Remote Insurance Account Executive: Growth & Client Strategy

Cabot Risk Strategies LLC; Woburn (MA); Remote; USD 80,000 - 100,000; Full time

Job summary

Cabot Risk Strategies, LLC is seeking an Employee Benefit Account Executive to manage client relationships across Western Massachusetts. The role is remote but requires residency in Western MA and periodic travel to the corporate office in Woburn 1-2 times per month.

Responsibilities include developing 12-month service plans, maintaining client retention, and delivering presentations to municipal officials and boards while coordinating with sales and marketing teams.

Qualifications

• 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.
• 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.

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

Skills

Insurance brokerage experience

Health insurance knowledge

Group medical plans understanding

Communication skills

Travel flexibility

Education

College degree

Tools

Microsoft Office

Job description

Cabot Risk Strategies, LLC is seeking an Employee Benefit Account Executive to manage client relationships across Western Massachusetts. The role is remote but requires residency in Western MA and periodic travel to the corporate office in Woburn 1-2 times per month.

Responsibilities include developing 12-month service plans, maintaining client retention, and delivering presentations to municipal officials and boards while coordinating with sales and marketing teams.