Account Executive, Employee Benefits

This is a fully remote position, open to applicants in California.

📋 Description

• Oversee an established portfolio of accounts while enhancing client retention rates.

• Serve as a strategic partner and advisor to clients, providing occasional support to Account Managers.

• Cultivate and sustain client relationships, ensuring retention objectives are met.

• Coordinate client-related activities within the client services team.

• Gain a comprehensive understanding of clients' businesses and their strategic goals.

• Create and implement renewal and marketing strategies.

• Oversee the onboarding process for new clients.

• Assess client needs and offer innovative, practical solutions.

• Lead and manage marketing evaluations.

• Counsel key decision-makers at client organizations and develop strategic partnerships.

• Negotiate renewal deals with insurance carriers.

• Inform clients about relevant legislation and industry trends.

• Monitor client accounts and deliver cutting-edge industry solutions.

• Engage in RFP processes and present as a finalist.

• Identify and recommend additional services to current clients.

• Ensure adherence to regulatory guidelines.

• Undertake additional duties as required.

⛳️ Requirements

• Candidates must be at least 18 years of age.

• A High School Diploma or GED is mandatory.

• Up to 6 years of experience managing a diverse range of clients in the insurance sector.

• Must hold current licenses and certifications pertinent to the area of expertise.

• Technical understanding of contract terms, renewal processes, claims handling, plan details, and carrier funding mechanisms.

• Proven experience in managing clients with alternative funding models.

• Competent in utilizing relevant technology effectively.

• In-depth knowledge of both state and federal regulations.

• Ability to prioritize tasks and manage workflow to ensure timely and accurate outcomes.

• Strong verbal and written communication skills across all levels of the organization.

• Advanced critical-thinking and problem-solving capabilities.

• Willingness to travel as needed for client and business engagements.

• Ability to thrive in a team-oriented environment and collaborate effectively with others.

🏝️ Benefits

• Comprehensive health insurance options.

• Competitive salary and performance-based incentives.

• Opportunities for professional development and career advancement.

• Flexible work arrangements to support work-life balance.

• Access to industry-leading tools and resources.