Gregory & Appel Insurance
Employee Benefits Account Executive Share LinkedIn Twitter Facebook Google
Gregory & Appel Insurance, Indianapolis, Indiana, us, 46262
Overview
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
Experience and Skills Qualification
Years of Experience:
5-10
Education:
Bachelor's 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.
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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
Experience and Skills Qualification
Years of Experience:
5-10
Education:
Bachelor's 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.
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