Account Executive – Employee Benefits

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

📋 Description

• Oversee a multifaceted portfolio of employee benefits business, focusing primarily on self-funded clients, intricate contract features, and specialized frameworks.

• Provide technical insurance expertise to clients as well as internal account management and sales teams.

• Cultivate and maintain consultative partnership relationships with both customers and prospects.

• Create, implement, and oversee customer service plans that align with clients’ business objectives and risk management strategies.

• Assign administrative tasks related to clients to team members within the account group.

• Act as the main internal contact to coordinate client deliverables.

• Collaborate with internal partners, clients, and carriers to guarantee precise and prompt resolution of issues.

• Supervise the preparation of data for requests for proposals and handle client marketing and negotiation processes.

• Assist with proposals for renewals and new business opportunities.

• Prepare agendas, reports, calendars, and other necessary materials for client meetings.

• Provide clients with advice on employee benefits, insurance products, compliance matters, and data analysis.

• Ensure that client accounts adhere to compliance standards and deadlines.

• Recognize product opportunities, encourage cross-selling, and support initiatives for new business development.

• Participate in and present at local enrollments and client meetings.

• Maintain actuarial reports and data analysis documents.

• Analyze claims experience and trends with clients, discussing strategies for improvement.

• Log activities in the agency management system.

• Keep accurate business records and safeguard sensitive client information.

• Mentor new team members and contribute to their training and ongoing education.

• Complete necessary training and engage in various departmental projects.

⛳️ Requirements

• A minimum of 8 years of experience as an Account Manager or Senior Account Manager within the insurance sector.

• Knowledgeable in ACA and ERISA regulations.

• Familiarity with fully insured financial arrangements and alternative funding methods.

• An active Life & Health License is required.

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

• Experience with Applied Epic is preferred, or familiarity with a comparable Agency Management System (AMS) is acceptable.

• Capability to lift up to 25 pounds.

• Frequent use of sight for reading documents and computer screens.

• Regular use of hearing and speech for communication via telephone and in person.

• Repetitive hand movements such as typing, writing, and using a 10-key pad.

• Ability to walk, bend, sit, reach, and stretch in various directions.

🏝️ Benefits

• Occasional travel may be necessary for local enrollments and client meetings.

• Opportunities for training sessions and ongoing education.

• Mentoring and professional development opportunities available.