Account Executive
Core
Full-service account management for client health and welfare benefit plans, including design, renewal, and claims resolution.
Role type
Account Executive (Employee Benefits)
Builds
Customized employee benefit plans and renewal strategies for groups of 2 or more.
Domain
Insurance brokerage / Employee Benefits
Deliverable
product features
Required skills
Analytical skills, problem-solving, verbal communication, written communication, interpersonal skills, computer literacy (Word, Excel, PowerPoint), detail orientation, multi-tasking
Preferred skills
Experience in brokerage, consulting, insurance company, or corporate benefits environment
Technologies
Agency Management System, Microsoft Office Suite
Responsibilities
Day-to-day client contact, develop strong client relationships, resolve claims and administrative issues, act as liaison with insurance carriers, design benefit plans, process renewals and competitive bidding, prepare renewal presentations and summary plan descriptions, provide periodic financial reports, coordinate Schedule A information for 5500 preparation, maintain client information in the Agency Management System.
Seniority
Mid-level IC (5-7 years experience)