Account Executive

Duties and Responsibilities

• Ensure adherence to all applicable laws, regulations, and industry standards related to employee Group Benefits.
• Stay updated on changes in legislation and provide guidance to clients and internal teams.
• Conduct regular audits to confirm compliance and identify areas for improvement.
• Serve as the primary point of contact for assigned clients, building and maintaining strong relationships.
• Understand clients' business needs and objectives and provide effective solutions and recommendations accordingly.
• Conduct regular meetings, presentations, and reviews to ensure client satisfaction and retention.
• Work collaboratively with the Producer(s) to support new business development and identify upselling opportunities.
• Collaborate with the Property and Casualty Team to determine cross-selling opportunities and provide a comprehensive benefits package to clients.
• Coordinate efforts with the Producers and Property and Casualty team to deliver a seamless and integrated client experience.
• Oversee the implementation and administration of group employee benefit programs, including health, dental, vision, ancillary lines, retirement plans, wellness plans, etc.
• Collaborate with internal teams to develop benefit strategies that align with clients' goals and budgets.
• Prepare and present benefit plan options, proposals, and renewal materials to clients.
• Coordinate open enrollment activities, including employee education, enrollment assistance, and plan communication.
• Handle employee inquiries regarding benefits, claims, eligibility, and other related matters.
• Maintain accurate client records, documentation, and databases in the agency management system, Applied Systems EPIC.
• Work on various benefit administration platforms for employee benefit enrollment.

Requirements

• Illinois Life and Health license, Required
• 7+ years of Large Group Benefit experience, Required (+50 Lives)
• Fully funded and self-funded insurance experience, Required
• Demonstrated proficiency in a Senior Account Management role in Group Benefits
• Demonstrated proficiency with Applied Systems EPIC
• Demonstrated knowledge of benefits administration platforms, Ease, Employee Navigator
• Proficient in Microsoft Word, Excel and Power Point
• Excellent communication skills, both written and verbal
• Strong interpersonal skills to effectively build and maintain client relationships
• Good organizational skills, with high attention to detail
• Able to multi-task and handle a large volume of items simultaneously
• Able to prioritize and work independently
• Able to work in a team environment

Associated Benefits

• Bonus eligibility
• Hybrid work schedule
• $125,000 - $150,000