Benefits Consultant, Account Executive

About the Role

As Employee Benefits Consultant, Account Executive
, you are a senior member of the service team and lead consultant at a sophisticated benefits brokerage with responsibility for personally managing a large book of business as the strategic liaison. Experience needed includes:

• Proficiency with multiple plan strategies as accounts will vary from a few hundred lives to much larger
• Ability to direct customer service activities of the account management, getting involved on tactical issues where needed, to ensure timely and efficient organization of daily workflows, processing, and renewal prep
• Be active in the market regularly meeting with underwriters, vendors, and on-site with the clients during review meetings and renewal presentations
• Capitalize on referral opportunities and grow the portfolio by recommending additional policies and programs that generate new revenue

Keywords and Skills To Let You Know If This is a Good Fit

• 100+ group medical and corporate benefits plan expertise (agency, brokerage, or combo with a carrier)
• Comfortable balancing Account Executive (strategic, client consulting duties) with the internal needs behind the desk (renewal prep, numbers crunching analysis)
• Guide, mentor, and even sometimes train service team members
• You can walk alongside a client through the whole life cycle of the account, from onboarding to renewal

Location:

Chicago area; hybrid schedule is available.

Tagged as: account executive, client management, consulting, employee benefits, management, Sales, self-funded, team leadership