Account Executive – Employee Benefits

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

📋 Description

• Oversee a diverse portfolio of clients, predominantly self-funded, featuring advanced contract elements and structures that necessitate a high level of expertise.

• Offer technical insurance knowledge to clients as well as to internal account management and sales teams.

• Cultivate and maintain consultative partnership relationships with both customers and potential clients.

• Design, implement, and assess comprehensive customer service plans that align with clients' business objectives and risk management strategies.

• Assign administrative client responsibilities to members of the account team.

• Serve as the primary internal contact, coordinating all client deliverables.

• Collaborate with internal partners, clients, and carriers to guarantee prompt and precise resolutions to any outstanding issues.

• Supervise data preparation for RFPs and manage the marketing and negotiation processes.

• Aid in the preparation of renewal and new business proposals.

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

• Provide education and advice to clients concerning employee benefit products, compliance issues, and data analysis.

• Ensure compliance for client accounts and fulfill compliance requirements and deadlines.

• Identify product opportunities, encourage cross-selling, and assist in acquiring new business.

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

• Maintain actuarial and data analytics reports.

• Analyze claims experience and trends with clients and discuss strategic approaches.

• Record activities in the agency management system.

• Keep precise business documentation and safeguard sensitive client information.

• Mentor new hires and support their training and ongoing education.

• Complete mandatory training and contribute to other departmental projects.

⛳️ Requirements

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

• Familiarity with ACA and ERISA regulations.

• Background in fully insured financial arrangements and alternative funding methods.

• Active Life & Health License is mandatory.

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

• Preferred experience with Applied Epic, or knowledge of 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, including keyboarding, writing, and using a 10-key pad.

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

🏝️ Benefits

• Occasional travel may be necessary.

• Opportunities for training sessions and ongoing education.

• Mentorship and professional growth through involvement in training and continuing education.