Senior Employee Benefits Account Executive

Gregory & Appel Inc; Indianapolis (IN); On-site; USD 70,000 - 110,000; Full time

Job summary

Gregory & Appel Inc, an Indianapolis-based independent insurance agency, is seeking an experienced Account Executive to lead renewals and manage a portfolio of employee benefits clients. You’ll be the trusted advisor and primary contact, working with Producers, Account Managers, Operations, and carriers to retain and grow your accounts.

In this role you will own renewals, analyze claims, coordinate open enrollment, and identify coverage gaps.

Qualifications

• 5+ years of insurance experience in account management, underwriting, producing, consulting, or client service in employee benefits.
• Proven ability to independently manage client accounts and relationships.
• Strong presentation and facilitation skills, including with senior executives and employee groups.
• Excellent organization, attention to detail, and communication skills, with the ability to juggle multiple accounts and deadlines.
• Analytical and problem-solving skills, including the ability to explain complex financial and plan information clearly.
• Willingness to travel as required by the role and client needs including meetings and open enrollment support.
• Bachelor’s degree preferred; equivalent education and experience considered.
• Willingness and ability to pursue continuing education and professional development.

Responsibilities

• Own renewals from start to finish: set timelines, gather data, review options, negotiate with carriers, and present recommendations.
• Build long-term client relationships and proactively engage clients throughout the year.
• Lead renewal meetings and coordinate internal teams, carriers, and vendors to deliver on commitments.
• Resolve client issues and escalations with a solutions-oriented approach.
• Identify coverage gaps and cross-sell opportunities, and partner with Producers on new business and referrals.
• Keep accurate account records in agency systems and stay current on market, carrier, and regulatory developments.

Skills

Client relations

Presentation skills

Communication skills

Analytical thinking

Travel flexibility

Education

Bachelor's degree preferred

Active Life & Health license

Tools

Applied Epic

Microsoft Office

Job description

Gregory & Appel Inc, an Indianapolis-based independent insurance agency, is seeking an experienced Account Executive to lead renewals and manage a portfolio of employee benefits clients. You’ll be the trusted advisor and primary contact, working with Producers, Account Managers, Operations, and carriers to retain and grow your accounts.

In this role you will own renewals, analyze claims, coordinate open enrollment, and identify coverage gaps.