- Understand client goals and objectives
- Conduct pre-renewal, post-renewal and check-in calls for all clients
- Conduct quarterly strategic account planning meetings and annual executive meetings with identified clients
- Make regular service/relationship calls to clients
- Develop a trusted advisor relationship with key customer stakeholders and executive sponsors
- Demonstrate a "whatever it takes" attitude to ensure client satisfaction and to support Unity initiatives
- Serve as the primary contact for resolution of issues
- Assist customers with different issues that arise relative to their benefits
- Develop, implement and manage project plans in conjunction with the client
- Keep the Referring/Writing Agent fully informed of all important activities on client accounts
- Request, update and verify census data and materials required for marketing
- Prepare & provide RFP data/specifications to Marketing Analyst
- Review current plans compared to quoted plans, evaluate and negotiate options with current & alternative carriers/vendors
- Develop and negotiate contract terms, rates, plans, schedules, resources, involvement and roles/responsibilities
- Work with Marketing Specialist to prepare analyses to present to client
- Identify new opportunities within each customer's benefit package to enhance their offerings to their employees
- Conduct employee education meetings for clients as needed.
- Provide benefit & open enrollment materials, including contracts, booklets, forms and other employee facing materials
- Carrier products and services
- Regulatory requirements
- Industry trends
- Personal growth
- Ensure Compliance by coordinating filings, and other items that keep the customer in compliance with ERISA, ACA, COBRA, FMLA, 5500, etc. requirements
- Set up, maintain and update client data in Agency Management System
- Identify the factors which influence business performance and recommend actions to improve profitability and/or enhance efficiencies
- Minimum 3 years of experience in a client facing role in a benefits brokerage organization - preferred
- Life & Health License - required
- Proficiency in Outlook, Excel, Word, Customer Database & other current technologies
- Strong and effective written and verbal communication skills
- Strong organizational skills are required
- Excellent time management skills
- The position requires minimal physical exertion during the performance of the majority of the duties. Most work is performed while standing or sitting.
- The duties of this position are performed in a climate controlled office environment and client locations.
- An average of 25-40% of time out of the office
- Overnight travel could occur periodically
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Insurance Employee Benefits Account Executive - Sapulpa, United States - First United Bank
Description
Join Our Team
We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009 Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Insurance Employee Benefits Account ExecutiveJob Description
Position Summary
As the Account Executive for Employee Benefits, you will manage employee benefit plans for client organizations. Your role will involve a high level of client engagement. With the assistance of a support Team, areas of responsibility include open enrollment, renewal processing, employee & employer coverage questions, HR & compliance support, employee claims advocacy, new business processing, and other client needs.
Duties and Responsibilities
The following represents the majority of the duties performed by the position, but is not meant to be all inclusive nor prevent other duties from being assigned when necessary.
Exceptional customer service is a hallmark for Unity Insurance Partners. Our customers have come to expect a personal response. Your attention to detail and exceptional project management skills are critical to our success. Our clients' requests are frequently time-sensitive and require us to get it right the first time. Yours is an autonomous role with a high service orientation (both internally and externally). We will look to you to be a go-to resource.
1. Maintain Client Relationships
2. Provide Excellent Customer Support
3. Renewal and Open Enrollment Support
4. Develop & Maintain Skills, Knowledge & Proficiencies
Continually increase knowledge and grow professionally
5. Compliance
6. Operations
Requirements
Education and Experience
Knowledge, Skills, and Abilities
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
I have read the above job description and understand the essential functions and physical requirements of the position. Based on this understanding, I am qualified and able to perform the job.
All Locations:
Dallas Insurance, Moore Insurance, OKC-Downtown, Sapulpa, Tulsa MortgageIf any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at for assistance.
