Gregory & Appel
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Employee Benefits Account Executive
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Gregory & Appel Continue with Google Continue with Google 2 days ago Be among the first 25 applicants Join to apply for the
Employee Benefits Account Executive
role at
Gregory & Appel Job Description
The Account Executive (AE) manages a block of small to mid-sized employee benefits clients independently and works alongside Benefits Producers on large clients with a minimum of $750K producer book of business. This position is expected to possess the highest level of technical and coverage knowledge within the service team and is considered a steppingstone to a Producer role if desired. Job Description
The Account Executive (AE) manages a block of small to mid-sized employee benefits clients independently and works alongside Benefits Producers on large clients with a minimum of $750K producer book of business. This position is expected to possess the highest level of technical and coverage knowledge within the service team and is considered a steppingstone to a Producer role if desired.
The AE possesses more technical and coverage knowledge than that of an Account Manager (AM) or Senior Account Manager (SAM). The AE can handle accounts with minimal to no assistance. The AE is responsible for obtaining, maintaining, expanding and servicing accounts. The AE meets the agency service standards of time and quality. This position interfaces with many internal and external customers and vendors.
Primary Duties
Ongoing client relationship management Ongoing ACA and compliance review and education Assist client with strategic initiatives and make program recommendations where applicable Ability to identify upselling opportunities and consultative selling & present products to clients Manage projects and delegate duties as needed Conduct quarterly review meetings with client, typically lead meetings with C-Level executives Review, monitor, and present financial reporting package quarterly for applicable clients Manage the RFP process, review results and present to the client (as needed) Ongoing escalated service issue resolution Review and present benchmarking analysis annually Review and present analytical reports and Executive Summary annually Review and deliver annual communication materials for open enrollment Conduct annual employee meetings Possess a clear understanding of Employee Benefits operations and sales processes Manage and present renewals to clients
Required Experience
Qualification
Years Of Experience
5-10
Education
Bachelors Degree; or combined equivalent years of education and experience Life & Health license required (may obtain upon hire)
Additional Information
Willingness to pursue continuing education; CEBS, GBA, etc. Good organizational, verbal and written communication skills necessary Ability to maintain a positive attitude, express enthusiasm and be flexible Ability to work independently or as part of a team Requires regular presentations to clients and their employees Ability to interpret claims data, trends and communicate effectively Sales skills are required Maintains a professional, helpful and courteous demeanor with clients, carrier personnel, and agency personnel.
Benefits
Benefits
Medical, Dental & Vision Short-Term & Long-Term Disability Extended Holiday Weekends Flexible PTO Paid Parental Leave Company Matching Donations 401k, Roth Option & Matching Life Insurance Hybrid Work Environment Wellbeing Coaching Mental Health Sessions Tuition Reimbursement
Why Work at G&A?
Gregory & Appel helps organizations and people grow through tailored risk management strategies. From helping companies with their business insurance programs and employee benefits offerings to helping individuals protect their assets – our team is the difference.
Who wouldn’t want to work for a company that:
Supports community involvement Prioritizes diversity, equity and belonging Invests in your future Gives 10% of profits back into the community
Keyword: Employee benefits, Producer, Sales, Account Executive Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Insurance Referrals increase your chances of interviewing at Gregory & Appel by 2x Get notified about new Account Executive jobs in
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Employee Benefits Account Executive
role at
Gregory & Appel Continue with Google Continue with Google 2 days ago Be among the first 25 applicants Join to apply for the
Employee Benefits Account Executive
role at
Gregory & Appel Job Description
The Account Executive (AE) manages a block of small to mid-sized employee benefits clients independently and works alongside Benefits Producers on large clients with a minimum of $750K producer book of business. This position is expected to possess the highest level of technical and coverage knowledge within the service team and is considered a steppingstone to a Producer role if desired. Job Description
The Account Executive (AE) manages a block of small to mid-sized employee benefits clients independently and works alongside Benefits Producers on large clients with a minimum of $750K producer book of business. This position is expected to possess the highest level of technical and coverage knowledge within the service team and is considered a steppingstone to a Producer role if desired.
