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Employee Benefits Account Executive
2 months ago
Alera Group, a leading risk consulting and insurance agency, is seeking a highly skilled Employee Benefits Account Executive to join our team
Job Summary:
The Employee Benefits Account Executive will be responsible for implementing all aspects of employee benefit programs, including self-funded products, and maintaining carrier relationships. This individual must have a deep understanding of current regulations and compliance, as well as the ability to think holistically to foresee potential issues and support the sales team in exploration and expansion through growth opportunities.
Key Responsibilities:
- Take primary ownership of assigned clients by processing all service plan requirements and seeking ways to add value each year.
- Maintain Client Relationships that resolve:
- Specific Client Needs
- Potential Service Challenges
- Carrier Relationships
- Client Claims/Concerns
- Lead most client meetings and follow a process where key questions are asked, client expectations are clear and confidence is demonstrated.
- Clearly document all correspondence and contacts within the agency management system.
- Embrace the company's process for new account hand-off to ensure that you are focused on retaining and growing existing business.
- Participate with the Sales Team in sales meetings and conferences to further the Team's relationships with our clients and prospects.
- Work with the Employee Benefits Team to identify areas in the organization where efficiencies can be achieved (workflows, technology, etc)
- Stay ahead of ever changing laws and regulations to assist our clients staying in compliance.
Requirements:
- 5 years, licensed Employee Benefits account management experience.
- Self-funded medical experience
- Knowledge of all medical and ancillary insurance products, usages and markets.
- Proficiency using Microsoft Office (Word/Excel) and ability to utilize computer programs and understand functionality. Agency Management system experience required;
- Excellent written and oral communication skills.
- Exceptional organizational skills, problem solving and decision-making abilities.
- Above average analytical skills.
- Ability to multi-task.
- The desire and willingness to continue to grow and learn.
- Integrity, drive, ambition and a positive attitude.
We Offer:
Alera Group offers 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:
Alera Group is 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.
California Residents:
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
