Employee Benefits Account Executive

1 week ago


Phoenix, Arizona, United States Employee Benefits International Full time
Job Overview

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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