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Account Executive
2 months ago
Alera Group Pittsburgh is seeking a highly motivated and results-driven Account Executive to join their Employee Benefits team. As a key member of our 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:- Manage and service an assigned book of business, including gathering data, obtaining quotes, and preparing spreadsheet analysis.
- Act as a liaison with carrier partners to ensure accuracy of carrier contracts.
- Become proficient in all plans and products in the assigned book of business and serve as an internal resource.
- Develop, modify, and finalize professional sales presentations, written communications, and other documents.
- Partner with other teams to ensure client needs are met and actions are in compliance with federal, state, and local laws and regulations.
- Manage communications from clients regarding renewal inquiries, coordinate with employers, employees, and insurance carriers to verify insurance-related data, and master internal client management systems.
- Negotiate with carriers and other service providers on behalf of clients, identify and assist in developing cross-selling opportunities, and perform insurance policy, coverage, and exposure reviews.
- Handle day-to-day service requests, conduct open enrollment meetings, and develop specific goals and plans to prioritize, organize, and accomplish assigned work.
- Prepare documents and attend client meetings, keep up-to-date on industry developments and practices, and apply and maintain a strong working knowledge of plan designs and industry trends.
- High level of professionalism with a positive attitude.
- Detail-oriented & self-motivated.
- Ability to multi-task and prioritize in a fast-paced, collaborative environment.
- Consummate, ethical professional with advanced business acumen.
- Proven collaboration, negotiation, and advanced problem-solving skills.
- State Life and Health Licensed or obtain within 3 months of employment.
- Thorough understanding of benefits and benefits processing (medical, dental, vision, LTD, STD, Life, FSA, HSA, HRA, COBRA, etc.).
- Working knowledge of State and Federal Compliance laws.
- Working knowledge of Microsoft Windows applications, specifically MS Office suite.
- Bachelor's degree or equivalent education and experience.
- 3 or more years of client coordination and/or claims management experience in a broker or carrier organization.
We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more. We're an equal opportunity employer and welcome applicants from diverse backgrounds. If you're a California resident, please read the California Consumer Privacy Act prior to applying. #LI-AM1 #LI-Hybrid #PandoLogic
