Employee Benefits Account Executive

About the role

The EB Account Executive at LP Insurance is responsible for managing assigned client accounts, providing financial analysis, renewal/rate negotiations, and account management. This role also involves building strong relationships with clients and carriers, maintaining awareness of competitive dynamics, and coaching and mentoring team members.

Responsibilities

• Develops strong relationships with clients and carriers to assist in meeting their objectives and addressing concerns.
• Remains current on industry trends, new products, and carrier developments to advise clients effectively.
• Answers client questions, identifies objectives, assesses and researches suitable solutions, and arbitrates with carriers on behalf of clients.
• Solidifies “Valued Partner” relationships with clients, building client confidence and awareness of potential issues.
• Prepares marketing specifications, illustrations of client objectives, and relevant exhibits.
• Maintains awareness of carrier competitiveness, market focus, underwriting cycles, network or service issues, and various funding alternatives.
• Coaches and mentors team members, ensuring efficient and accurate servicing of clients.
• Takes initiative and ownership with assigned projects, following through on all aspects of assignments, and initiating reminders for necessary information.
• Prepares benefit and financial exhibits for presentations and conducts carrier/client enrollment meetings.
• Reviews all client contracts for accuracy.
• Stays current through seminars and publications on industry, client, legislative, and regulatory requirements pertinent to employee benefits.
• Seeks out new business opportunities through adding new lines of coverage and/or limits to existing clients, cross-selling to other divisions, and cultivating relationships.

Requirements

• Knowledge of Microsoft Office, agency management/company software, spreadsheets, and databases.
• Minimum of five (5) years of related broker, benefits consulting, and/or carrier experience or equivalent combination of education and experience.
• Active Life and Health Agents/Broker License required.
• High school diploma or equivalent, with a college degree preferred.
• Knowledge of health insurance and products, HIPAA rules and regulations, and the ACA.
• Strong attention to detail and accuracy.
• Skilled in producing strong written and verbal communication.

Benefits

• 401k Plans with employer match, 100% vested after two years of service.
• Medical, Dental, and Vision plans that fit your needs.
• Short-Term and Long-Term Disability, plus Group Life Insurance at no cost to you.
• Paid Time Off to take the time off you need, without worrying about accruals.
• Employee Assistance Program including free counseling, legal advice, and more.

Pay

Competitive salary offered.

Schedule

Flexible schedule to accommodate client and carrier needs.

Skills

Microsoft Office proficiency, agency management, company software, spreadsheets, and databases.

Benefits

• 401k Plans with employer match, 100% vested after two years of service.
• Medical, Dental, and Vision plans that fit your needs.
• Short-Term and Long-Term Disability, plus Group Life Insurance at no cost to you.
• Paid Time Off to take the time off you need, without worrying about accruals.
• Employee Assistance Program including free counseling, legal advice, and more.

How to Apply

Apply online at lpins.net. LP Insurance is an Equal Opportunity Employer.