Cobbs Allen is Hiring an Account Executive, Employee Benefits (Austin, Dallas or Houston, TX) Near Austin, TX
Job Details Job Location CAH Austin, TX - Austin, TX Job Category Insurance Description Job Summary: Responsible for managing a service team within the Employee Benefits Department and handling all day to day activities. Duties & Responsibilities:
Ability to present (or lead in Consultant's absence) renewal meetings to present results to established client contacts
Responsible for developing client Stewardship reports for clients based on established schedule
Participate in client enrollment meetings and lead when necessary
Understand complex financial analysis and claims data
Broker RFP, New Business RFP and TPA Analysis
Analysis of fully insured to self-insured funding
File large claims for stop loss reimbursement
Assist associate producers or less experienced service team members with training/development
Participate in prospect presentation meetings
Prepare renewal submissions for marketing; send and process complete electronic renewal submissions including loss data, contracts and supporting documents
Analyze carrier quotes for accuracy and prepare spreadsheet of all quotes received
Communicate with Consultant to determine appropriate insurance carrier recommendations; most competitive pricing and products
Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
Submit sold business to insurance market and oversee implementation process
Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision
Qualifications Qualifications:
Bachelor's Degree or equivalent work experience in group benefits
Minimum of 5 years of experience working in an Agency role strongly preferred
Life & Health Agent license required
Excellent communication skills, both verbal and written
Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word)
Professional in appearance and business conduct
Demonstrated experience providing excellent customer service to clients and other business contacts
Experience managing direct reports with involvement in training, mentoring and coaching preferred
Experience managing projects from inception to completion preferred
CAH Holdings, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. #CAH #LI-CI1 #Hybrid