JTS Financial

Account Executive

JTS Financial

full-time

Posted on:

Location Type: Hybrid

Location: Little Rock • United States

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About the role

  • 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

Requirements

  • Excellent verbal and written communication skills
  • Experience in Microsoft Office
  • Property and Casualty License to be obtained within the first 60 days of employment
  • 3-5 Years’ Commercial Lines Experience
  • Bachelor’s degree preferred but not required
Benefits
  • Daily attendance required in work environment during normal business working hours which are Monday through Friday 8:00 am to 5:00 pm
  • In-person and/or hybrid attendance occasionally required for company and/or team meetings or onsite visits to clients as required
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Commercial Lines ExperienceClient Wellness Program StrategiesRFP ReviewEnrollment Process Management
Soft Skills
Verbal CommunicationWritten CommunicationRelationship BuildingProblem SolvingTeam Coordination
Certifications
Property and Casualty License