Manage a book of business, policy quotes and carrier liaison for assigned clients/groups
Guide clients and internal team members on compliance and regulatory policies to meet industry standard requirements
Oversee the status of wellness strategy and programs for clients
Review the open enrollment process and ensure proper changes, financial and annual review for year projected, and medical costs to determine benefits cost for employees
Support clients with renewal and insurance communication for employees
Assist with escalated client issues and partner with claims department when necessary
Partner with the legal team to communicate changes or updates per regulatory requirements
Develop and cultivate relationships with producers, company underwriters, and wholesale brokers
Manage RFPs, non-renewals, and cancellation requests to retain business
Prepare and present renewals by partnering with the internal Marketing team

Bachelor’s degree in business or related field of study or equivalent experience required
Minimum 4+ years of large complex employee benefits experience within an insurance related industry with an emphasis on Self-Funded, Level Funded and Large Group Clients
Current Insurance License in Health and Life for the state in which your agency office is located
Ability to work toward professional designation
Strong computer skills and a high level of comfort in a virtual work setting
Strong knowledge of Microsoft Office products
Excellent verbal and written communication abilities
Ability to work well on a team
Strong organizational and multi-tasking abilities

Employee Benefits Account Executive

Key skills