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Employee Benefit Account Management Executive

1 month ago


Portland, United States Cross Insurance Full time
The Cross Family of Agencies welcomes you. We need your talent and expertise.

Position Title: Employee Benefits Account Management Executive

Position Summary: The Employee Benefits Account Management Executive will manage key relationships within our Major Accounts Division, interact with existing & potential clients on a day-to-day basis, develop & implement high level employee benefits strategies and provide targeted service to our most complex clients

Job Responsibilities:

  • Provide high level strategic direction to our most complex clients including but not limited to contribution strategy, employee engagement, benefits education, underwriting, employee retention, pharmacy benefit management, plan design, etc.
  • Act as client-facing lead for day-to-day client needs, issue resolution, vendor partner management and meeting scheduling. Works in partnership with VP, Major Accounts on delivering on elevated needs, issues and negotiation.
  • Will work within a client-specific team to serve all clients need. Successful AE will bring confidence, experience, and recommendations to the team on how best to serve existing and emerging clients needs.
  • Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence
  • Assess client needs and provide advice on appropriate coverage levels and products.
  • Assist client with documentation requirements, including review and consultation with client's staff and legal counsel when appropriate.
  • Respond to telephone calls and correspondence from existing or potential customers in a timely manner
  • Provide additional product offerings to existing customers in order to increase sales opportunities and meet customer needs.
  • Respond to customer complaints and resolve matters in a satisfactory manner.
  • Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.
  • Keep up to date on all products and services offered by the agency.
  • Attend industry training programs as necessary
Qualifications:

Education - Bachelor's Degree or equivalent experience.

Required Job Skills
  • 10 years of experience, with a minimum of 5 years in a client-facing leadership role
  • Demonstrated expertise in working with large, complex, strategic clients
  • Ability to work in face-paced, collaborative team structure
  • Experience in building, fostering and advancing relationships with primary client contacts
  • Flexibility to be present, on-site and in-person, at client meetings in New England
  • Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint) and understanding of social media platforms.
  • Efficient and creative in preparing materials to presented to clients
  • Proven experience managing complex employee benefits clients.
  • Strong customer service skills and communication skills (both verbal and written).
  • Valid driver's license and reliable vehicle.
  • Life & Health Producer license. Consulting license preferred.