Account Executive
Core
Full-service account management for client health and welfare benefit plans including medical, dental, disability, vision, and life insurance.
Role type
Senior Account Executive (Employee Benefits)
Builds
Customized employee benefit plans and renewal strategies for groups of 2 or more.
Domain
Insurance brokerage / Employee Benefits
Required skills
Account management, plan design, competitive bidding analysis, claims resolution, carrier liaison, financial reporting, data management
Preferred skills
Wellness initiative coordination, utilization analysis, stop-loss coverage procurement
Technologies
Agency Management System, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Responsibilities
Manage day-to-day client contact and relationships, resolve claims and administrative issues, design benefit plans based on client needs, process renewals with competitive bidding, prepare summary plan descriptions and financial reports, maintain client data in the Agency Management System
Seniority
Mid-Senior level, 5-7 years experience