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Senior Account Executive, Employee Benefits Specialist
2 months ago
At Acrisure LLC, 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 executing strategies to grow and diversify our client portfolio.
Responsibilities:- Develop and implement action plans to achieve client goals and objectives
- Maintain a high level of customer satisfaction through effective communication and relationship-building
- Work closely with the sales team to identify new business opportunities and develop proposals to secure new clients
- Collaborate with insurance carriers to secure quotes and verify required specifications
- Review and process various documents, including policies, endorsements, and invoices
- Document all activities in our agency management system
- Prepare clear and concise proposals to effectively communicate marketing results with clients
- Complete and audit all internal documents, ensuring accuracy and compliance with organization policies and procedures
- Active Health & Life License Required
- 10+ years of experience as an EB Account Executive or similar experience
- Strong organizational skills, with 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
- Competitive Compensation
- Industry-Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Hybrid work option
- Opportunities for Growth
- Educational Resources
- Generous time away