Overview
Employee Benefit Account Executive
A leading full-service insurance brokerage and consulting firm is seeking a dynamic and experienced Employee Benefit Account Executive to join its team. The ideal candidate will be a dedicated insurance professional committed to delivering high-quality services and helping clients effectively manage risk through insured solutions.
Key Responsibilities
- Client Management and Retention:
- Maintain a high annual client retention rate.
- Develop and execute a 12-month service plan for each client account.
- Maintain frequent contact with clients through on-site visits, email, telephone, and presentations.
- Strategic Consulting:
- Ensure client satisfaction by consulting with key officials and committees.
- Provide consultative, educational, and informational sessions to clients.
- Develop a three-year strategy to achieve a desired product mix, including cross-selling additional products and services.
- Team Collaboration:
- Report regularly to the sales and marketing team.
- Proactively communicate and promptly resolve client issues.
- Market Awareness:
- Manage competitive product and services information to stay ahead of market trends.
- Travel and Meetings:
- Attend on-site and off-site meetings as needed.
Required Knowledge, Skills, and Abilities
- Experience & Education:
- Minimum of five years of experience in insurance brokerage or as a health insurance carrier.
- Thorough understanding of group medical plans and a strong working knowledge of ancillary plans (dental, life, STD, LTD, etc.).
- A college degree is required.
- Licensing:
- A valid Massachusetts Resident individual Producer License in health and life insurance is mandatory.
- Technical & Soft Skills:
- Proficient in Health & Welfare compliance matters (e.g., ACA, HIPAA, COBRA, 5500, DOL).
- Superior business development skills and excellent interpersonal and communication skills, both written and verbal.
- Proven ability to deliver compelling group presentations.
- Additional Qualifications:
- Knowledge of municipal employee benefits programs is a plus.
- Must have a valid driver’s license and be willing to travel statewide as required.
- Proficiency in Microsoft Office suite.
- Ability to work effectively and collaboratively with all levels of internal staff, management, external clients, prospects, and vendors.
Equal Opportunity
This company is an Equal Opportunity Employer.
About the Recruiter
I am Brandon Womack and I look forward to having a conversation with you about your aspirations for a future career as an Employee Benefits Account Executive. Please contact me at (605) 800-4384 to have a completely CONFIDENTIAL conversation about this exciting career advancement opportunity!
Contact Information:
Brandon Womack
Search Consultant
g pac
(605) 800-4384
brandon.womack@gogpac.com
Join us as an Employee Benefits Account Executive and take your career to the next level in a dynamic and supportive environment!