Employee Benefits Account Executive
2 weeks ago
Harrison Gray Search & Consulting is collaborating with a prominent insurance agency in West Michigan seeking an Employee Benefits Account Executive.
About Our Client:
With a legacy spanning over 80 years, this organization is committed to delivering exceptional service and insurance management, ensuring their clients can operate without concerns. They have access to a wide array of carriers, allowing them to effectively align clients with optimal insurance solutions. Their expansion is fueled by a dedication to humility and integrity, gauging success by the positive influence they have on families, businesses, and the community.
As a distinguished insurance provider, they focus on crafting innovative solutions for clients who appreciate personalized service and are devoted to assisting others. Their achievements are rooted in robust relationships and a strong reputation, as clients depend on them to safeguard their businesses and families.
Role Overview:
As a vital member of the Employee Benefits team, the Account Executive will support Producers with new business initiatives and renewals, while also providing comprehensive client assistance.
Key Responsibilities:
- Assists the Producer by collecting information on new and existing accounts, subsequently submitting it to carriers or technical teams for proposal generation.
- Evaluates carrier proposals, advises the Producer, and prepares formal presentation materials.
- Represents clients during presentations in the absence of the Producer.
- Facilitates workflow among internal personnel, clients, and insurance carriers.
- Implements requested coverage modifications for clients.
- Ensures seamless transitions between insurance providers.
- Conducts regular service calls on all accounts and provides reports on them.
- Updates account details in the management system for carrier modifications or renewals.
- Remains informed about carrier updates and relevant regulations, sharing insights with clients and team members.
- Fosters and maintains positive relationships with insurance carriers to fulfill client requirements and enhance business processes.
- Addresses or refers all client inquiries as necessary.
Essential Qualifications:
- Life and Health insurance license is mandatory.
- Understanding of insurance products, rating processes, coverage, and industry practices.
- Excellent organizational and coordination abilities.
- Capability to manage multiple tasks and prioritize effectively in a dynamic environment.
- Intermediate proficiency in computer applications: word processing, spreadsheets, and email. Familiarity with the Epic agency management system is advantageous.
#ZR
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