Employee Benefits Account Executive
Core
Recommend appropriate lines of coverage, monitor client plan expenditures, and advise on legislative updates affecting plan designs and costs.
Role type
Account Executive (Employee Benefits)
Builds
Group life, health, disability, wellness, EAP, and AD&D benefit products for large group clients.
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Group I license for life and health, sales, client presentation, RFP process management, regulatory knowledge, data consolidation, travel
Preferred skills
Bachelor's degree, self-funding experience, large group market experience (100+ lives), continuing education
Technologies
Word, Excel, Benefit Point
Responsibilities
Develop new and referral clients, prepare and process RFPs, make client presentations to close sales, track renewal dates, coordinate client service with Account Managers, present mid-year reviews, travel for sales calls and enrollment meetings.
Seniority
Mid-level, hands-on IC