Employee Benefits Account Executive

The Misch Group

Baltimore (MD)

On-site

USD 57,000 - 95,000

Full time

14 days+

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Job summary

The Misch Group is seeking an Employee Benefits Account Executive to manage a complex benefits book and serve as the primary service contact for clients. You will provide consultative guidance, lead renewals, and promote value-added services to enhance profitability while staying current on market conditions and regulatory requirements.

Responsibilities include coordinating with carriers, updating records, and supporting open enrollment.

Qualifications

  • BA or BS required.
  • 3 years of related experience required.
  • Life, Accident and Health License required; professional designation preferred.

Responsibilities

  • Manage a complex book of business with varying funding mechanisms and complex contract features.
  • Serve as primary contact between clients and carriers to drive retention and growth, with regular client and carrier partner communications.
  • Lead renewal processes and conduct client meetings regarding renewals and utilization review.
  • Promote new products through regular visits and communications with intermediaries to increase profitability of existing lines.
  • Maintain current knowledge of market conditions and competitors’ products as a technical expert for credibility with clients.
  • Support open enrollment activities, including preparation, communications and scheduling.
  • Keep documentation up to date with HIPAA and company procedures, and ensure the agency management system is current.
  • Perform other duties and projects as assigned.
  • Adhere to company risk management practices and regulatory compliance requirements.

Skills

Project management
Communication
Organizational skills
Analytical skills
Interpersonal skills
Customer service
PC literacy

Education

BA/BS

Tools

MS Word
MS Excel
MS PowerPoint

Job description

Employee Benefits Account Executive

Position Overview:

This position manages a complex book of employee benefits business and acts as the primary service contact. The account executive offers a strategic and consultative approach to employee benefits account management.

Primary Responsibilities:

  • Manages a complex book of business with varying funding mechanisms, advanced contract features and structures, requiring experience and technical knowledge.

  • Primary contact between clients and carriers with goals of client retention and growth. Regularly communicates with clients and carrier partners (at least quarterly).

  • Drives renewal process and can lead client meetings regarding renewals and utilization review.

  • Introduces new products and promotes them through regular visits and frequent communication with intermediaries. Increases profitability of existing product lines by encouraging clients to use added value services wherever possible.

  • Ensures credibility with clients by maintaining detailed knowledge of current market conditions and competitors’ products and acts as technical expert.

  • Supports open enrollment process, including preparation, communications and scheduling (if applicable).

  • Maintains documentation in accordance with HIPAA and company procedures, including keeping agency management system updated in a timely manner.

  • Performs other related duties and projects as assigned.

  • All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by the company's risk management program.

  • This company is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

BA or BS

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

3

Skills Required to Perform the Primary Responsibilities of this Position:

  • Excellent project management skills

  • Excellent communication skills, both written and verbal

  • Excellent organizational, analytical and interpersonal skills

  • Excellent customer service skills

  • Ability to use a personal computer and job-related software

  • MS Word - Basic Level

  • MS Excel - Intermediate Level

  • MS PowerPoint - Basic Level

Life, Accident and Health License required.

Professional insurance designation preferred.

Pay Range:

$57,000 - $95,000

Our total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. We offer a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.

Equal Employment Opportunity (EEO):

It is our policy not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. We provide all applicants and employees a discrimination and harassment free workplace.

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