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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.
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
policy quotesnegotiationdata analysiscomplianceregulatory policieswellness strategyopen enrollment processRFP managementinsurance communicationclaims management
Soft Skills
creative problem solvingdiscretionindependent judgmentclient interactionteam collaborationcommunicationorganizational skillsmulti-taskingclient supportescalation management
Certifications
Bachelor’s degreeActive Insurance License in HealthActive Insurance License in Life