Employee Benefits Account Executive

1 week ago

Tallahassee, United States Risk Strategies Full time

The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Account Executive is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate. The Account Executive is responsible for revenue growth – client expansion – on their personal book of business and assisting producers and team with prospecting new clients, including proposal development. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans. Primary Responsibilities and Duties Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary Manage a book of business of approximately $1,000,000+ Develop and maintain strong relationships with reference-ready clients, prospects, and carriers Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues Proactively anticipate client needs and bring forward strategies to address their challenges Understand and utilize Risk Strategies resources and tools to maximize efficiency Project manage book of business including planning, delegating, and meeting deliverable timing Understand fundamental underwriting concepts in order to communicate funding alternatives, impact to rates, and cost drivers Manage request for proposals and renewals - negotiate with carriers and make recommendations to client Oversee open enrollment process for clients Ensure client is fully compliant with all regulations to which they are subject Accountability for all work product provided to client across the AE’s book of business, including ensuring client updates are made within appropriate software (e.g., BenefitPoint, AMS, etc) Review work, provide feedback and mentor junior team members Requirements and Qualifications BA/BS preferred 5+ years of health & welfare experience, meets, or exceeds, core practice competency-based skills Client-facing experience in the employee benefit industry Technical knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Ability to work independently and anticipate client and team needs Effective time management Diligent follow up skills Ability to express ideas clearly in both written and oral communications Detail-oriented Advanced critical thinking skills Strong Microsoft Excel, Word and PowerPoint skills Florida Life, Accident and Health Insurance License required GBA or CEBS Certification a plus Risk Strategies is the 9 th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Candidate must reside in, or be willing to relocate to Florida. JR100989 Company information Risk Strategies is a growth focused, privately-held, National Specialty Insurance Brokerage and Risk Management Advisor. We successfully assist organizations and individuals simplify the process of protecting assets, offering benefits and minimizing liability. With over 100 plus offices across North America, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 8th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.Risk Strategies is proud to be Private Equity backed by one of the oldest and most established firms in the private equity industry and a leading investor in the insurance sector. As an Employer of Choice, we offer a competitive compensation and benefits package and an exciting, challenging career opportunity to over 2500 employees currently. Insurance, Financial Services, Professional Services, Technology, Consulting, Cybersecurity, Healthcare, Consulting Services, Human Resources, Insurance Services Privately Held Founded: 1997 Company Specialties: Insurance, Brokerage, Property & Casualty, Employee Benefits, High Net Worth, Risk Management, Group Benefits, Insurance Brokerage, Life Insurance, P&C, Specialty Insurance, Broker, Private Client, Transportation, Captives, and Surety

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