Employee Benefits Account Executive
4 weeks ago
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
- 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
- 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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