Group Benefits Account Executive (Small Accounts)

JOB SUMMARY

The Account Executive is the primary client relationship manager for a designated book of business within our Group Benefits Division. The Account Executive communicates with the client and manages the account from a retention standpoint for the successful annual renewal of the client’s insurance program. The Account Executive is the primary service manager for daily service and administration of the client account. They are responsible for making efficient and effective policy changes and respond to all normal customer requests including claims. The Account Executive identifies potential healthcare business customers and is accountable for prospecting from presale to implementation. The Account Executive will be responsible for advising clients on Exchanges – both Public and Private.

Essential Functions

• Serve as the primary client service point-of-contact to the insured
• Prepare and present new & renewal marketing
• Handle & resolve service issues: billing, eligibility, claims and customer service
• Identify potential healthcare business customers
• Advise/consult on client issues, particularly health care reform
• Cross train as needed

Additional Responsibilities

• Perform other miscellaneous tasks as assigned by agency management
• Respond to requests in a timely manner
• Adhere to client service standards of the division and agency
• Participate in training and seminar courses
• Follow guidelines outlined in WD employee manual
• Maintain awareness of legislation that pertains to employee benefits and communicate updates with Benefits Division and clients

Requirements

• Bachelor’s Degree, preferred
• 2 years’ experience in Group Employee Benefits and Group Health Plans, required
• Independent agency Employee Benefit experience, preferred
• Life & Health license (will be required within the first six months)
• Knowledge, Skills And Abilities:
• Proficient with Microsoft Excel, Word, PowerPoint and Outlook
• Effective presentation skills supported by excellent verbal and written communication
• Demonstrate leadership ability and initiative
• Ability to push past rejection to achieve results

Summary

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands And Work Environment

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies.
• The employee frequently is required to see, talk and hear.
• The employee is occasionally required to stand, walk, and reach with hands and arms.
• The employee must regularly lift and/or move up to 10 pounds.
• The noise level in the work environment is usually light.

How To Apply

Qualified candidates please apply on our website here.

Equal Opportunity Employer

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.