Account Executive – Employee Benefits

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Retain small employer group accounts co-brokered by fostering and sustaining relationships with clients and health insurance carriers.

• Propose new coverage options and actively seek cross-selling opportunities.

• Oversee the renewal process for designated clients.

• Meet with clients and/or producers to present renewal information and supporting documentation.

• Provide insights on administrative procedures, product availability, and selection of group products offered by carriers.

• Follow up on service-related issues and renewals.

• Establish and nurture relationships with clients and carriers via phone, email, and face-to-face interactions.

• Enroll clients in Employee Benefits communication tools and provide demonstrations on their usage.

• Present resources to both new and existing clients during renewal periods.

• Conduct group meetings and webinars to inform customers about company services.

• Maintain up-to-date knowledge of company products, processes, insurance markets, and legal environments.

• Resolve conflicts, address problems, and ensure timely feedback to clients.

• Actively participate in team meetings and contribute to enhancing customer satisfaction.

• Engage in physical activities, including sitting, speaking, hearing, and occasionally standing, walking, bending, crawling, and kneeling.

⛳️ Requirements

• Fluency in the English language is essential.

• An active Life & Health License is required.

• An associate degree is preferred.

• At least two (2) years of experience in small group employee health benefits is necessary.

• Strong understanding of carrier plan features, benefits, and underwriting guidelines is needed.

• Familiarity with insurance products is preferred, ideally gained through experience with a group health insurance broker or carrier.

• Proficient in Microsoft Office applications, particularly Word, Excel, and Outlook Exchange.

• Competence in using web browsers, especially Google Chrome and Microsoft Edge.

• Strong knowledge of small group benefits in Maryland and/or Virginia.

• Capable of effectively communicating verbally and in writing with both internal and external stakeholders.

• Ability to read and understand carrier plan features, benefits, underwriting guidelines, and company policies.

• Skillful in managing multiple responsibilities at once.

• Capability to lift up to 25 lbs.

🏝️ Benefits

• Medical, dental, vision, life, disability, and AD&D insurance.

• Tax-advantaged savings accounts.

• 401(k) plan with company matching contributions.

• Company-provided holidays.

• Paid vacation and sick days.

• Leave for new parents.

• Restricted stock units available for eligible positions.

• Deferred compensation plan offered for eligible positions.