Employee Benefits Account Executive

Cabot Risk Strategies, LLC; Springfield (MA); Remote; USD 85,000 - 110,000; Full time

Job summary

Cabot Risk Strategies, LLC is a dynamic insurance brokerage and consulting firm based in Massachusetts, offering risk management and employee benefits solutions. This remote role requires residing in Western Massachusetts with periodic travel to the corporate office in Woburn 1-2 times per month.

Responsibilities include maintaining high client retention, developing 12-month service plans, and expanding product mix through cross-selling while engaging municipal officials and boards.

Qualifications

• Minimum five years insurance brokerage or health insurance carrier experience with a thorough understanding of group medical plans and related products.
• Must hold a valid Massachusetts Resident individual Producer License in health and life lines of insurance.
• Proficient in Health & Welfare compliance matters (ACA, HIPAA, COBRA, 5500, DOL, etc.).
• Superior business development skills with excellent interpersonal and communication abilities, both written and verbal.
• Knowledge of municipal employee benefits programs is a plus.
• Must have a car and be able to travel statewide as needed.
• Valid driver's license required.
• Computer proficiency in Microsoft Office suite.

Responsibilities

• Annually maintain high client retention.
• Develop client account 12-month service plan for each account.
• Maintain frequent contact with clients by on-site visits, e-mail, phone and presentations.
• Achieve client satisfaction through contact with municipal officials, Boards and/or committees; deliver consultative sessions.
• Develop 3-year strategy to provide desired product mix, including cross-selling additional products and services.
• Report regularly to sales and marketing team; communicate client issues and resolve promptly.
• Attend on-site and off-site meetings as necessary.
• Manage competitive product and services information.
• Other duties as assigned.

Skills

Insurance brokerage experience

Client relations

Communication skills

Business development

Travel readiness

Driver's license

Licensing MA Health & Life

MS Office proficiency

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Cabot Risk Strategies, LLC is a dynamic and highly experienced team of insurance professionals dedicated to delivering quality services to our clients. Our goal is to help our clients effectively manage risk through insured solutions. As a full-service insurance brokerage and consulting firm, we provide our clients a leading property, liability and employee benefits practice delivering best-in-class solutions and services. Based in Woburn, MA, Cabot Risk Strategies is easily accessed off of 93 and 128 and employs 100+ people. Please visit our web site at: https://www.cabotrisk.com

Primary Responsibilities:

• Annually maintain high client retention.
• Develop client account 12-month service plan for each account.
• Maintain frequent contact with clients by on-site visitations, e-mail, telephone and presentations.
• Achieve client satisfaction through contact with key municipal officials, Boards and/or committees. Provide consultative, educational and informational sessions.
• Develop 3-year strategy to provide desired product mix, including cross selling additional products and services
• Report regularly to sales and marketing team. Communicate client issues and resolve promptly.
• Attend on-site and off-site meetings, as necessary.
• Manage competitive product and services information.
• Other duties

Knowledge, Skills and Abilities:

• Minimum five years insurance brokerage or health insurance carrier experience with a thorough understanding of group medical plans and strong working knowledge of multiple ancillary plans; dental, life, STD, LTD, etc. College degree required.
• Must have a valid Massachusetts Resident individual Producer License in health and life lines of insurance.
• Proficient in Health & Welfare compliance matters (i.e. ACA, HIPAA, COBRA, 5500, DOL, etc.)
• Superior business development skills required with excellent interpersonal and communication skills, both written and verbal, with an ability to deliver group presentations.
• A knowledge of municipal employee benefits programs a plus.
• Must have a car and be able to travel statewide as needs dictate.
• Computer proficiency in Microsoft Office suite.
• Ability to work effectively and collaboratively with all levels of internal staff, management, external clients, prospects and vendors.
• Valid driver's license required.

This is a remote position that requires candidates to reside in Western, MA. It also requires travel to the corporate office in Woburn 1-2 times per month.