for all lines of coverage.
Negotiate rate renewals in collaboration with producers and recommend carrier changes or alternate funding arrangements.
Prepare new business strategies in collaboration with the producer, including proposals and presentations, while ensuring agreement with customers’ requests/requirements.
Develop client communications and present at employer meetings to inform and educate clients on benefits legislation, regulatory requirements, compliance, current industry trends, and new product information.
Complete Stewardship Reports for each client on an annual basis.
Complete Claims Utilization Reviews for each client on a quarterly basis.
Provide technological support for clients on an as-needed basis.
Conduct annual open enrollment meetings, including presentations to employees.
Provide Producer support to retain and grow assigned book of business.