Employee Benefits Account Executive

10 hours ago

Columbia, United States McGriff Insurance Services Full time
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:
Regular
Language Fluency: English (Required)

Work Shift:
1st Shift (United States of America)
Please review the following job description:

Job Description Summary:

Hybrid opportunity in the following office location(s):
  • Columbia, SC
  • Greenville, SC
Support Producer and Marketing Account Executive, if applicable, by providing high level expertise, technical detail, and client service to clients and account teams. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients, as appropriate. Develop strong relationships with carriers and market accounts as requested by Producer and/or Marketing Account Executive, and be primarily responsible for marketing smaller and/or less complex accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
  • Schedule weekly/biweekly meetings with Producers. These meetings should review strategy for clients, escalated service issues, plan client meetings, etc.
  • Plan and monitor (with AM) annual open enrollment checklist, resources, and timeline.
  • Lead renewal and marketing (if needed); consider additional lines of coverage that client may need.
  • Ensure Partnership Reports, Business Associate Agreements, and proposals are complete. Often, a start is provided by AM or CSS, but AE or Producer should review and edit.
  • Schedule and lead handoff meetings once final sold decisions are made
  • Request and be able to interpret for client any benchmarking data, actuarial analysis, compliance matters, or other Specialty Practices expertise needed. Manage communication about special studies and projects between Producer, Client, and McGriff experts.
  • Schedule and lead PPR reviews ( YE and mid- year at minimum)
  • Create Partnership report alongside AM for $50K clients
  • Lead major client projects such as implementing a wellness program, implementation on a new ben admin system, M&A support (when applicable), etc.
  • Plan and lead quarterly meetings with clients to include Post-Renewal, Compliance Review, Claims Review, Pre-Renewal Planning, and Open Enrollment / carrier implementation. Keep Producer informed so he or she is ready for meetings even if most recent communication has been with AE.
  • Provide advice and help to Account Managers and CSAs on areas where they are still building experience. Be willing to let AMs try new things and build skills.
  • Monitor overall assigned book of business revenue in miDash, McGriff's revenue dashboard. Communicate with AM, Agency Management, Producer, Carriers, and Client as needed to resolve or explain expected revenue shortfalls.
  • Update claims reports Quarterly/Monthly
  • Participate in prospect meetings when appropriate and be able to discuss McGriff's service model, including the Client Experience Roadmap.
  • Continue to learn and advance your knowledge of the industry, carriers, lines of coverage, and compliance.
  • Meet with AM on a bi-weekly basis to check in on mutual clients.
  • Other duties as needed.


QUALIFICATIONS

Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree or equivalent education and related training
2. Five years of relevant insurance industry experience
3. Appropriate insurance license(s)
4. Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
5. Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
6. Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
7. Ability to travel, occasionally overnight

Preferred Qualifications:
1. Advanced degree
2. Certification in field of endeavor
3. Experience with Requests for Proposal

General Description of Available Benefits for Eligible Employees of TIH Insurance: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on TIH's generous benefit plans, please visit our site. Depending on the position and division, this job may also be eligible for TIH's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

McGriff Insurance Services supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. McGriff Insurance Services is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

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