Employee Benefits Sr. Account Executive

Responsibilities

• Managing a portfolio of multiple group health plans, ensuring their employee benefit needs are met with precision and professionalism.
• Ensuring Plan Sponsor compliance with industry regulations.
• Develop action plans to reach client goals and suggest potential upgrades to grow or diversify client portfolios.
• Responsible for maintaining and servicing an assigned book of business.
• Prepare and market new and renewal submissions in conjunction with sales and service team.
• Work with insurance carriers to secure quotes and verify required specifications.
• Review and process various documents including policies, endorsements and invoices.
• Document all activities in agency management system.
• Prepare clear and concise proposals to effectively communicate marketing results with clients.
• Complete and audit all internal documents, ensuring accuracy.
• Cook up and coordinate resources, negotiate contracts and agreements, and monitor account performance.
• Adhere to and comply with organization policies and procedures, sales and service standards and established workflows.
• Demonstrate effective and efficient quality control through proper file documentation and maintenance to comply with organization errors and omission standards.

Requirements

• Active Health & Life License Required.
• 3 or more years managing self-insured group health plans.
• Experience with Applied Epic or similar agency management software.
• Strong organizational skills - the ability to discern priority and initiative.
• Computer skills, specifically Microsoft Word, Outlook and Excel.
• Excellent verbal and written communication skills as well as strong interpersonal skills.
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
• Able to apply principles of insurance to various situations, demonstrating how a range of situations may be affected by the principles of insurance.
• Employee Navigator Experience a plus.

Qualifications

• Associate degree required.
• 5+ years as an EB Account Executive or similar experience.

Skills

• Effective communication skills.
• Organizational skills.
• Computer skills (Microsoft Word, Outlook, Excel).
• Mathematical skills.
• Reasoning skills.
• Principles of insurance.

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Pay

The base compensation range for this position is $130 - $175. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Schedule

Not specified.

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.