Account Executive
Core
Full-service account management for client health and welfare benefit plans including medical, dental, disability, vision, life, and voluntary benefits.
Role type
Account Executive (Employee Benefits Brokerage)
Builds
Customized employee benefit plan designs and renewal strategies for groups of 2 or more.
Domain
Insurance Brokerage / Employee Benefits
Required skills
Account management, plan design, claims resolution, carrier liaison, competitive bidding analysis, financial reporting, data management, stop-loss coverage coordination
Preferred skills
Wellness initiative coordination, utilization analysis
Technologies
Agency Management Systems, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Manage day-to-day client contact and relationship development; Resolve claims and administrative issues; Act as liaison with insurance carriers; Design benefit plans based on client needs; Process renewals and provide cost-effective alternatives; Prepare summary plan descriptions and financial reports; Coordinate Schedule A information for 5500 preparation.
Seniority
Mid-Senior level (5-7 years experience)