Part Time Account Executive - Insurance (med, dent, vision, Life, Disability

Poppy Bank; Harrisburg (Dauphin County); On-site; USD 35,000 - 65,000; Part time

Job summary

Poppy Bank is seeking a part-time Account Executive with strong client-facing health insurance experience to manage and expand existing accounts and coordinate benefits offerings.

Role includes implementing and overseeing benefits plans, guiding clients through analyses, and maintaining detailed documentation. Travel to customer sites required; PA life/health license preferred. Commission-based opportunities offered.

Qualifications

• Attention to detail and commitment to outstanding client service.
• Strong interpersonal skills to work with multiple clients and carriers.
• Analytical and decision-making abilities.

Responsibilities

• Focus on retention of existing accounts and sales of new accounts by maintaining day-to-day client relationships and ensuring client satisfaction.
• Implementation and administrative oversight of clients’ employee benefit products.
• Lead clients through benefits analyses and strategic planning processes.
• Negotiate contracts and manage timelines for performance.
• Maintain CRM documentation and knowledge of carriers and products.

Job description

• Relocation Expense Covered No
• Employee Type Part Time
• Required Degree NONE
• Travel 50%
• Manage Others No

Contact information

• Name Carolyn or Wayne
• Email [e-mail]

Description

• Focus on retention of existing accounts and sales of new accounts by maintaining day-to-day client relationships and ensuring client satisfaction.
• Implementation and day-to-day administrative oversight of all the clients’ employee benefit products, including medical, prescription, dental, vision, basic life insurance, supplemental life insurance, short-term disability, long-term disability and other offerings.
• Develop recommendations to modify existing benefit plans, implement new plans, and design benefits packages to meet client goals.
• Lead clients through benefits analyses and other strategic planning processes.
• Communicate complex matters clearly and concisely to clients and participate in client calls and meetings as necessary.
• Build, maintain, and create strong customer relationships with new and existing clients.
• Focus sales efforts with current Chamber members; and provide current PCI clients with Chamber member benefit information and an introduction to the External Relations membership team of the Chamber.
• Negotiate contracts with clients; establish a timeline of performance.
• Retain complete and thorough documentation of all customer interactions in the CRM database.
• Maintain a working knowledge of carriers and products to better advise customers of options available.
• Contribute to the overall success of the organization by performing other duties as assigned and participating in special projects and Chamber events.
• Stay up to date on complex insurance regulations.
• Perform other administrative support duties as needed.
• Represents the Chamber and President at various functions.
• Attends Chamber staff meetings and other company events as required.
• All other related tasks as deemed appropriate by management.

Requirements

A minimum of 3 years of client-facing health insurance service experience as well as an active PA life, accident and health insurance license. Experience with self-insured products and/or programs is preferred. This position is required to travel to customer sites; a valid driver’s license, adequate automobile insurance, and an acceptable driving history are required.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. These knowledge, skills and abilities are essential to success:

• Attention to detail and commitment to outstanding client service. Ability to work well in a team but also to independently manage and be accountable for own client service activities
• Superior interpersonal skills to work with multiple clients and carriers.
• Critical thinking, analytical, and decision-making skills
• Project management, time management and organizational skills needed to successfully manage multiple tasks and priorities
• Maintain professionalism in fast-paced and sometimes stressful situations, with a focus on clear communication at all times.
• Computer skills; proficiency with Excel, Word, and PowerPoint

The requirements contained in this description are representative of the knowledge, skill, and/or ability required and may not include all job duties. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Summary

This role is a unique opportunity for an individual to engage both in a small group market and the more complex mid-market, becoming a trusted advisor while supporting the PA Chamber’s business advocacy mission. The Account Executive is responsible for consultative account management, renewal strategies/negotiations of existing lines of coverage and sales of health coverage, as well as placing additional coverage based on the needs of the clients. Strong presentation and client relationship building skills, financial aptitude, solid attention to detail and seasoned analytical ability are the key skills needed when presenting client facing materials, meetings, and conference calls. Position is eligible for commissions of approximately 10% of pay.