Account executive employee benefits national accounts

• Retain existing clients on entire Book of Business (BOB)
• Support new business opportunities with existing clients
• Work independently to oversee and orchestrate all aspects of service delivery to BOB
• determine the appropriate utilization of internal and external resources as needed
• Establish and maintain partnerships with internal partners and outside vendors/carriers that result in best-in-class service delivery to clients
• Develop and own all business strategies, relationship strategies, renewals, RFPs and other projects for assigned clients
• Maintain history of all work done for each client
• Always have, at minimum, a 2-year outlook for each client
• stay at least 1 year ahead of all renewals and know the game plan for each client at all times
• Understand each client’s own business and departmental goals
• build business strategy around their internal goals
• Present to clients and demonstrate expert knowledge of all financial, plan design and process components of plans
• Present underwriting components of Life, Leave & Disability, AD&D, Dental and various Voluntary Benefits plans
• Stay current with all vendors’ product offerings
• consistently demonstrate strong knowledge of the market to clients
• Ensure all work product delivered to client is free of errors, meaningful, and meets SNS’ service standards
• Establish and maintain trust with clients by consistently providing superior service, meeting all deadlines, and delivering as promised
• Manage up to 3 Account Managers (AM) and Sr. Account Managers (SAM) who provide support on assigned BOB
• mentor the AMs and SAMs and foster their career development
• Act as mentor to other members of service staff, assisting with training, guiding and coaching as needed
• Review or monitor travel and expenses to ensure resources are being used efficiently
• Provide oversight of all administrative aspects of book of business management

• Bachelor’s degree required
• Minimum 10 years’ progressive experience in a similar lead role in Group Insurance National Accounts (10,000+ lives), ideally from a carrier or broker background
• Ability to develop and nurture client relationships, maintain persistency goals and grow in-force Book of Business
• Expert knowledge of the benefits we service including short term disability, long term disability, leave programs, life insurance, AD&D, voluntary benefits, dental and vision
• High level of technical knowledge in all components of contracts, plan design, claim processes, and vendor capabilities
• Self-directed with positive drive and approach, including the ability to work both independently and collaboratively in a virtual working environment
• Must be detail-oriented, have highly developed organizational skills including the ability to prioritize, manage multiple complex projects simultaneously, and coordinate various internal/external partner deliverables while managing strict deadline and turnaround time requirements
• Excellent interpersonal, verbal/written communication, and presentation skills required
• Proficiency in Microsoft Office applications required
• Ability to establish credibility at all levels of the organization and with clients through confident communications and actions based on integrity

Experience with Salesforce

• Medical/Rx
• Dental
• Vision
• Life Insurance
• Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off
• Holidays
• Preferred Partner Discounts