Account Executive
Core
Full-service account management for client health and welfare benefit plans including medical, dental, disability, vision, and life insurance.
Role type
Account Executive (Employee Benefits Brokerage)
Builds
Customized benefit plan designs and renewal strategies for client groups.
Domain
Insurance Brokerage / Employee Benefits
Required skills
Account management, plan design, claims resolution, carrier liaison, competitive bidding, financial reporting, data management, stop-loss coverage coordination
Preferred skills
None stated
Technologies
Agency Management System, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Manage client accounts for health and welfare plans, resolve claims and administrative issues, design benefit plans, process renewals and competitive bidding, prepare summary plan descriptions and financial reports, coordinate Schedule A information for 5500 preparation, maintain client data in the Agency Management System
Seniority
Mid-level (5-7 years experience)