What are the responsibilities and job description for the Employee Benefits - Account Executive position at Ansay & Associates?
Essential Duties & Responsibilities
- Develop, implement and manage client Service Plans with Producer and Account Management team.
- Meet with clients on a regular basis as determined by the client service plan.
- Cross-sell existing business in personal book and co-produced accounts responsible to retain.
- Assist with necessary marketing for preparation of bid specifications and new sales process.
- Assist with marketing on top accounts to verify bids meet the specifications.
- Assist Producer and Account Manager in pre-renewal meetings as set in the workflow procedures and accounts defined by the agency.
- Prepare Stewardship Report prior to pre-renewal/proposal meetings.
- Maintain a proactive service approach and relationship with clients.
- Assist Producers, Marketing and Account Manager in renewal strategy.
- Generate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients.
- Proof policies for accuracy of coverage and contract terms on accounts defined by agency.
- Assist in solving escalated service issues when needed.
- Assist in renewal/new proposals/presentations to existing clients and prospects if needed.
- Document service issues and meetings/phone calls with client in the EPIC Agency Management system.
- Utilization of ALL technology tools and resources to create internal and external efficiencies and provide value added services to customers.
- Oversee client education and communication needs.
Qualifications & Experience
Education:
- Bachelor’s degree in Business or any other related degree
Experience:
- Related experience includes previous sales & service experience, preferably in Life & Health insurance industry
Licenses & Certifications
- Life & Health License
- Additional Designations preferred
Skills & Competencies
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Strong verbal and written communication skills with the ability to build effective relationships
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Excellent analytical, problem-solving, and decision-making abilities
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Ability to research issues, review materials for accuracy, and clearly summarize policy information for clients
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Proficiency in Microsoft Office products, including Teams and Outlook
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Highly organized with strong attention to detail and the ability to manage multiple priorities
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Self-starter who demonstrates initiative and can work both independently and collaboratively
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Positive, team-oriented attitude with a strong customer service mindset and passion for the insurance industry
Why Work for Ansay?
Ansay is a growing, employee-focused insurance agency with strong community roots. We value collaboration, continuous improvement, and professional growth, and we invest in our people through training, technology, and career development opportunities.
At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations - It’s the Ansay Way! As such the following core values guide our behaviors: Respect – Compassionate and Loyal Integrity – Honesty and Trustworthy, Accountability – Responsible for Actions & Results, Passion – Unfailing Dedication & Pride In Work, Positive “I Can Do” Mentality – Constant, Never-Ending Improvement, Excellence / Professionalism – High Expectations & Pursuit of Opportunities to further our Capabilities
Benefits & Perks
- Competitive compensation
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off and paid holidays
- Professional development and designation support
- Career growth opportunities