Tracy-Driscoll & Company is a well-established Insurance & Financial Sales Organization. We partner with key insurance carriers and a team of diversified insurance professionals in the industry to offer reliable Personal, Commercial, Health and Life insurance solutions. For a century, we have led as an agency that focuses on the individuality of our customers - delivering tailored, comprehensive insurance portfolios.

Our personalized and proficient service drives the success of our organization and paves the way for the circle of protection we provide for our clients. Allowing us to service them anytime they need us... at Work, Life, and Play.

The Tracy | Driscoll Difference

You’ll be part of a motivated marketing team leveraging the industry’s best combination of quality products, sales, and marketing support. We offer competitive compensation, company sponsored employee benefits and an employee commission program.

Group Health and Life Account Executive:

We are seeking a highly motivated and results-driven Group Health and Life Account Executive to join our team. This is a new position within the company due to growth of the department. As an Account Executive, you will be responsible for managing an assigned book of business while developing long-term relationships with clients. This is a great opportunity for someone who has strong knowledge across all employer-sponsored health and welfare related plans, including federal and state regulations and thrives in a fast-paced environment.

Essential Duties and Responsibilities:

• Knowledge on Health & Welfare Benefits, including but not limited to medical, dental, vision, life, disability, and voluntary lines of coverage.
• Experience with vendor/carrier products and small group medical quoting system.
• Superior customer service traits to accommodate client requests and address all servicing needs.
• Prepare renewals and RFPs, coordinate with carriers/underwriting/producers regarding responses, support negotiations, analyze and spreadsheet proposal results and develop client presentations.
• Keep informed with industry information, new product information, new laws and regulations that are applicable to benefits.
• Knowledge of technology for HR resources, compliances and regulatory data, and online benefit portal / enrollment programs.
• Accountable for updating client information, in timely manner, within appropriate software (e.g. Mineral, Brokerage Builders, Benefit Central, Employee Navigator…)
• Prepare materials for and run client open enrollment meetings. These may be online or in person.

Skills, Requirements and Qualifications:

Required:

• Group Health and Life Account Executive/CSR with demonstrated success in this or a similar role; Minimum of 2-5 years of experience managing group accounts.
• Active Life and Health Insurance License.
• Experience with Benefit Central Quoting Platform.
• Brokerage Builder or equivalent management system experience.
• Client-facing experience in employee benefit industry.
• Knowledge of HealthCare Reform, industry trends, carrier products and services.
• Organization & Prioritization Skills are essential to succeed in this multi-faceted position, with frequent changes in velocity & exposure to multiple resources.
• Exceptional interpersonal relations and advanced communication & consultative skills
• Goal oriented and time management skills.

Preferred:

• Employee Navigator experience.
• Benefit Compliance related experience a plus: Minerals platform, COBRA administration, Section 125, Section 105, EISA Wrap Documents and Form 5500 filing.
• Series 6 Licensed and Annuity/Mutual Funds experience.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Experience level:

• 3 years

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities
• Commission pay

Travel requirement:

• Up to 25% travel

Work Location: In person