- Individual would manage a book of business comprised of clients that are located both locally and nationally that are mostly fully insured, but may include some self-insured clients.
- Resolve the most complex customer service problems directly
- Responsible for acting as the primary contact between clients and insurance carriers and retaining clients through customer service which includes open and clear communication channels with clients, producers and internal partners. Ensure accurate and timely responses occur between all parties.
- Responsible for the marketing process which includes obtaining client census and quotes, preparing and submitting bid specifications and evaluating the results in preparing recommendations for client
- Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
- Represent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs
- Take lead on designated renewals; prepare renewal information
- Oversee new client set-up, renewals, and open enrollment meetings
- Discuss with clients applicable legislation and market trends
- Educate, advises and aid clients on all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
- Bachelor's Degree (strongly preferred)
- Life, Accident, and Health Insurance License
- Experience managing a book of business
- Open enrollment and renewal experience
- Strong Excel experience
Employee Benefits Account Executive - Horsham, United States - QUAD, a SolomonEdwards Company
Description
Title: Employee Benefits Account Executive (SERVICE focused role)
Location: Horsham, PA (1x a week IN OFFICE)
Compensation: $100,000 - $130,000k (depending upon experience/skillset) + bonus + excellent benefits package (practically free medical)
Summary:
Our client, a nationally recognized Employee Benefits Broker, has a need for an experienced Employee Benefits Account Executive to join their team. This position is open due to growth. As the AE, you will be responsible for day-to-day servicing and will have a team of junior analyst to support you and your book. You will be handling roughly 10-12 accounts, both fully insured & self-funded groups, ranging in the size employer with multi-state jurisdiction. Must have strong Excel experience and ideally some Captive experience (NOT required, but preferred). Very visible position and will be working closely with the Director of Employee Benefits.
If interested, please send resume to All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.
Responsibilities:
REQUIRED Qualifications: