Stop Loss Account Executive

Responsibilities

• Strategic Marketing: Collaborate with the Sales Executive to develop and implement marketing strategies for new and renewal accounts.
• Communication Support: Act as the primary communication support to the Sales Executive.
• Client Services: Provide daily client services, including processing and reviewing policies, endorsements, invoicing, certificates of insurance, etc.
• Responsive Communication: Respond to client and carrier inquiries accurately and in a timely manner.
• File Maintenance: Take ownership of electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings/issues/decisions.
• Account Management: Manage assigned accounts in a timely manner, ensuring internal/external compliance and meeting deadlines.
• Liaison Role: Serve as a liaison between internal departments, providing communication and support to external sources (Sales, Broker support, carrier vendors, etc.).
• Workload Prioritization: Plan, prioritize, and complete day-to-day workload, balancing new business, renewal business, and day-to-day service responsibilities.
• Other duties & projects, as assigned.

Qualifications

• Experience: 3+ years in Group Benefits with at least 1+ years in Account Management required.
• Industry Knowledge: Stop loss and/or Ancillary coverage knowledge strongly preferred.
• Education: College degree or 2 to 3 years of equivalent work experience strongly preferred.
• Licensing: Must already have or be willing to obtain a Health and Life insurance license.
• Technical Proficiency: Proficiency with Excel, Outlook, SharePoint, and Teams required.
• Confidentiality: Ability to maintain strict confidentiality.
• Organizational Skills: Strong organizational skills and high attention to detail required.
• Communication Skills: Ability to effectively communicate, both written and verbally, with internal and external parties.
• Adaptability: Ability to multi-task, adjust to changing priorities, and meet deadlines in a fast-paced environment.
• Team Collaboration: Ability to work cooperatively and jointly with various staff members.

Benefits

Flexibility: Enjoy a hybrid work environment with flexible scheduling options.

Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.

Continual Learning: Thrive in a collaborative, education-focused work environment.

Anual Bonus Program: Earn incentives through our performance-based bonus program, designed to reward you for achieving key goals and contributing to the company's success.