Account Manager
1 month ago
Specialty Program Group is seeking an experienced Account Executive to join our team. As an Account Executive, you will be responsible for interfacing with benefits prospects in the small group space, securing benefits plans, and building relationships with HR technology partners and HUB broker teams.
Key Responsibilities:- Engage with prospective clients and HR technology vendors to evaluate needs and develop strategies for benefits plans.
- Lead quoting and implementation processes of client benefits packages, with support from benefits experts.
- Work with internal teams to understand available resources and optimization opportunities.
- Analyze and compare insurance plans to determine suitability and negotiate with Underwriters and carriers.
- Provide professional and courteous service to clients, carrier representatives, business partners, and SPG colleagues.
- Manage and conduct client meetings, documenting conversations with clients and carrier representatives.
- Develop and streamline overall strategy delivered to prospects, working with SPG leadership and operations teams.
- Ensure data accuracy in SPG computer systems and automated agency management systems, preparing reports for Management as required.
- Stay up-to-date with industry changes and attend continuing education training and courses.
- Act as a consultant, making recommendations to clients in response to industry shifts and changes.
- Travel on company business as required and support, mentor, and train lower-level colleagues.
- 5-7 years of applicable HR Technology and/or Employee Benefits experience.
- Existing Life and Health License.
- High School Diploma or equivalent required; College Degree preferred.
- Experience and excellence in a fast-paced environment.
- Superior customer service and problem-solving skills with the ability to work in a team environment.
- Strong ability to listen, discern, and prioritize with clients, colleagues, and carrier representatives.
- Adapt to situations requiring precise attainment of set limits, tolerances, or standards.
- Strong written and oral communication skills.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
- Ability to utilize and be proficient in broker management systems.
- Strong organizational, problem-solving, and time management skills.
The expected total compensation for this position is around $200,000, depending on experience. Compensation and bonus levels will be determined by fit for the specified duties and responsibilities.
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