Employee Benefits Senior Account Executive

Acrisure•Wayne, PA

8d•Onsite

About The Position

The Employee Benefits Senior Account Executive is responsible for retaining and expanding client relationships, improving the client experience by demonstrating expertise as a professional insurance advisor, and facilitating the sales cycle of identified opportunities to achieve client goals. The AE champions relationships with existing accounts and supports the acquisition of new clients. They partner with the Account Managers to service as the primary contact for the client for matters related to their financial responsibilities, such as carrier fees, etc. This excludes commissions and promissory notes.

Requirements

Bachelor’s degree in business or related field of study or equivalent experience required.
Minimum 5+ years of large complex employee benefits experience within an insurance related industry with an emphasis on Self-Funded, Level Funded and Large Group Clients.
Current Insurance License in Health and Life for the state in which your agency office is located.
Ability to work toward professional designation.
Strong computer skills and a high level of comfort in a virtual work setting.
Strong knowledge of Microsoft Office products.
Excellent verbal and written communication abilities.
Ability to work well on a team.
Strong organizational and multi-tasking abilities

Responsibilities

Senior level contact responsible for clients’ employee benefit experience, accountable for developing and executing the benefit section of the Game Plan and ensuring service standards are met
Directs/Mentors/Coaches Account Managers (AM) supporting the assigned employee benefit client.
Acts as an ambassador with vendors and carriers promoting positive working relationships.
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.