Employee Benefits Account Executive

Job Description

The Account Executive (AE) manages a block of small to mid-sized employee benefits clients independently and works alongside Benefits Producers on large clients with a minimum of $750K producer book of business. This position is expected to possess the highest level of technical and coverage knowledge within the service team and is considered a steppingstone to a Producer role if desired.

The AE possesses more technical and coverage knowledge than that of an Account Manager (AM) or Senior Account Manager (SAM). The AE can handle accounts with minimal to no assistance. The AE is responsible for obtaining, maintaining, expanding and servicing accounts. The AE meets the agency service standards of time and quality. This position interfaces with many internal and external customers and vendors.

Primary Duties

• Ongoing client relationship management
• Ongoing ACA and compliance review and education
• Assist client with strategic initiatives and make program recommendations where applicable
• Ability to identify upselling opportunities and consultative selling & present products to clients
• Manage projects and delegate duties as needed
• Conduct quarterly review meetings with client, typically lead meetings with C-Level executives
• Review, monitor, and present financial reporting package quarterly for applicable clients
• Manage the RFP process, review results and present to the client (as needed)
• Ongoing escalated service issue resolution
• Review and present benchmarking analysis annually
• Review and present analytical reports and Executive Summary annually
• Review and deliver annual communication materials for open enrollment
• Conduct annual employee meetings
• Possess a clear understanding of Employee Benefits operations and sales processes
• Manage and present renewals to clients
  
  

Required Experience

Qualification

Years Of Experience

• 5-10
  
  

Education

• Bachelors Degree; or combined equivalent years of education and experience
• Life & Health license required (may obtain upon hire)
  
  

Additional Information

• Willingness to pursue continuing education; CEBS, GBA, etc.
• Good organizational, verbal and written communication skills necessary
• Ability to maintain a positive attitude, express enthusiasm and be flexible
• Ability to work independently or as part of a team
• Requires regular presentations to clients and their employees
• Ability to interpret claims data, trends and communicate effectively
• Sales skills are required
• Maintains a professional, helpful and courteous demeanor with clients, carrier personnel, and agency personnel.
  
  

Benefits

Benefits

• Medical, Dental & Vision
• Short-Term & Long-Term Disability
• Extended Holiday Weekends
• Flexible PTO
• Paid Parental Leave
• Company Matching Donations
• 401k, Roth Option & Matching
• Life Insurance
• Hybrid Work Environment
• Wellbeing Coaching
• Mental Health Sessions
• Tuition Reimbursement
  
  

Why Work at G&A?

Gregory & Appel helps organizations and people grow through tailored risk management strategies. From helping companies with their business insurance programs and employee benefits offerings to helping individuals protect their assets – our team is the difference.

Who wouldn’t want to work for a company that:

• Supports community involvement
• Prioritizes diversity, equity and belonging
• Invests in your future
• Gives 10% of profits back into the community
  
  

Keyword: Employee benefits, Producer, Sales, Account Executive