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Account Executive, Employee Benefits
Unison Risk AdvisorsAccount Executive providing efficient service to Small Group Employee Benefits clients at Gibson. Managing accounts, leading implementations, and communicating with clients and carriers effectively.
About the role
Key responsibilities & impact- Providing Gibson Client experience to existing accounts and potential clients
- Managing internal renewal processes and timelines for book of business
- Leading implementation of new lines of coverage and carrier changes
- Maintaining the account in conjunction with the Consultant/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts
- Communicating with carriers in a professional manner to negotiate the needs of the client
- Conducting group education and enrollment meetings at client sites or via webinar as required
- Communicating due dates, timelines, and expectations to Consultant/Client Executive, clients and partners
- Identifying problems, summarizing and developing strategic solutions with the Consultant/Client Executive
- Assisting Consultant/Client Executives in the financial analysis and forecasting of benefits and in decision making regarding the inclusion/exclusion of plan benefits, and in coordinating with the Consultant/Client Executive in the annual RFP process
- Providing client with required compliance information
- Attending onsite and offsite client meetings as necessary
- Acting as a backup to team personnel when necessary
- Maintaining confidential information
- Performing other duties and special projects as assigned
Requirements
What you’ll need- Must have 3+ years of experience in a similar role within the insurance, risk management, or financial services industry
- Life and Health license (or ability to obtain the license within 3 months of employment)
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
financial analysisforecastingunderwritingpricingmarketingnegotiationcompliance
Soft Skills
communicationproblem-solvingstrategic thinkingclient managementteam collaboration
Certifications
Life and Health license