Employee Benefits Account Executive
Core
Recommend employee benefit coverage lines, monitor plan expenditures, and advise clients on legislative impacts to control costs.
Role type
Account Executive (Employee Benefits)
Builds
Group life, health, disability, wellness, EAP, and AD&D products for business clients.
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Group I license for life and health, sales development, RFP process management, client presentation, regulatory knowledge, data consolidation, travel
Preferred skills
Self-funding experience, knowledge of Benefit Point software, spreadsheet development
Technologies
Word, Excel, Benefit Point
Responsibilities
Develop new and referral clients, prepare and process RFPs, present renewal strategies, track renewal dates, coordinate client service with Account Managers, prepare monthly Critical Path reports, conduct mid-year reviews, travel for sales and enrollment meetings.
Seniority
Mid-Senior level (5+ years experience required)