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Employee Benefits Account Management Executive

4 weeks ago

Portland, Maine, United States Cross Insurance Full time
Job Title: Employee Benefits Account Management Executive Job Summary: The Cross Family of Agencies is seeking a highly skilled Employee Benefits Account Management Executive to join our team. As a key member of our Major Accounts Division, you will be responsible for managing complex client relationships, developing and implementing high-level employee benefits strategies, and providing exceptional service to our most valued clients. Key Responsibilities: * Provide strategic direction to clients on employee benefits, including contribution strategy, employee engagement, benefits education, underwriting, employee retention, pharmacy benefit management, and plan design. * Serve as the primary client-facing lead for day-to-day client needs, issue resolution, vendor partner management, and meeting scheduling. * Collaborate with the VP, Major Accounts, to deliver elevated client needs, issues, and negotiation. * Work within a client-specific team to serve all client needs, bringing confidence, experience, and recommendations to the team on how best to serve existing and emerging clients. * Provide exceptional customer service to all clients, whether through phone, in-person, email, or written correspondence. * Assess client needs and provide advice on appropriate coverage levels and products. * Assist clients with documentation requirements, including review and consultation with client staff and legal counsel when necessary. * Respond to client inquiries and correspondence in a timely manner. * Identify opportunities to provide additional products and services to existing clients, increasing sales opportunities and meeting client needs. * Resolve client complaints and issues in a satisfactory manner. * Maintain contact with clients, periodically reviewing their needs and updating their files. Requirements: * Bachelor's Degree or equivalent experience. * 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 a fast-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 for client presentations. * 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.