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Employee Benefits Account Executive
AcrisureEmployee Benefits Account Executive managing client relationships at Acrisure. Responsible for coverage solutions, regulatory compliance, and client communication in a hybrid role.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
policy quotesnegotiationdata analysiscomplianceregulatory policieswellness strategyopen enrollment processRFP managementinsurance communicationclaims management
Soft Skills
creative problem solvingdiscretionindependent judgmentclient interactionteam collaborationcommunicationorganizational skillsmulti-taskingclient supportescalation management
Tools & Technologies
Microsoft Officevirtual work toolswebinarsvideo tutorialsinsurance software
Certifications & Qualifications
Bachelor’s degreeActive Insurance License in HealthActive Insurance License in Life
Industry Keywords
employee benefitsSelf-FundedLevel FundedLarge Group Clientsinsurance productsinsurance policiescarriersclaims departmentindustry standardsbusiness retention
About the role
Key responsibilities & impact- Managing a book of business, policy quotes and carrier liaison for assigned clients/groups
- Regularly interacting with new and existing clients while being responsible for devising creative solutions to meet client needs as to coverage and costs
- Exercising discretion and independent judgment on significant accounts including but not limited to negotiation of product pricing
- Interviewing clients; collecting and analyzing information regarding the client and assisting in product and pricing determinations
- Affecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each client
- Guiding clients and internal team members on compliance and regulatory policies to meet industry standard requirements
- Providing monthly claim reports from carriers to all clients
- Overseeing the status of wellness strategy and programs for clients
- Reviewing the open enrollment process and ensuring proper changes
- Supporting clients with renewal and insurance communication for employees
- Providing guidance for learning webinars, video tutorials with brokers to ensure proper launch strategy for the clients
- Assisting with escalated client issues and partnering with claims department when necessary
- Partnering with the legal team to communicate changes or updates per regulatory requirements
- Meeting regularly with brokers to keep up with industry standards, insurance products, current rates, coverages, insurance policies, and carriers
- Managing RFPs, non-renewals, and cancellation requests to retain business where appropriate
Requirements
What you’ll need- Bachelor’s degree in business or related field of study or equivalent experience required
- Minimum 4+ years of large complex employee benefits experience within an insurance related industry with an emphasis on Self-Funded, Level Funded and Large Group Clients
- Active Insurance License in Health and Life
- Ability to work toward professional designation
- Strong computer skills and a high level of comfort in a virtual work setting
- Strong knowledge of Microsoft Office products
- Excellent verbal and written communication abilities
- Ability to work well on a team
- Strong organizational and multi-tasking abilities