Group Benefits Account Executive

Associated Agencies Inc•Rolling Meadows, IL

11h•Hybrid

About The Position

Associated is one of the top privately held insurance and risk management firms in the country. We assist businesses and individuals with their insurance needs, including property, casualty, employee benefits, and more. Founded in 1890, our longevity in the industry provides unparalleled expertise and longstanding relationships with leading insurance carriers.

Requirements

Illinois Life and Health license, Required
7+ years of Large Group Benefit experience, Required (+50 Lives)
Fully funded and self-funded insurance experience, Required
Demonstrated proficiency in a Senior Account Management role in Group Benefits
Demonstrated proficiency with Applied Systems EPIC
Demonstrated knowledge of benefits administration platforms, Ease, Employee Navigator
Proficient in Microsoft Word, Excel and Power Point
Excellent communication skills, both written and verbal
Strong interpersonal skills to effectively build and maintain client relationships
Good organizational skills, with high attention to detail
Ability to multi-task and handle a large volume of items simultaneously
Ability to prioritize and work independently
Ability to work in a team environment

Responsibilities

Ensure adherence to all applicable laws, regulations, and industry standards related to employee Group Benefits.
Stay updated on changes in legislation and provide guidance to clients and internal teams.
Conduct regular audits to confirm compliance and identify areas for improvement.
Serve as the primary point of contact for assigned clients, building and maintaining strong relationships.
Understand clients' business needs and objectives and provide effective solutions and recommendations accordingly.
Conduct regular meetings, presentations, and reviews to ensure client satisfaction and retention.
Work collaboratively with the Producer(s) to support new business development and identify upselling opportunities.
Collaborate with the Property and Casualty Team to determine cross-selling opportunities and provide a comprehensive benefits package to clients.
Coordinate efforts with the Producers and Property and Casualty team to deliver a seamless and integrated client experience.
Oversee the implementation and administration of group employee benefit programs, including health, dental, vision, ancillary lines, retirement plans, wellness plans, etc.
Collaborate with internal teams to develop benefit strategies that align with clients' goals and budgets.
Prepare and present benefit plan options, proposals, and renewal materials to clients.
Coordinate open enrollment activities, including employee education, enrollment assistance, and plan communication.
Handle employee inquiries regarding benefits, claims, eligibility, and other related matters.
Maintain accurate client records, documentation, and databases in the agency management system, Applied Systems EPIC.
Work on various benefit administration platforms for employee benefit enrollment.