Account Executive - Employee Benefits

About the role

Apex Benefits, a leading benefits consulting firm headquartered in Indianapolis, IN, is seeking a growth-minded and dynamic Account Executive to support more clients. This role manages and coordinates client service activities as the primary contact for retention and growth of group business accounts with typical group sizes of 25–500 employees. The position provides outstanding customer service, effective process management, and consultative analysis working in collaboration with a Client Advisor. This position is based on the north side of Indianapolis, IN.

Responsibilities

• Implement and setup new clients according to established Best Practices at Apex Benefits
• Organize and prepare material for client meetings to be presented by Advisor or Account Executive
• Assist with development of client's short and long-range planning strategies and goals
• Monitor client's goals from inception through renewal via execution of the Apex Benefits Service Cycle
• Actively seek opportunities to develop additional lines of coverage for existing clients
• Manage communication, product placement and carrier relations through the renewal process
• Work with chosen vendors setting up client programs timely and efficiently, ensuring that all necessary paperwork is complete and accurate
• Work with Advisors and internal staff to insure superior retention results
• Nurture excellent client relations and consulting best practices regarding client problem resolution and facilitate carrier/client relations
• Create and maintain both paper and electronic files with client appropriate documentation including tracking the receipt of appropriate contracts, agreements, reports and reviewing them for accuracy
• Documenting customer service notes and action items in our internal database
• Supporting the completion of 5500 and other legislative plan requirements for clients
• Provide client summaries to Apex Benefits leadership
• Adhere to standards of quality established by Apex Benefits

Qualifications

• Minimum of 3-5 years prior employee benefits account management experience with a focus on sales
• Hold appropriate state insurance licenses
• Bachelor's degree preferred
• Connectivity to or background in Human Resource is a plus
• Industry designations such as CEBS, PHR, SPHR preferred but not required

Skills

• Proven ability to be collaborative with strong multi-tasking skills
• Able to provide superior customer service
• Ability to employ strong, effective problem-solving skills
• Possess proven listening and discovery skills
• Have strong organizational, time management and analytical ability
• Must possess excellent verbal and written communication skills
• Ability to participate in key sales presentations and provide assistance to the sales process
• Must have a positive attitude, strong work ethic, and be goal oriented
• Be a self-starter with the ability to work productively and proactively without supervision
• Be a team player who contributes positively to the client management team effort and is willing to help other teammates when needed
• Capable of maintaining confidential information
• Able to respond to change positively and handle other essential tasks as assigned
• Must be proficient in Word, Excel, along with project and database management

Benefits

• Working with a team of talented and collaborative professionals
• Ongoing training and development
• Tuition reimbursement
• Medical, dental, and vision insurance
• Life insurance
• Long-term disability
• Short-term disability
• Flexible savings accounts
• Critical illness and accident insurance
• Business travel accident insurance
• Paid time off
• Paid volunteer time off
• Paid holidays
• 401(k) retirement plan match
• Paid parental leave
• Pet insurance
• Wellness incentives
• E.A.P. services

Pay

Starting salary is $65,000 commensurate with experience, with a first year projected commission goal of $10,000+ plus bonus opportunities.