Employee Benefits Account Executive

4 weeks ago


Phoenix, Arizona, United States Employee Benefits International Full time
Job Summary

We are seeking an experienced Employee Benefits Account Executive to join our team at Employee Benefits International. As a key member of our team, you will play a crucial role in developing and maintaining relationships with clients, assessing their needs, and delivering tailored benefits solutions.

Key Responsibilities
  • Maintain client census process, ensuring all necessary information is obtained, scrub and analyze enrollment data for submission
  • Create renewal/proposal analysis (Spread) using proposals obtained from carriers and vendors
  • Track and monitor progress, field questions, and review carrier quotes for accuracy to RFP specifications
  • Maintain client records in the agency database and file systems
  • Request and monitor delivery of renewals from carriers
  • Provide backup support for the customization of the Employee Navigator portal
  • Assist with the preparation of communication and proofreading of materials for both internal and external purposes
  • Manage file feed set up with 3rd party vendors and carrier partners
  • Conduct all key meetings as necessary
  • Oversee and ensure all customer service standards are being maintained
Requirements
  • Current AZ Health, Accident, & Life Insurance License
  • Exceptional computer skills, including intermediate or higher-level proficiency in Microsoft Office, PowerPoint, Excel, Word, Outlook, Teams, and other business applications
  • Strong planning and organizational skills, with a demonstrated track record of managing projects
  • High level of emotional maturity and professionalism, with the ability to work discreetly and maintain confidentiality
  • Well-developed and effective written and verbal communication skills, with an excellent grasp of English grammar, punctuation, and format
What We Offer
  • Full-time position
  • M-F, 8-5 in office
  • Health & Dental Insurance Offered
  • 401(k) with Employer Contribution
  • Employer-provided Short Term Disability, Long Term Disability, and Life Insurance
  • Paid Time Off

This is a fantastic opportunity to join a dynamic team and contribute to the success of Employee Benefits International. If you are a motivated and experienced professional looking for a new challenge, please apply today.



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