Employee Benefits Account Executive

1 week ago

Atlanta, Georgia, United States Oakbridge Insurance Agency LLC Full time
Job Overview

SUMMARY: Guided by the core values and mission of Oakbridge Insurance Agency, the Employee Benefits Account Executive plays a crucial role in managing client relationships within the employee benefits sector. This position involves fostering connections, assisting both current and prospective clients, assessing their insurance requirements, and orchestrating the implementation of benefit plans tailored to those needs. The primary objective is to deliver effective solutions for clients while ensuring a positive interaction with the agency.

This role specifically targets the small group market, focusing on organizations with 2-50 employees.


KEY RESPONSIBILITIES:

· Oversee the marketing process for both new and renewal business opportunities.

· Evaluate plan alternatives; juxtapose existing plans with marketing outcomes.

· Analyze data received from various insurance carriers.

· Negotiate terms and pricing of plans.

· Suggest products that align with clients' financial constraints, plan goals, and benefits philosophy.

· Collaborate with agency brokers to devise innovative and effective benefit solutions.

· Develop a structured enrollment timeline for assigned accounts.

· Coordinate specific enrollment strategies for clients.

· Conduct group meetings, whether in-person or via call center enrollments.

· Tailor enrollment materials and online resources to meet client needs.

· Implement all selected enrollment materials with carriers.

· Address complex service requests from employers, including billing, claims, eligibility, and compliance matters.

· Supervise the creation, execution, and accuracy of contracts, benefits summaries, and SPDs.

· Stay informed on industry trends and updates regarding new product development, regulations, and technology.

· Respond promptly to inquiries from clients, carriers, and brokers.

· Advise clients on compliance-related issues.

· Act as the liaison between clients, carriers, and brokers on a daily basis.

· Cultivate and manage client relationships at all organizational levels.


QUALIFICATIONS:

- Strong analytical skills with the ability to independently research and resolve issues.
- Exceptional attention to detail.
- Capacity to manage multiple projects simultaneously with minimal supervision.
- Proficient in planning, organizing, executing, monitoring, and adapting in a collaborative environment.
- Demonstrated sense of urgency in task completion.
- Effective negotiation and closing skills.
- Excellent interpersonal, written, and verbal communication abilities.
- Strong customer service, organizational, and time management skills.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.).

PREFERRED EDUCATION/EXPERIENCE:

- Bachelor's degree in Risk Management, Business, or a related discipline.
- Fundamental understanding of medical, dental, vision, life, and disability income coverages, products, and industry operations.
- Life and Health Insurance License (to be obtained within 90 days).


ABOUT OAKBRIDGE INSURANCE AGENCY:

Oakbridge Insurance Agency is redefining the insurance and risk management landscape, committed to transforming how business is conducted in our industry. With a legacy of over a century, our founding firms have collaborated in small communities across the Southeast, fostering similar cultures and best practices while earning mutual respect in the field. Established on January 1, 2021, Oakbridge continues to expand by welcoming partners who share our vision and core values, dedicated to serving our communities effectively.

Our greatest asset is our people. We provide a supportive and flexible work environment, along with comprehensive benefits designed to meet the needs of our employees and their families. Our benefits package includes a 401k plan with immediate participation, company matching, and full vesting from day one. We also offer company-paid life insurance and short- and long-term disability coverage, alongside a robust health insurance plan with various supplemental options.

Oakbridge Insurance is an equal-opportunity employer, committed to fostering diversity and inclusion within our workplace. We uphold a strict policy against discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy encompasses all employment practices, including hiring, recruitment, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs.

For more information, please visit our website.

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