Account Director

1 week ago

Bethlehem, United States W3Global Inc. Full time
Job DescriptionJob Description

About us:

We are a nationally recognized provider of comprehensive employee benefits solutions, dedicated to helping organizations optimize their benefits plans and enhance employee satisfaction. With a commitment to predictability, advocacy and providing a level of day-to-day support unmatched in the industry, we empower organizations to attract and retain top talent while achieving their business objectives.

We are a fiercely independent employee benefits consulting firm representing over 200 corporate clients across the US and Canada. We specialize in health, life, disability, strategic wellness, and other benefit needs, and its team members are known for their commitment to "No Lazy Answers." we has received many awards and accolades, among them "Best Benefits Consulting Firm," "Fastest Growing," "Inc. 5000," and "Who's Who." Voted one of the "Best Places to Work" two years in a row, we focused on employee satisfaction, growth, and retention. We have created a work environment and culture where employees know the true definition of teamwork, feel empowered to be themselves, and are heard. We also offer training and tuition assistance to help our employees grow personally and professionally.

Responsibilities:

  • As an Account Director (Group Employee Benefits)

  • Manage Key Accounts within company Book of Business including strategic planning, long-term relationships, and analyzing current plans as well as future opportunities

  • Establish strategic goals for all key accounts

  • Ensure the Account Management team successfully meets all established goals for key accounts

  • Manage and execute the complete Strategic Renewal Process including compiling data for RFP, negotiating with carriers, meetings with the internal team on marketing, coordinating Open Enrollment meetings and all necessary follow-up by verifying correct rates/plans are implemented by the carrier

  • Prepare and execute presentations related to Pre-Renewal, Renewal, Year-End Review, Multi-Year Planning, etc. for each key account

  • Prepare and deliver client monthly and quarterly reports in coordination with the data team.

  • Provide a comprehensive understanding of the issues and laws pertinent to the industry, including the Affordable Care Act and Consolidated Appropriations Act

  • Communicate with EVP of Client Retention regularly on all accounts

  • Provide outstanding customer service to all current and prospective clients

  • Strategize with the EVP of Client Retention to make decisions on the needs and growth of the agency as it relates to your assigned book of business

  • Build value-added products and services to produce organic growth within your assigned book of business

  • Support new business team and Producers with new business proposal developments

  • Prepare and attend prospect meetings with new business team and/or Producers

  • Conduct transition meetings from new sales to account management with new clients

Qualified Candidates Should Possess:

  • Bachelor's degree in business administration, finance, human resources, marketing communications or another related field is preferred.

  • The ideal candidate will have 5-8 years of business experience and knowledge of Group Employee Benefits or Account Management.

  • The desired individual will have demonstrated project management skills and ability to participate in business development activities, as well as understanding of health and welfare underwriting, analytics and modeling.

  • Prior experience managing an Account Team is a plus.

  • Knowledge of and familiarity with current Health, Life, Dental, Vision, Long-Term Disability (LTD), Short-Term Disability (STD) and Long-Term Care products.

  • Insurance Licenses (Life, Accidental & Health) required or completed within 90 days from date of hire.

  • Comprehensive understanding of insurance rating processes for fully-insured, experience rated, and self-funded plans (underwriting background is a plus).

  • Experience spread-sheeting rates and interpreting reports from insurance carriers.

  • Superior oral and written communication skills and the ability to present professionally via in-person, online, over the phone and written communications.

  • Ability to establish a rapport and build relationships with clients and carrier representatives

  • Exceptional active listening skills.

  • Strong computer skills including MS Office Suite and Google. Prior experience with Salesforce and Zywave Brokerage Builder is a plus.

  • Ability to manage multiple projects while working in a fast-paced, high-intensity work environment.

  • Excellent organizational skills and the ability to prioritize tasks appropriately.

  • Self-starter with the willingness to learn and work independently.

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