Enterprise Account Executive
Strider Technologies
Employee Benefits Account Executive
Acrisure
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Lead and oversee all Client Service items
- Conduct ongoing proactive meetings with the client throughout the year to ensure a high level of service
- Meet business retention goals
- Develop new business with existing clients by rounding out programs with additional and/or increased lines of coverage
- Develop strong business relationships and client trust
- Communicate compliance deadlines and updates
- Assist in resolving routine client concerns and reoccurring and non-routine client/carrier issues
- Manage the renewal of existing plans
- Advise, inform, and involve Client Management & Strategy Team as required in marketing process
- Recommend improvements based on changing employee benefit legislation and provide resolutions for discrepancies or errors
- Assist with conducting employee open enrollment meetings as needed
- Review contracts, plan documents, summary plan descriptions and other legal documents for accuracy
- Prepare quarterly production and activity reports and maintain agency management system documentation
- Steward client Third Party Administrator and other third-party carrier relationships
- Work closely with Directors and Benefits Service Manager to obtain resources and escalate issues
Requirements
- 3+ years of account executive experience for Employee Benefits in the small market segment (2-100 employees)
- Additional large market (100+) experience is a plus
- Self-funded experience is preferred
- Proven professional history of success at managing client relationships
- Possess a proven understanding of fundamental benefit laws, regulations, and compliance standards
- State Life and Health Producers license is required
- Industry professional designation a plus
- Proficient in MS Office Suite, especially Excel and PowerPoint
- Ability to calculate customized financial analysis and present an interpretation of the data and its meaning
- Ability to communicate with all levels of an organization, verbally and in writing
- Excellent attention to detail
