JTS Financial

Account Executive

• The Account Executive is the “face” to our clients
• Contribute to the day-to-day operational success and directly affect our ability to meet key objectives and deliverables
• Work closely with the account management team to coordinate the service and placement of employee benefits for clients
• Serve as the client’s point of contact for all issues and services related to the account
• Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other opportunities
• Educate clients on business trends, compliance, products evolution, and company value proposition
• Establish vendor relationships and develop referral sources
• Create and communicate multi-year strategy for clients
• Create and oversee client wellness program strategies
• Review client team’s RFPs to ensure proper strategy is being executed
• Conduct client meetings regarding pre-renewal strategy, renewal, open enrollment, and post-renewal follow-up
• Independently resolve client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements and billing issues
• Manage enrollment process and provide guidance and support to team members by training, coordinating and work distribution
• Update CRM with required documents
• Collaborate with producers to provide proposals to prospects and manage new client enrollments