Employee Benefits Account Executive
1 week ago
Employee Benefits International is seeking an experienced and forward-thinking Employee Benefits Account Executive to join our team. As a key member of our organization, you will play a pivotal 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
- Creates renewal/proposal analysis (Spread) using proposals obtained from carriers and vendors.
- Tracks and monitors 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
- Provides 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 such as benefit guides, client presentations, and marketing analysis reports.
- Manage file feed set up with 3rd party vendors and carrier partners
- Conducts all key meetings as necessary
- Overseeing and ensuring 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 and key attention to detail; demonstrated track record of managing projects.
- High level of emotional maturity and professionalism. Ability to work discreetly. Maintaining privacy and confidentiality is a must.
- Well-developed and effective written and verbal communication skills, with an excellent grasp of English grammar, punctuation, and format.
Benefits:
- 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
Job Type: Full-time
Salary: $150,000 - $200,000
Job Posted by: Employee Benefits International
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