Account Executive

3 weeks ago

Atlanta, United States Oakbridge Insurance Agency LLC Full time
Job Summary:
The Account Executive works closely with a senior producer to manage their book of business, oversee client relationships, and facilitate the sales and administrative processes for Employee Benefits clients.

Key Responsibilities:
  • Manage all aspects of the existing Employee Benefits book of business to ensure complete client satisfaction and fulfillment of all coverage and service commitments made by the producer and agency.
  • Assist the producer in achieving new business and retention goals. Proactively seek new lines of coverage for current and prospective clients and act on cross-sell opportunities.
  • Conduct reviews of existing plans and coverages for new clients to ensure proper alignment with client needs.
  • Oversee the renewal marketing process by coordinating with the producer to develop proposals and recommendations, negotiating renewals with carriers, and delivering recommendations to clients or accompanying the producer for presentations.
  • Manage the implementation process of new business and renewals, including renewal meetings, onboarding, and delivery of administrative resources.
  • Build and maintain relationships with key client contacts under the direction of the producer.
  • Assist with obtaining reports and meeting with clients regarding claims, risk management, and employee benefits compliance, conducting monthly or quarterly check-ins as needed.
  • Maintain relationships with carrier representatives, staying up to date on new products, procedural changes, and market trends. Attend relevant seminars, classes, and carrier meetings.
  • Collaborate with the Proactive Services Team to ensure clients receive appropriate services, including creating and delivering Proactive Services schedules for clients.
  • Keep clients informed on compliance requirements and industry changes through meetings, webinars, legislative updates, and other available resources.
  • Act as the liaison between the client, carrier, and internal staff on escalated service issues, ensuring concerns are resolved efficiently and effectively.
Job Requirements:
  • Ability to plan, organize, implement, monitor, and adapt within a team-oriented environment.
  • Strong interpersonal and communication skills.
  • Excellent customer service, organizational, and time management abilities.
  • Proficiency in Microsoft Office applications.
Preferred Education & Experience:
  • Minimum of 5 years in client service and/or sales, preferably in Employee Benefits.
  • 2 or more years of experience in underwriting, sales, or account servicing in Employee Benefits.
  • Strong knowledge of Employee Benefits plans, carrier guidelines, compliance regulations, and legislative changes.

  • Executive Accounts Specialist

    2 weeks ago

    Atlanta, Georgia, United States Quest Group Executive Search & Staffing Solutions Full time

    Job SummaryWe are seeking an experienced Accounts Receivable Specialist to join our Accounting Department at Quest Group Executive Search & Staffing Solutions.This highly respected downtown law firm offers a unique opportunity for a skilled professional to grow in their career and advance in accounting.The successful candidate will be responsible for...

  • Accounting Executive

    7 days ago

    Atlanta, Georgia, United States Brilliant Financial Search - FL Full time

    Job DescriptionWe are looking for an experienced Accounting Executive to join our team at Brilliant Financial Search - FL. As a key member of our accounting and finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial reports, and analyzing financial data to inform business decisions.The...

  • Account Executive

    1 month ago

    Atlanta, United States Mancini Companies Full time

    Description About UCX, formerly JJ Haines Our successful evolution from 1870s wholesalers into the largest independent flooring distributor in the US comes from being customer-focused on the best people, the best products and the best service. In fact, our name stands for Ultimate Customer Experience. We maintain a family business culture as we continue to...

  • Account Executive

    1 month ago

    Atlanta, United States Mancini Companies Full time

    Description About UCX, formerly JJ Haines Our successful evolution from 1870s wholesalers into the largest independent flooring distributor in the US comes from being customer-focused on the best people, the best products and the best service. In fact, our name stands for Ultimate Customer Experience. We maintain a family business culture as we continue to...

  • Account Executive

    9 hours ago

    Atlanta, United States Mancini Companies Full time

    Description About UCX, formerly JJ Haines Our successful evolution from 1870s wholesalers into the largest independent flooring distributor in the US comes from being customer-focused on the best people, the best products and the best service. In fact, our name stands for Ultimate Customer Experience. We maintain a family business culture as we continue to...

  • Account Executive

    3 weeks ago

    Atlanta, United States VESTIS Full time

    Consistently and effectively reach out to new prospects using a variety of outreach methods including, but not limited to, telephone, email, door-knocking, networking, social media. Identify, and establish contact, with prospective clients to set app Account Executive, Executive, Sales Representative, Manufacturing, Business Services

  • Account Executive

    1 month ago

    Atlanta, United States Taboola Full time

    Curious about what it's like to work at the world's number 1 discovery platform as an Advertising Account Executive? We're glad you asked! What is the key purpose of an Advertising Account Executive? As an Advertising Account Executive working on the US Growth Advertising Sales Team in Atlanta, you will focus on developing new business and advocating the...

