Account Executive

Job Summary:

The Account Executive is the “face” to our clients. They contribute to the day to day operational success and directly affect our ability to meet key objectives and deliverables. The Account Executive works closely with the account management team to coordinate the service and placement of employee benefits for clients and will serve as the client’s point of contact for all issues and services related to the account.

The duties listed below are some of the duties that may be assigned and may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties.

• Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other opportunities.
• Educate clients on business trends, compliance, products evolution, and company value proposition.
• Establish vendor relationships and develop referral sources.
• Create and communicate multi-year strategy for clients.
• Create and oversee client wellness program strategies.
• Review client team’s RFPs to ensure proper strategy is being executed.
• Conduct client meetings regarding pre-renewal strategy, renewal, open enrollment, and post renewal follow-up.
• Independently resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements and billing issues.
• Works with account management in support of all pre-implementation functions for both new and renewal clients.
• Responsible for the testing and “sign off” of benefit administration system.
• Manages Enrollment process and provides guidance and support to team members by training, coordinating and work distribution.
• Works with account management team in support of all post-implementation functions for both new and renewal clients.
• Responsible for updating CRM with required documents.
• In addition to maintaining, supporting, and renewing current accounts, they will also be collaborating with producers to provide proposals to prospects and managing new client enrollments.
• Perform additional responsibilities and requests as requested.

• This position has no direct supervisory responsibilities.

• Excellent verbal and written communication skills
• Experience in Microsoft Office
• Property and Casualty License.? Must be obtained within the first 60 days of employment from the hire date

• 3-5 Years’ Commercial Lines Experience

• Bachelor’s degree preferred but not required

• Daily attendance required in work environment during normal business working hours which are Monday through Friday 8:00 am to 5:00 pm
• In-person and/or hybrid attendance occasionally required for company and/or team meetings or onsite visits to clients as required

• This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.
• Core business hours are 8:0 a.m. to 5:00 p.m. but the employee’s schedules are at the discretion of the supervisor and dependent on the needs of the business.

• Travel is primarily local during the business day, although some out of area and overnight travel may be expected
• Must have a valid driver’s license

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.

• While performing the duties of this job this individual is frequently required to stand, walk, sit, talk, hear, use their hands and fingers (manual dexterity), use a telephone, and occasionally lift and /or move up to twenty-five pounds.
• Specific vision abilities required by this…