Employee Benefits Account Executive
About the Role
The Employee Benefits Account Executive is a job opening with a nationally recognized insurance and financial services agency. Despite their large geographic reach, they still take a local approach to client management. They encourage a collaborative culture. They have a legacy Texas footprint that is rapidly expanding throughout the entire Mid-South.
Duties & Responsibilities
A newly created position, this role is designed to work on large group health and welfare accounts. Every account exceeds 100 lives (the majority are 500+ ees) and are self-funded which means you need to be a skilled client advisor on stop-loss and level-funded arrangements.
Other responsibilities include:
- Extensive involvement in the client management process, from onboarding to policy reviews and renewal preparation
- Oversight and execution of daily service issues including resolution of escalated issues, billing, claims review, network evaluation, plan design, benchmarking, vendor management, enrollments, and communication
Skills & Experience
- Minimum five (5) years of life and health insurance industry experience providing client management & consultation to larger cases at a major medical insurance company or retail agency/broker
- Senior account manager capabilities including involvement in the sales process (renewal presentations, reviews, carrier negotiations)
- State insurance license
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