Account Executive
Core
Manage assigned blocks of business for plan sponsors, ensuring cost containment, risk mitigation, and effective use of tax tools while delivering client service and satisfaction.
Role type
Account Executive (Benefits & Insurance)
Builds
Client service programs, plan design strategies, and employee benefit communications
Domain
Insurance, Employee Benefits, Financial Planning
Deliverable
client delivery
Required skills
underwriting knowledge, carrier rules expertise, plan design options, funding arrangements, risk identification, client relationship management, employee presentation delivery, multi-tasking, problem-solving
Preferred skills
LLQP license, industry conference participation, coaching and leadership
Technologies
PowerPoint, employee communications tools
Responsibilities
Define and manage service standards with clients, negotiate with insurance carriers, review renewal results, deliver mid-year and renewal reviews, facilitate implementation of plan design changes, create employee benefit sessions, provide internal support and coaching to team members, manage transitions of new business acquisitions
Seniority
Individual Contributor, mid-level