Group Account Executive

Group Account Executive
•

Location:

Garden City, NY
• Work Week: 3 days in office and two days at home or 100% remote
• Salary: $

Our client, one of the most recognized and respected insurance brokerages on Long Island, seeks a talented benefit account executive to manage several complex self‑insured and fully insured clients. The role includes expert group benefits/health insurance knowledge, resolution skills, and a focus on client satisfaction and retention.

• Manage, retain, and grow existing book of business through networking, referrals, and cross‑selling.
• Establish, cultivate, and manage customer relations with client and prospective decision‑makers; also maintain professional relationships with carrier partners and internal resources.
• Plan and direct renewal process for health and life coverages.
• Recommend the most appropriate insurance solutions, alternative strategies, plan modeling and cost‑reduction opportunities.
• Ensure renewal, sales, and insurance operations compliance requirements are documented into the agency management system.
• Conduct strategic planning sessions with clients as defined in annual service goals and objectives.
• Routinely educate clients on benefits legislation, regulatory requirements, compliance, and new product information.
• Identify, develop, and oversee customer needs and service plans for each client to ensure exceptional customer service and client satisfaction.
• Manage resolution of client issues as well as escalated employee enrollment and claims issues.
• Prepare and execute stewardship reports and new business strategies, including proposals and presentations while ensuring agreement with customer requests/requirements.
• Support sales team with new business strategies, prospect meetings and implementation of new clients.
• Promote commitment to achieve or exceed internal and external performance standards and department/agency goals.
• Support training initiatives for new service and sales teammates.
• Participate in internal and external meetings.
• Promote teamwork within department and profit center through support, knowledge sharing and a positive attitude.
• Participate in training opportunities to remain current on industry information and new product development.