✨ About The Role
- The Account Executive will serve as the primary point of contact for clients, managing a book of business valued at approximately $1,000,000+.
- Responsibilities include overseeing the open enrollment process and ensuring compliance with all relevant regulations.
- The role requires proactive anticipation of client needs and the development of strategies to address their challenges.
- The Account Executive will also manage requests for proposals and renewals, negotiating with carriers and making recommendations to clients.
- Mentoring junior team members and reviewing their work for accuracy will be part of the job responsibilities.
âš¡ Requirements
- The ideal candidate will have over five years of experience in health and welfare benefits, demonstrating a strong understanding of employer-sponsored plans.
- A proven track record of client-facing experience in the employee benefits industry is essential for success in this role.
- The candidate should possess a Life, Accident, and Health Insurance License, with additional certifications like GBA or CEBS being a plus.
- Strong analytical skills are necessary to research, evaluate, and communicate complex benefit plans effectively to clients.
- The ability to develop and maintain relationships with clients and carrier representatives is crucial for driving revenue growth and client expansion.