Dynamic Account Executive

3 days ago

Penn, Pennsylvania, United States Alera Group Full time
About the Role

Alera Group is seeking a highly skilled and experienced Account Executive to join their Employee Benefits team. As a key member of the team, you will be responsible for managing and servicing an assigned book of business while assisting in the growth of this book of business.

Key Responsibilities
  • Business Development: Gather data needed to market medical plans, obtain quotes, and prepare spreadsheet analysis.
  • Liaison with Carrier Partners: Act as a liaison with our carrier partners to ensure the accuracy of carrier contracts.
  • Product Knowledge: Become proficient in all plans and products in the assigned book of business and be an internal resource.
  • Client Communication: Develop, modify, and finalize professional sales presentations, written communications, and other documents.
  • Team Collaboration: Partner with other teams to ensure client needs are met and that actions are in compliance with federal, state, and local laws and regulations.
  • Client Management: Manage communications from clients regarding renewal inquiries.
  • Data Verification: Coordinate with employers, employees, and insurance carriers to verify insurance-related data.
  • System Management: Master internal client management systems including Act and Employee Navigator.
  • Renewal and Proposal Processes: Engage clients and prospects in gathering and preparing renewal information.
  • Negotiation: Negotiate, on behalf of the clients, with carriers and other service providers.
  • Cross-Selling Opportunities: Identify and assist in developing cross-selling opportunities.
  • Policy Reviews: Perform insurance policy, coverage, and exposure reviews.
  • Day-to-Day Service: Handle day-to-day service requests (sensitive administrative tasks).
  • Open Enrollment Meetings: Conduct open enrollment meetings.
  • Goal Setting: Develop specific goals and plans to prioritize, organize, and accomplish assigned work.
  • Document Preparation: Prepare documents and attend client meetings.
  • Industry Knowledge: Keep up-to-date on industry developments and practices.
  • Plan Design and Trends: Apply and maintain a strong working knowledge of plan designs and industry trends.
Requirements
  • Professionalism: High level of professionalism with a positive attitude.
  • Attention to Detail: Detail-oriented & self-motivated.
  • Multi-Tasking: Ability to multi-task and prioritize in a fast-paced, collaborative environment.
  • Business Acumen: Consummate, ethical professional with advanced business acumen.
  • Problem-Solving: Proven collaboration, negotiation, and advanced problem-solving skills.
  • Licensing: State Life and Health Licensed or obtain within 3 months of employment.
  • Benefits Knowledge: Thorough understanding of benefits and benefits processing (medical, dental, vision, LTD, STD, Life, FSA, HSA, HRA, COBRA, etc.).
  • Compliance Knowledge: Working knowledge of State and Federal Compliance laws.
  • Technical Skills: Working knowledge of Microsoft Windows applications, specifically MS Office suite.
  • Education: Bachelor's degree or equivalent education and experience.
  • Experience: 3 or more years of client coordination and/or claims management experience in a broker or carrier organization.
  • Remote Schedule: Remote schedule available.
  • Travel: Able and willing to travel at least 25% of the time for networking, prospecting, and to client locations and industry events.
About Alera Group

Alera Group is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States. We are dedicated to understanding our clients' business needs, human resource objectives, financial goals, and long-term strategic plans. We strive to find new and innovative ways for employers to offer high-quality, affordable benefits to their employees now and in the years to come.

We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401(k), paid time off, and much more.

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.

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