Account Executive Lead - Employee Benefits

Colonial Group; Texas; On-site; USD 90,000 - 130,000; Full time

Job summary

Colonial Group is seeking an experienced account manager to act as the primary liaison for assigned client accounts. You will lead a service team, manage complex client relationships, and drive renewal opportunities.

Responsibilities include identifying cross-sell opportunities, coordinating with Producers, and ensuring timely delivery of services and contract analyses. A strong background in insurance and licensed status is required.

Qualifications

• Requires Bachelor's degree or equivalent with 10+ years in related work. Regarded CE for license renewal.
• Strong communication skills, both verbal and written.
• Ability to manage multiple priorities and deadlines effectively.
• Experience maintaining and growing client relationships in a service environment.

Responsibilities

• Manage client services and relationships with minimal input from Producers.
• Oversee a large book of business through the service team.
• Develop new business leads from Producers and cross-sell opportunities.
• Serve as the primary client contact from lead to renewal.
• Lead client interactions and participate in team selling and RFP responses.
• Prepare and present client renewal analyses and propose renewal options.

Skills

Microsoft Office

Verbal and written communication

Problem solving

Teamwork

Planning and prioritization

Education

Bachelor's Degree or equivalent

10+ years related experience

Continuing Education for license renewal

Valid Insurance License

Job description

SUMMARY

Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manages all client required services and maintains client relationship with minimal input from Producers;
• Manages large book of business through direction of employees on service team;
• Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
• Acts as direct point of contact for client from time of lead;
• Acts as the lead representative to an assigned book-of-business;
• Participates in team selling process including finalist interviews and RFP responses;
• Prepares and presents to client renewal analysis;
• Sells renewal business to existing clients and where applicable, sells additional lines of coverage;
• Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals;
• Provides analysis and recommendations concerning client's existing coverages;
• Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations;
• Receives and responds to client inquiries including benefit and claim questions and issues;
• Reviews client coverage contracts and amendments for accuracy;
• Manages and negotiates third party vendor relationships and contracts on behalf of the client;
• Manages dedicated service team;
• Serves as technical expert, assisting department members to resolve complex issues;
• Provides mentoring and coaching to departmental staff;
• Creates new client sales opportunities;
• Creates motivational action plans for personnel development in conjunction with defined performance goals;
• Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Bachelor's Degree equivalent combination of education and experience
• Ten (10) or more years related work experience
• Must continue to meet Continuing Education requirements for license renewal
• Valid Insurance License

SKILLS

• Proficient in Microsoft Office Suite
• Excellent verbal and written communication skills
• Good problem solving and time management skills
• Ability to work within a team and to foster teamwork
• Good planning, organizational and prioritization skills