  • Account Executive

    1 month ago

    Atlanta, United States Taboola Full time

    Curious about what it's like to work at the world's number 1 discovery platform as an Advertising Account Executive? We're glad you asked! What is the key purpose of an Advertising Account Executive? As an Advertising Account Executive working on the US Growth Advertising Sales Team in Atlanta, you will focus on developing new business and advocating the...

  • Account Executive

    11 hours ago

    Atlanta, United States Taboola Full time

    Curious about what it's like to work at the world's number 1 discovery platform as an Advertising Account Executive? We're glad you asked! What is the key purpose of an Advertising Account Executive? As an Advertising Account Executive working on the US Growth Advertising Sales Team in Atlanta, you will focus on developing new business and advocating the...

  • Account Executive

    1 week ago

    Atlanta, Georgia, United States Hueman PE Talent Solutions Full time

    At Hueman PE Talent Solutions, we are seeking an Account Executive to join our team in Atlanta, GA. This is a fantastic opportunity to leverage your exceptional communication and interpersonal skills to build strong relationships with our clients.The estimated salary for this role is around $80,000 - $110,000 per year, depending on experience.Job...

  • Account Executive

    4 hours ago

    Atlanta, United States Yardi Systems, Inc. Full time

    Account Executive Atlanta, GA About the Role: Yardi is seeking a driven and experienced Outside Sales Account Executive to join our team, focusing on the Affordable Housing sector. In this role, you will lead sales efforts within your assigned territory, building strong relationships with prospects and driving new business opportunities. As an Account...

  • Account Executive

    4 weeks ago

    Atlanta, United States Yardi Systems Full time

    About the Role: Yardi is seeking a driven and experienced Outside Sales Account Executive to join our team, focusing on the Affordable Housing sector. In this role, you will lead sales efforts within your assigned territory, building strong relationships with prospects and driving new business opportunities. As an Account Executive, you will manage the full...

  • Account Executive

    11 hours ago

    Atlanta, United States Yardi Systems Full time

    About the Role: Yardi is seeking a driven and experienced Outside Sales Account Executive to join our team, focusing on the Affordable Housing sector. In this role, you will lead sales efforts within your assigned territory, building strong relationships with prospects and driving new business opportunities. As an Account Executive, you will manage the full...

  • Account Executive

    15 hours ago

    Atlanta, United States Shannon Connex Recruiting Full time

    SummaryAre you outgoing and have never met a stranger? Do you have experience in hospitality and know the Atlanta area? This Account Executive position is the champion for national sales and operations support. In this role, you will research available products, send quotes, upsell where necessary, and follow through with the operations team to ensure the...

  • Account Executive

    21 hours ago

    Atlanta, United States Shannon Connex Recruiting Full time

    SummaryAre you outgoing and have never met a stranger? Do you have experience in hospitality and know the Atlanta area? This Account Executive position is the champion for national sales and operations support. In this role, you will research available products, send quotes, upsell where necessary, and follow through with the operations team to ensure the...

  • Account Executive

    3 weeks ago

    Atlanta, United States Yardi Systems Full time

    About the Role: Yardi is seeking a driven and experienced Outside Sales Account Executive to join our team, focusing on the Affordable Housing sector. In this role, you will lead sales efforts within your assigned territory, building strong relationships with prospects and driving new business opportunities. As an Account Executive, you will manage the full...

  • Executive Wholesale Underwriter

    2 weeks ago

    Atlanta, Georgia, United States Criterion Executive Search Full time

    Criterion Executive Search is looking for an experienced wholesale underwriter to join their team in Atlanta. This fast-growing insurance brokerage firm specializes in providing tailored solutions to clients across the South, Mid Atlantic, and Southwest regions.Job Summary:We are seeking a highly skilled underwriter with 3+ years of experience on the...

  • Account Executive

    1 month ago

    Atlanta, United States Bluefin Full time

    Account ExecutiveDepartment: Sales & MarketingEmployment Type: Full TimeLocation: Atlanta, GADescriptionBluefin Payment Systems is the leader in payment and data security. Period. We provide exceptional products and services that protect our clients against malicious hackers that continue to adversely impact nearly every industry. Our PCI-validated P2PE...

  • Account Executive

    4 weeks ago

    Atlanta, United States Yardi Systems, Inc. Full time

    We are currently seeking an experienced Sales Account Executive to join our team at REACH by RentCafe, a leading digital marketing agency owned by Yardi. In this role, you will be responsible for a broad range of duties typical of REACH, but with a primary focus on marketing and selling our Internet Listing Services (ILS) solutions. Your expertise will be...

  • Account Executive

    4 weeks ago

    Atlanta, United States Yardi Systems Full time

    We are currently seeking an experienced Sales Account Executive to join our team at REACH by RentCafe, a leading digital marketing agency owned by Yardi. In this role, you will be responsible for a broad range of duties typical of REACH, but with a primary focus on marketing and selling our Internet Listing Services (ILS) solutions. Your expertise will be...