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
Deliverable
client delivery
Required skills
insurance sales, needs assessment, negotiation, compliance, ACORD applications, carrier website proficiency, contract review, policy administration
Preferred skills
state Life and Health Insurance License, Applied Epic knowledge
Technologies
MS Office, Agency Management Systems, 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; Collecting risk and underwriting information including survey data and loss history; Developing and delivering formal proposals with coverage details; Binding coverage, preparing binders, and delegating certificates; Processing policy changes and documents; Serving as a technical expert to resolve complex issues.
Seniority
Mid-level, hands-on IC