Employee Benefits Renewal Account Executive

Employment Resource Group; Menasha (WI); On-site; USD 70,000 - 100,000; Full time

Job summary

Employment Resource Group is seeking an organized professional to own the full renewal cycle for a portfolio of mid-market employee benefits accounts, collaborating with a Risk Advisor on strategy and serving as the trusted day-to-day contact for clients.

You will manage rate requests, pricing and plan design negotiations, compliance questions, terminations, enrollments, and renewals, while maintaining accurate client records and preparing materials for meetings.

Qualifications

• Education: High school diploma or equivalent required.
• Experience: Three or more years in employee benefits preferred.
• Licensing: State-issued Life and Health insurance license required within 60 days.

Responsibilities

• Partner with Risk Advisors to execute each client's action plan and meet deadlines.
• Handle service requests including rate requests, pricing and plan design negotiation, and enrollments.
• Prepare meeting materials, renewal materials, benefit booklets, and SPDs.
• Create and maintain client account records in the agency system with tasks and attachments.
• Schedule and manage renewal, mid-year, and client touch-base meetings.
• Respond to service issues and communicate outcomes to Risk Advisor and clients.
• Work with carriers on design, applications, claims, and billing issues.
• Manage the full renewal process from start to finish.

Skills

Communication

Organization

Time management

Problem solving

Attention to detail

Teamwork

Ethics

Reliability

Customer service

Interpersonal skills

Documentation

Education

High school diploma or equivalent

Tools

Office software

Job description

Employment Resource Group is seeking an organized professional to own the full renewal cycle for a portfolio of mid-market employee benefits accounts, collaborating with a Risk Advisor on strategy and serving as the trusted day-to-day contact for clients.

You will manage rate requests, pricing and plan design negotiations, compliance questions, terminations, enrollments, and renewals, while maintaining accurate client records and preparing materials for meetings.