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The Employee Benefits Account Executive will work closely with clients and producers to service new and existing accounts to achieve Agency sales goals and service standards. On accounts with no assigned producer, the expectation is that of a Producer. This individual is responsible for securing the retention of specifically assigned Employee Benefits accounts, via both internal and external renewal responsibilities.
Job Responsibility:
Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including specific business plan for growth
Spend approximately 50 to 60% of the time outside with customers and new business opportunities
Provide customer relations with all levels of client’s decision-makers as well as the day-to-day technical client representatives
Follow-up to address customer needs and resolve any problems or issues
Develop and oversee customer service plans for each client and understand the needs of the customer
Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer’s requests/requirements
Negotiate with company underwriters
Schedule and or conduct open enrollment meetings as well as any other group events such as Health Fairs
Correspond with markets and clients, accompanying producers or going alone on customer visits, as necessary
Remain current on industry trends and information, new product development, legislation, coverage and technology
Requirements:
Four years of insurance experience
Proficient with MS Office Suite
Exceptional telephone demeanor
Life and Health License or obtaining it within 3 months maximum
What we offer:
Excellent growth and advancement opportunities
Competitive pay based on experience
DTO - Time Off
Generous benefits package: health, dental, vision, 401(k), and many additional benefits