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Account Executive

2 months ago

Pittsburgh, Pennsylvania, United States Alera Group Full time
About the Role

Alera Group Pittsburgh is seeking a highly skilled and dynamic Account Executive to join their Employee Benefits team. As a key member of the team, you will be responsible for managing and servicing an assigned book of business while assisting in the growth of this book of business.

Key Responsibilities
  • Gather data to market medical plans, obtain quotes, and prepare spreadsheet analysis.
  • Act as a liaison with carrier partners to ensure accuracy of carrier contracts.
  • Become proficient in all plans and products in the assigned book of business and serve as an internal resource.
  • Develop, modify, and finalize professional sales presentations, written communications, and other documents.
  • Partner with other teams to ensure client needs are met and actions are in compliance with federal, state, and local laws and regulations.
  • Manage communications from clients regarding renewal inquiries.
  • Coordinate with employers, employees, and insurance carriers to verify insurance-related data.
  • Master internal client management systems, including Act and Employee Navigator.
  • Engage clients and prospects in gathering and preparing renewal information.
  • Manage renewal and proposal processes.
  • Negotiate with carriers and other service providers on behalf of clients.
  • Identify and assist in developing cross-selling opportunities.
  • Perform insurance policy, coverage, and exposure reviews.
  • Handle day-to-day service requests and sensitive administrative tasks.
  • Conduct open enrollment meetings.
  • Develop specific goals and plans to prioritize, organize, and accomplish assigned work.
  • Prepare documents and attend client meetings.
  • Stay up-to-date on industry developments and practices.
  • Apply and maintain a strong working knowledge of plan designs and industry trends.
Requirements
  • State Life and Health Licensed or obtain within 3 months of employment.
  • Thorough understanding of benefits and benefits processing (medical, dental, vision, LTD, STD, Life, FSA, HSA, HRA, COBRA, etc.).
  • Working knowledge of State and Federal Compliance laws.
  • Working knowledge of Microsoft Windows applications, specifically MS Office suite.
  • Bachelor's degree or equivalent education and experience.
  • 3 or more years of client coordination and/or claims management experience in a broker or carrier organization.
  • Remote schedule available.
  • Ability to attend client meetings face-to-face.
  • Able and willing to travel at least 25% of the time for networking, prospecting, and to client locations and industry events.
What We Offer

Alera Group Pittsburgh offers comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more.

We are an equal opportunity employer and welcome applications from diverse candidates. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.