Account Executive

3 weeks ago

Norwell, United States Alera Group Full time

Overview:
Sylvia Group, an Alera Group Company, is seeking an Account Executive to join their Employee Benefits team.
- Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?_
- To join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?_

If that is what you’re looking for, this is your chance to be part of an amazing organization

Sylvia Group uses a four-step process of analysis, planning, coordination and implementation to provide businesses and individuals with customized programs of performance-based insurance, employee benefits and financial planning.

As an **Account Executive**, the focus of this position is to assume a leadership role over select client relationships providing hands on project management for complex assignments, collaborating closely with the internal team to oversee service delivery. The Account Executive will assume accountability for multi-disciplinary projects, including planning/budgeting, assuring the delivery of quality work products, and lead select client-facing activities.

**Responsibilities**:

- Cultivate and maintain executive-level relationships with clients.
- Responsible for overall client strategy. Identify problems, summarize and develop strategic solutions that incorporate the client’s mission and vision.
- Execute overall client strategy and ensure high level of client satisfaction and exceptional service delivery through education on products, processes, and services and communication around due dates, timelines, and actions needed.
- Manage communications for major, account level changes to clients and participate in regular meetings to track progress as needed.
- Manage complex issues (conflicting data, client objections, industry trends, carrier issues, etc.) and work to offer solutions to both internal and external stakeholders.
- Communicate with Operations to confirm service delivery requirements and manage client expectations. Monitor internal performance to ensure clients’ needs are met in accordance with firm guidelines.

Qualifications:

- Bachelor’s degree or equivalent combination of education and experience.
- 3 Years Prior Professional Experience working with customers with a successful track record of new business and providing an exceptional experience.
- Health & Life Licensure
- Knowledge of principles and methods for presenting, promoting, and selling products or services.
- Knowledge of general business principles, strategic planning, resource allocation, profit/loss requirements, organizational structures, and operational needs.
- Proficient in MS Office Suite.
- Requires travel to networking, prospect, and client locations

Equal Opportunity Employment:

- We're an _**_equal opportunity employer_**_. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status._

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

LI-DV1

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