Employee Benefits Account Executive
Core
Managing and growing a portfolio of Employee Benefit clients by delivering customized insurance solutions and fostering long-term relationships.
Role type
Account Executive (Employee Benefits)
Builds
Tailored insurance and fintech solutions for commercial clients
Domain
Insurance / Employee Benefits / Fintech
Required skills
Insurance sales, client relationship management, needs assessment, negotiation, compliance knowledge, ACORD applications, risk analysis, proposal development, policy administration
Preferred skills
Applied Epic proficiency, carrier website proficiency, claims data analytics
Technologies
MS Office, Agency Management Systems, Applied Epic, Carrier websites
Responsibilities
Building trust-based relationships with clients and prospects; Identifying new business opportunities and cross-selling products; Meeting and exceeding sales goals through account rounding and prospecting; Conducting needs assessments and delivering customized solutions; Negotiating terms and coverage with underwriters and carriers; Ensuring compliance with industry regulations; Collecting risk and underwriting information; Developing formal proposals and presentations; Binding coverage and preparing binders; Processing policy changes and documents.
Seniority
Mid-Senior level, independent contributor