Employee Benefits Account Management Executive

Cross Insurance•Portland, ME

1d•Onsite

About The Position

The Employee Benefits Account Management Executive will manage key relationships within our Major Accounts Division, interact with existing & potential clients on a day-to-day basis, develop & implement high level employee benefits strategies and provide targeted service to our most complex clients.

Requirements

Bachelor’s Degree or equivalent experience.
10 years of experience, with a minimum of 5 years in a client-facing leadership role
Demonstrated expertise in working with large, complex, strategic clients
Ability to work in face-paced, collaborative team structure
Experience in building, fostering and advancing relationships with primary client contacts
Flexibility to be present, on-site and in-person, at client meetings in New England
Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint) and understanding of social media platforms.
Efficient and creative in preparing materials to presented to clients
Proven experience managing complex employee benefits clients.
Strong customer service skills and communication skills (both verbal and written).
Valid driver's license and reliable vehicle.
Life & Health Producer license.

Nice To Haves

Consulting license preferred.

Responsibilities

Provide high level strategic direction to our most complex clients including but not limited to contribution strategy, employee engagement, benefits education, underwriting, employee retention, pharmacy benefit management, plan design, etc.
Act as client-facing lead for day-to-day client needs, issue resolution, vendor partner management and meeting scheduling. Works in partnership with VP, Major Accounts on delivering on elevated needs, issues and negotiation.
Will work within a client-specific team to serve all clients need. Successful AE will bring confidence, experience, and recommendations to the team on how best to serve existing and emerging clients needs.
Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence
Assess client needs and provide advice on appropriate coverage levels and products.
Assist client with documentation requirements, including review and consultation with client’s staff and legal counsel when appropriate.
Respond to telephone calls and correspondence from existing or potential customers in a timely manner
Provide additional product offerings to existing customers in order to increase sales opportunities and meet customer needs.
Respond to customer complaints and resolve matters in a satisfactory manner.
Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.
Keep up to date on all products and services offered by the agency.
Attend industry training programs as necessary.