The AE possesses more technical and coverage knowledge than that of an Account Manager (AM) or Senior Account Manager (SAM). The AE can handle accounts with minimal to no assistance. The AE is responsible for obtaining, maintaining, expanding and servicing accounts. The AE meets the agency service standards of time and quality. This position interfaces with many internal and external customers and vendors.
Primary Duties
Ongoing client relationship management Ongoing ACA and compliance review and education Assist client with strategic initiatives and make program recommendations where applicable Ability to identify upselling opportunities and consultative selling & present products to clients Manage projects and delegate duties as needed Conduct quarterly review meetings with client, typically lead meetings with C-Level executives Review, monitor, and present financial reporting package quarterly for applicable clients Manage the RFP process, review results and present to the client (as needed) Ongoing escalated service issue resolution Review and present benchmarking analysis annually Review and present analytical reports and Executive Summary annually Review and deliver annual communication materials for open enrollment Conduct annual employee meetings Possess a clear understanding of Employee Benefits operations and sales processes Manage and present renewals to clients
Required Experience
Qualification
Years Of Experience
5-10
Education
Bachelors Degree; or combined equivalent years of education and experience Life & Health license required (may obtain upon hire)
Additional Information
Willingness to pursue continuing education; CEBS, GBA, etc. Good organizational, verbal and written communication skills necessary Ability to maintain a positive attitude, express enthusiasm and be flexible Ability to work independently or as part of a team Requires regular presentations to clients and their employees Ability to interpret claims data, trends and communicate effectively Sales skills are required Maintains a professional, helpful and courteous demeanor with clients, carrier personnel, and agency personnel.
Benefits
Benefits
Medical, Dental & Vision Short-Term & Long-Term Disability Extended Holiday Weekends Flexible PTO Paid Parental Leave Company Matching Donations 401k, Roth Option & Matching Life Insurance Hybrid Work Environment Wellbeing Coaching Mental Health Sessions Tuition Reimbursement
Why Work at G&A?
Gregory & Appel helps organizations and people grow through tailored risk management strategies. From helping companies with their business insurance programs and employee benefits offerings to helping individuals protect their assets – our team is the difference.
Who wouldn’t want to work for a company that:
Supports community involvement Prioritizes diversity, equity and belonging Invests in your future Gives 10% of profits back into the community
Keyword: Employee benefits, Producer, Sales, Account Executive Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Insurance Referrals increase your chances of interviewing at Gregory & Appel by 2x Get notified about new Account Executive jobs in
Indianapolis, IN . Territory Account Executive, Indianapolis
Indianapolis, IN $230,000 - $280,000 2 weeks ago Sales Account Manager, On Demand Manufacturing
Indianapolis, IN $85,000 - $100,000 3 days ago Indianapolis, IN $50,000 - $120,000 2 weeks ago Indianapolis, IN $70,000.00 - $100,000.00 1 week ago Indianapolis, IN $80,000.00 - $95,000.00 2 weeks ago Indianapolis, IN $60,000.00 - $120,000.00 5 months ago Account Executive Level 3 - Central, Mountain or Pacific
Indianapolis, IN $100,000.00 - $100,000.00 4 days ago Carmel, IN $55,000.00 - $60,000.00 1 week ago Indiana, United States $180,950.00 - $312,000.00 3 days ago Indianapolis, IN $36,000.00 - $80,000.00 2 days ago Indianapolis, IN $43,100.00 - $109,700.00 1 week ago Indianapolis, IN $100,000.00 - $270,000.00 2 weeks ago Indianapolis, IN $52,000 - $62,000 1 week ago Yelp - Account Executive (Remote - Central or Eastern Region), application via RippleMatch
Indianapolis, IN $37,000 - $70,000 2 weeks ago Account Executive, Field - Indianapolis, IN
Indiana, United States $101,100 - $126,400 2 weeks ago Greater Indianapolis $70,000 - $85,000 2 weeks ago Greater Indianapolis $110,000 - $120,000 3 weeks ago Account Executive - Indianapolis/Cincinnati
Indianapolis, IN $53,400 - $87,500 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr