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Strategic Account Executive

2 months ago

New York, New York, United States Innovative Benefit Planning Full time
Job Description

We are seeking a highly skilled Strategic Account Executive to join our team at Innovative Benefit Planning. As a key member of our Employee Benefits Practice, you will be responsible for fortifying and expanding relationships with our clients, ensuring growth and profitability in our Employee Benefits Practice.

About the Role:

  • Oversee strategic planning and consulting advice to clients, including overseeing efforts in the production of Requests for Proposal (RFP), coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations.
  • Work with all clients' related stakeholders to facilitate communication and ensure effective client compliance.
  • Oversee new client onboarding and annual renewal implementation, ensuring seamless transitions and client satisfaction.
  • Develop and maintain strong relationships with clients, vendors, and carriers to drive business growth and profitability.

Responsibilities:

  • Manage the day-to-day projects of selected account managers and others in the employee benefits practice to ensure an elevated level of client satisfaction.
  • Monitor the educational needs of the account management position and coordinate/teach any courses/tutorials needed to maintain account manager proficiency.
  • Attend regular meetings with Innovative principles to review and discuss issues relating to account management and the operation of the company, business needs, etc.
  • Conduct regular meetings with Innovative staff to discuss timely and/or relevant issues relating to the company or industry.
  • Maintain education in the industry as measured by enrollment in or possession of various certification/degree programs (RHU, CEBS, AHIP, etc.).

Requirements:

  • Bachelor's degree or equivalent experience.
  • 5+ years of experience in Employee Benefits.
  • Valid Life and health insurance license.
  • Strong communication and interpersonal skills, with the ability to interact and communicate with various carriers and vendors.
  • Critical thinking and decision-making skills, with the ability to identify problems or opportunities and develop solutions.

What We Offer:

  • A competitive salary and benefits package, including medical, dental, vision, life, and disability plans, 401(k) plan with employer contributions, and tuition reimbursement program.
  • A hybrid work environment to ensure a positive work-life balance.
  • Opportunities for professional growth and development, with a commitment to workplace wellness programs and events.

About Us:

Innovative Benefit Planning is a woman-owned business that thrives on innovation and integrity, shaping employee benefits, wellness, HR Consulting, and group retirement planning nationwide. We celebrate diversity and are committed to creating an inclusive environment for all employees.