Benefits Account Executive

Job Summary

Seeking a highly skilled and experienced Benefits Account Executive to join a dynamic team. This is a strategic role that involves managing and growing a portfolio of self-funded benefits accounts, primarily consisting of 500+ group lives accounts. The ideal candidate will have a strong background in agency benefits, a proven track record of success, and the ability to work collaboratively with producers and account managers to deliver exceptional service to clients. This position offers a hybrid work environment with a focus on teamwork, innovation, and professional growth.

Compensation Package

• Salary Range: $135,000 - $155,000 (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Serve as a strategic partner to producers, standing in for them when necessary and attending annual sales meetings.
• Manage renewals and develop strategies for the existing book of business.
• Collaborate with account managers to ensure seamless service delivery to clients.
• Handle a portfolio of mostly self-funded benefits accounts with 500+ group lives.
• Provide expert guidance and support to clients on benefits-related matters.
• Utilize Zywave and EPIC software to manage accounts and streamline processes.

Qualifications/Requirements

• Education & Licenses: Life & Health (L&H) license required.
• Experience:
  • Minimum of 5+ years of agency benefits experience required.
  • 10+ years of experience and self-funded benefits expertise preferred.
• Technical Skills: Proficiency in Zywave and EPIC software.
• Soft Skills:
  • Strong strategic thinking and problem-solving abilities.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively in a team environment.
  • High level of professionalism and attention to detail.
  • Strong organizational and time management skills.

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