Large Group Employee Benefits Account Executive
About The Position
The Liberty Company is seeking a Large Group Employee Benefits Account Executive to join their team. This is a remote position requiring PST time zone alignment. The company prides itself on a culture-first approach, earning multiple industry accolades for its dynamic, people-centric environment rooted in entrepreneurship, collaboration, and employee wellness. They offer a competitive total compensation package, including comprehensive benefits, generous paid time off, holiday pay, continued education support, and company-sponsored programs for wellness, stress management, and community involvement. The Account Executive will be responsible for the ongoing management of a benefits book of business, working closely with clients, carriers, vendors, Producers, and internal support staff to deliver and manage group benefits packages. This includes service, marketing, renewals, compliance, and strategic planning.
Requirements
- 6+ plus years of relevant employee benefits experience
- A minimum of 4 years broker experience supporting clients with 100-1,000 employees
- Demonstrated mastery of group benefits (medical, dental, vision, ancillary) and ERISA compliance
- Active CA Accident Life & Health License required
- Strong communication and presentation skills, both written and verbal, in-person and virtual
- Proficient in MS Office and data management software; benefits administration software highly desired
- Strong attention to detail with exceptional level of accuracy, pride of work ownership, ability to work independently and with a team
- Demonstrates high level of professionalism and business acumen in all written and verbal communications
- Enjoy working in a fast-paced environment leveraging strong planning, organizational and prioritization skills
- Ability to travel for client and prospect meetings as needed, up to 40% during Q4
- This is a remote position that requires a reliable internet connection and a distraction free working environment
- Qualified applications with arrest or conviction records WILL be considered for employment.
- For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role
Nice To Haves
- benefits administration software highly desired
Responsibilities
- Responsible for the oversight and management of assigned clients of various sizes, funding methods and plan designs with minimal input from Producers
- Manage client renewals, marketing, and carrier negotiations
- Foster deep client relationships to support client retention
- Create presentations, organize, and lead/co-lead client meetings, including renewal, open enrollment, strategic planning, etc.
- Work with Producers on prospective client initiatives and new client implementation
- Identify cross-selling and upselling opportunities to drive revenue growth
- Communicate effectively with Producers, clients, and other key stakeholders
- Educate clients on compliance obligations and facilitate broker compliance tasks while indemnifying company risk
- Stay informed on industry regulations and compliance requirements
- Serve as industry expert to clients, taking personal responsibility for understanding all facets of Employee Benefits while proactively staying abreast of industry trends, compliance changes, state-specific requirements, etc.
- Work closely with clients to ensure ERISA compliance responsibilities are met timely and with accuracy
- Develop strategies to support client goals
- Regularly communicate with clients to assess satisfaction, discuss program enhancements, and provide updates on industry trends
- Leveraging internal and external resources, act as the technical expert for issue resolution, compliance questions and general support
- Complies with agency management data standards and timing requirements
- Acknowledge and respond to all client requests timely and professionally
- Develop and maintain excellent carrier and vendor relationships
- As assigned, work with Account Manager to delegate tasks, teach new concepts, and provide quality oversight
- Performs other tasks on projects as needed/assigned to support the overall development and advancement of the Employee Benefits team
Benefits
- comprehensive benefits
- generous paid time off
- holiday pay
- continued education support
- company-sponsored programs designed to promote wellness, stress management, and community involvement
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
