Account Executive – Employee Benefits

This is a fully remote position, open to applicants in New Jersey, +3 more states.

📋 Description

• Maintain relationships with clients and health insurance carrier representatives to retain co-broker small employer group accounts.

• Propose new coverage options and identify opportunities for cross-selling.

• Oversee the renewal process for assigned clients.

• Meet with clients and/or producers to present renewals along with supporting documentation.

• Secure acceptance of renewals or commitment to consider alternative options.

• Provide guidance on carrier administrative procedures and product availability.

• Assist clients in selecting the right group products.

• Follow up on service matters and renewals.

• Develop and nurture client and carrier relationships through phone, email, and face-to-face interactions.

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

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

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

• Stay informed about company products, processes, insurance markets, and legal environments.

• Address conflicts, resolve issues, and deliver timely feedback to clients.

• Participate in team meetings and contribute to enhancing customer satisfaction.

• Professionally represent company services to support sales and organizational growth.

⛳️ Requirements

• An active Life & Health License is mandatory.

• An Associate's degree is preferred.

• A minimum of two (2) years of experience in small group employee health benefits is required.

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

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

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

• Competent with web browsers, especially Google Chrome and Microsoft Edge.

• Ability to communicate effectively both verbally and in writing with all levels of internal and external personnel.

• Capability to read and comprehend carrier plan features, benefits, underwriting guidelines, and company policies.

• Strong relationship-building skills.

• Ability to recognize when issues require escalation.

• Willingness to contribute to a positive team environment.

• Ability to manage multiple responsibilities simultaneously.

• Fluency in the English language is required.

• Physical ability to sit, frequently speak and hear, occasionally stand, walk, bend, crawl, kneel, and 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.

• Paid company holidays.

• Vacation and sick leave.

• New parent leave.

• Restricted stock units for eligible positions.

• Deferred compensation plan for eligible positions.