Account Executive – Employee Benefits

This is a fully remote position, open to applicants in California, +6 more states.

📋 Description

• Serves as an agent for Producer assigned accounts, engaging in both servicing and solicitation activities.

• Oversees a book of business while guiding the efforts of a service team.

• Manages all services required by clients and sustains client relationships with minimal involvement from Producers.

• Directs the service team in managing a mid-market book of business.

• Receives and develops new business leads from Producers or identifies and cultivates cross-selling opportunities.

• Acts as the primary contact for clients from the moment a lead is established.

• Represents an assigned book of business as the lead representative.

• Participates in the team selling process, including finalist interviews and responses to RFPs.

• Prepares and presents renewal analyses to clients.

• Sells renewal business to current clients and, when applicable, offers additional lines of coverage.

• Promotes other agency services through Producer Service Proposals.

• Provides analysis and recommendations regarding clients' current coverages.

• Selects carriers for solicitation and negotiates with them concerning benefits and premium considerations.

• Addresses client inquiries, including questions and issues related to benefits and claims.

• Reviews client coverage contracts and amendments to ensure accuracy.

• Manages and negotiates relationships and contracts with third-party vendors on behalf of clients.

• Oversees a dedicated service team.

• Acts as a technical expert, assisting department members with complex issues.

• Creates new sales opportunities for clients.

• Collects fees and reconciles outstanding balances, resolving them within 60 days of invoicing.

• Maintains comprehensive and accurate information in the agency management system, ensuring data integrity.

• Performs additional duties as assigned.

⛳️ Requirements

• Bachelor's Degree or an equivalent combination of education and experience.

• A minimum of eight (8) years of related work experience.

• Valid Insurance License is required.

• Must continue to fulfill Continuing Education requirements for license renewal.

• Exceptional verbal and written communication skills.

• Strong problem-solving and time management abilities.

• Capability to work collaboratively and promote teamwork.

• Effective planning, organizational, and prioritization skills.

• Proficient in the Microsoft Office Suite.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance options.

• Retirement savings plan with company match.

• Opportunities for professional development and continuing education.

• Flexible work environment and schedule.