Senior Account Executive, Employee Benefits Specialist
3 weeks ago
About the Role:
We are seeking a highly skilled Senior Account Executive to join our Employee Benefits team. As a key member of our team, you will be responsible for developing and implementing action plans to reach client goals and suggesting potential upgrades to grow or diversify client portfolios.
Key Responsibilities:
- Develop and maintain an assigned book of business, ensuring exceptional client satisfaction and retention.
- Collaborate with the sales team to acquire new clients and expand existing relationships.
- Work closely with insurance carriers to secure quotes and verify required specifications.
- Prepare and market new and renewal submissions, ensuring timely and accurate processing.
- Review and process various documents, including policies, endorsements, and invoices.
- Document all activities in our agency management system, ensuring accurate and up-to-date records.
- Prepare clear and concise proposals to effectively communicate marketing results with clients.
- Complete and audit all internal documents, ensuring accuracy and compliance.
- Coordinate resources, negotiate contracts, and monitor account performance, ensuring optimal results.
- Adhere to and comply with organization policies and procedures, sales and service standards, and established workflows.
- Demonstrate effective and efficient quality control through proper file documentation and maintenance, ensuring compliance with organization error and omission standards.
Requirements:
- Active Health & Life License Required.
- Experience with Applied Epic or similar agency management software.
- Strong organizational skills, with the ability to discern priority and initiative.
- Computer skills, specifically Microsoft Word, Outlook, and Excel.
- Excellent verbal and written communication skills, as well as strong interpersonal skills.
- Mathematical Skills: Ability to calculate figures and amounts, such as discounts, interest, premiums, commissions, proportions, and percentages.
- Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions, and deal with a variety of variables furnished in written, oral, diagram, or schedule form.
- Able to apply principles of insurance to various situations, demonstrating how a range of situations may be affected by the principles of insurance.
- Employee Navigator Experience a plus.
Education/Experience:
- Associate degree or higher preferred.
- 10+ years as an EB Account Executive or similar experience.
Benefits & Perks:
- Competitive Compensation.
- Industry-Leading Healthcare.
- Savings and Investments.
- Charitable Giving Programs.
- Offering hybrid work option.
- Opportunities for Growth.
- Educational Resources.
- Generous time away.
Acrisure is a fast-growing fintech leader that operates a global insurance broker. We provide a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines, and employee benefits insurance, real estate services, cyber services, and asset and wealth management. Our massively valuable, high-margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
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