Account Executive - Small Group Benefits

SUMMARY
Responsible for collaborating with the business team on the development and execution of client centered strategies, including servicing and/or solicitation activities. Manages book of business and directs the work of a multi-disciplined service team.ESSENTIAL DUTIES AND RESPONSIBILITIES
Manages all client required services and maintains client relationship with minimal input from Producers.
Manages book of business.
Receives and develops new business leads from Management or identifies and develops cross-sell opportunities.
Acts as direct point of contact for client from time of lead.
Acts as the lead representative to an assigned book-of-business.
Participates in team selling process including finalist interviews and RFP responses.
Prepares and presents client renewal analysis.
Sells renewal business to existing clients and where applicable, sells additional lines of coverage.
Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals.
Provides analysis and recommendations concerning client's existing coverages.
Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations.
Receives and responds to client inquiries including benefit, compliance, claim questions and other service issues.
Manages dedicated service team, if applicable.
Serves as technical expert, assisting department members to resolve complex issues.
Reviews client coverage contracts and amendments for accuracy.
Manages and negotiates third party vendor relationships and contracts on behalf of the client.
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
Performs other duties as assigned.
QUALIFICATIONS EDUCATION/EXPERIENCE
Bachelor's Degree equivalent combination of education and experience
Eight (8) or more years related work experience
Must continue to meet Continuing Education requirements for license renewal
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Knowledge of products and continuous learning of carrier products, especially knowledge of alternative funding arrangements
Knowledge of Employee Benefits products and benefit administration
Good time management skills
Verbal and written communication skills
Strong analytical skills
Excellent Customer Service Skills
Proficient in Microsoft Office Suite
Excellent verbal and written communication and presentation skills
High attention to detail
Critical thinking and good judgement to quickly determine and prioritize key issues
Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
Ability to work independently
Ability to meet broker and client expectations of service
Ability to work within a team to foster teamwork
Ability to quickly resolve problems
Ability to prioritize work for multiple projects and deadlines
Ability to mentor and teach lower level staff
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