Strategic Employee Benefits Consultant

1 week ago


Petaluma, California, United States Patriot Growth Insurance Services Full time
About the Role

We are seeking an experienced Account Executive to join our team at Patriot Growth Insurance Services. As an Account Executive, you will be responsible for providing exceptional service to our clients, producers, and fellow team members. Your primary focus will be on managing, developing, and retaining a block of business, analyzing employee benefit products, and recommending solutions to clients.

Key Responsibilities
  • Manage and develop a block of business, ensuring client satisfaction and retention.
  • Analyze employee benefit products and recommend solutions to clients, meeting their unique needs.
  • Prepare renewal presentations and communicate effectively with clients.
  • Stay up-to-date with carrier product portfolios and provide expert advice to clients.
  • Collaborate with the Associate Account Manager to manage workflow and achieve team goals.
  • Provide exceptional customer service, responding promptly to client inquiries and resolving issues efficiently.
Requirements
  • Active Health and Life license with the California Department of Insurance.
  • Three years of industry experience in employee benefits.
  • High school diploma or equivalent degree, college degree preferred.
  • Excellent interpersonal and communication skills, with the ability to work effectively with clients and colleagues.


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