Strategic Employee Benefits Account Executive

Gregory & Appel Inc; Indianapolis (IN); On-site; USD 90,000 - 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 client contact, working closely with Producers, Account Managers, Operations, and carrier partners to retain and grow your accounts.

You'll manage your book with minimal Producer support while partnering with them on strategy and new business.

Qualifications

• 5+ years of insurance experience in account management, underwriting, producing, consulting, or client service for employee benefits.
• Ability to independently manage client accounts and relationships.
• Strong presentation, facilitation, and communication skills with senior executives.

Responsibilities

• Lead renewals and manage a portfolio of employee benefits clients.
• Coordinate with Producers, Account Managers, Operations, and carriers to retain and grow accounts.
• Own renewals from start to finish: data gathering, options review, contract negotiation, and recommendations.
• Build long-term client relationships and engage clients throughout the year.
• Lead renewal meetings and align internal teams to deliver commitments.
• Identify coverage gaps and cross-sell opportunities with Producers for new business.

Skills

Account management

Presentation skills

Communication

Organization

Analytical thinking

Travel ability

Education

Bachelor's degree

Tools

Microsoft Office

Applied Epic

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 client contact, working closely with Producers, Account Managers, Operations, and carrier partners to retain and grow your accounts.

You'll manage your book with minimal Producer support while partnering with them on strategy and new business.