Group Benefits Account Executive

Associated Agencies Inc; Rolling Meadows (IL); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Hybrid work schedule

Bonus eligibility

Comprehensive benefits package

Job summary

Associated Agencies Inc is looking for a seasoned professional to manage group benefits for clients in Rolling Meadows, IL. The role requires an Illinois Life and Health license and over 7 years of experience in Large Group Benefits. Key responsibilities include overseeing benefits programs, ensuring compliance, and maintaining client relationships. The position offers a competitive salary between $125,000 and $150,000, along with a hybrid work schedule and bonus eligibility.

Qualifications

• 7+ years of experience in Large Group Benefits with 50+ lives.
• Demonstrated proficiency in a Senior Account Management role.
• Fully funded and self-funded insurance experience is required.

Responsibilities

• Ensure compliance with laws and regulations for employee Group Benefits.
• Serve as primary contact for clients and maintain strong relationships.
• Oversee implementation and administration of group employee benefit programs.

Skills

Illinois Life and Health license

Large Group Benefit experience

Experience with Applied Systems EPIC

Proficiency in Microsoft Word, Excel and Power Point

Excellent communication skills

Strong interpersonal skills

Good organizational skills

Ability to prioritize and work independently

Tools

Applied Systems EPIC

Ease

Employee Navigator

Job description

Description

Associated is one of the top privately held insurance and risk management firms in the country. We assist businesses and individuals with their insurance needs, including property, casualty, employee benefits, and more. Founded in 1890, our longevity in the industry provides unparalleled expertise and longstanding relationships with leading insurance carriers

Duties and Responsibilities, include:

Compliance Management

• Ensure adherence to all applicable laws, regulations, and industry standards related to employee Group Benefits.
• Stay updated on changes in legislation and provide guidance to clients and internal teams.
• Conduct regular audits to confirm compliance and identify areas for improvement.

Client Relations

• Serve as the primary point of contact for assigned clients, building and maintaining strong relationships.
• Understand clients' business needs and objectives and provide effective solutions and recommendations accordingly.
• Conduct regular meetings, presentations, and reviews to ensure client satisfaction and retention.

Collaboration and Cross Selling

• Work collaboratively with the Producer(s) to support new business development and identify upselling opportunities.
• Collaborate with the Property and Casualty Team to determine cross‑selling opportunities and provide a comprehensive benefits package to clients.
• Coordinate efforts with the Producers and Property and Casualty team to deliver a seamless and integrated client experience.

Core Responsibilities

• Oversee the implementation and administration of group employee benefit programs, including health, dental, vision, ancillary lines, retirement plans, wellness plans, etc.
• Collaborate with internal teams to develop benefit strategies that align with clients' goals and budgets.
• Prepare and present benefit plan options, proposals, and renewal materials to clients.
• Coordinate open enrollment activities, including employee education, enrollment assistance, and plan communication.
• Handle employee inquiries regarding benefits, claims, eligibility, and other related matters.
• Maintain accurate client records, documentation, and databases in the agency management system, Applied Systems EPIC
• Work on various benefit administration platforms for employee benefit enrollment

Requirements

• Illinois Life and Health license, Required
• 7+ years of Large Group Benefit experience, Required (+50 Lives)
• Fully funded and self‑funded insurance experience, Required
• Demonstrated proficiency in a Senior Account Management role in Group Benefits

Knowledge and Skills

• Demonstrated proficiency with Applied Systems EPIC
• Demonstrated knowledge of benefits administration platforms, Ease, Employee Navigator
• Proficient in Microsoft Word, Excel and Power Point
• Excellent communication skills, both written and verbal
• Strong interpersonal skills to effectively build and maintain client relationships
• Good organizational skills, with high attention to detail
• Ability to multi‑task and handle a large volume of items simultaneously
• Ability to prioritize and work independently
• Ability to work in a team environment

Associated Benefits

• Click HERE for benefits
• Bonus eligibility
• Hybrid work schedule
• $125,000 - $150,000
• #Li‑hybrid