Senior Account Executive | Employee Benefits
About The Position
This role is responsible for building and maintaining client relationships within the employee benefits sector. The Senior Account Executive will manage client activities, understand their business needs, and develop strategies for renewals and marketing. The position involves leading implementation processes, analyzing results, and acting as a trusted advisor to key client decision-makers. Responsibilities include negotiating with carriers, educating clients on legislation and market trends, and ensuring compliance with regulatory guidelines. The role also involves participating in the RFP process, presenting to finalists, and identifying opportunities to offer additional services to existing clients.
Requirements
- High School Diploma or GED required
- Over 6 years of experience managing multiple clients of increasing complexity in the insurance industry
- Must maintain current required licenses and certifications relevant to field of expertise
- Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge, and carrier funding
- Expertise in managing clients with alternative funding arrangements
- Proficient use of applicable technology
- Expert knowledge of state and federal legislation
- Sets priorities and manages work flow to ensure efficient, timely, and accurate deliverables
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Advanced problem solving and critical thinking skills
- Must be able to travel based on client and business needs
Nice To Haves
- Bachelor's degree
- Life, Accident, and Health Insurance License
Responsibilities
- Build and maintain client relationships, meeting specified client retention goals
- Coordinate and direct assigned client activities within client services team
- Demonstrate strong understanding of the clients' business and strategic priorities
- Develop and execute the renewal and/or marketing strategy in accordance with client instructions
- Manage new client implementation process
- Execute solid analysis, delivering creative and practical solutions for clients
- Lead and coordinate the evaluation of marketing results, develop and present recommendations to client
- Serve as client's valued advisor, building a strategic, and personal relationship with key client decision makers
- Negotiate renewal action with carriers based on client needs
- Educate clients on applicable legislation and market trends
- Closely monitor clients; provide innovative industry solutions in line with clients' business needs and goals
- Participate in RFP process and finalist presentations
- Identify and propose additional services to existing clients
- Ensure compliance with all regulatory guidelines
- Additional responsibilities as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
