Employee Benefits - Account Executive

Job Details

The employee benefits Account Executive will be responsible for high-level customer experience/services. Working a non-select book of business which is made up of large and/or self-funded clients. Key focus is around retention and rounding out of accounts.

Essential Duties & Responsibilities

• Develop, implement and manage client Service Plans with Producer and Account Management team.
• Meet with clients on a regular basis as determined by the client service plan.
• Cross-sell existing business in personal book and co-produced accounts responsible to retain.
• Aid with necessary marketing for preparation of bid specifications and new sales process.
• Aid with marketing on top accounts to verify bids meet the specifications.
• Aide Producer and Account Manager in pre-renewal meetings as set in the workflow procedures and accounts defined by the agency.
• Prepare Stewardship Report prior to pre-renewal/proposal meetings.
• Maintain a proactive service approach and relationship with clients.
• Aid Producers, Marketing and Account Manager in renewal strategy.
• Generate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients.
• Proof policies for accuracy of coverage and contract terms on accounts defined by agency.
• Aid in solving escalated service issues when needed.
• Aid in renewal/new proposals/presentations to existing clients and prospects if needed.
• Document service issues and meetings/phone calls with client in the EPIC Agency Management system.
• Utilize ALL technology tools and resources to create internal and external efficiencies and provide value added services to customers.
• Oversee client education and communication needs.

Education Qualifications & Experience

• Bachelor’s degree in Business or any other related degree.
• Experience Related experience includes previous sales & service experience, preferably in Life & Health insurance industry.
• Licenses & Certifications Life & Health License.
• Additional Designations preferred.

Skills & Competencies

• Strong verbal and written communication skills with the ability to build effective relationships.
• Excellent analytical, problem-solving, and decision-making abilities.
• Ability to research issues, review materials for accuracy, and clearly summarize policy information for clients.
• Proficiency in Microsoft Office products, including Teams and Outlook.
• Highly organized with strong attention to detail and the ability to manage multiple priorities.
• Self-starter who demonstrates initiative and can work both independently and collaboratively.
• Positive, team-oriented attitude with a strong customer service mindset and passion for the insurance industry.

Why Work for Ansay?

Ansay is a growing, employee-focused insurance agency with strong community roots. We value collaboration, continuous improvement, and professional growth, and we invest in our people through training, technology, and career development opportunities. At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations - It’s the Ansay Way!

As such the following core values guide our behaviors: Respect – Compassionate and Loyal, Integrity – Honesty and Trustworthy, Accountability – Responsible for Actions & Results, Passion – Unfailing Dedication & Pride In Work, Positive “I Can Do” Mentality – Constant, Never-Ending Improvement, Excellence / Professionalism – High Expectations & Pursuit of Opportunities to further our Capabilities.

Benefits & Perks

• Competitive compensation.
• Medical, dental, and vision insurance.
• 401(k) with company match.
• Paid time off and paid holidays.
• Professional development and designation support.
• Career growth opportunities.