SBT Account Executive

The Benefits Account Executive is responsible the retention and growth of the Select Business Team (SBT) book of business by nurturing, and growing, and developing existing relationships and develop new relationships through marketing leads or with prospects.   

ESSENTIAL JOB RESPONSIBILITIES: 

To perform this job successfully, an individual must be able to perform each essential duty adequately.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Manages the renewal and remarketing process, which includes gaining a census, completing FormFire, and finalizing all renewal paperwork.  
• Identifies opportunities to educate clients additional benefit elections that might be beneficial to their business.  
• Effectively manages call-ins, walk-ins, and online new business inquiries by setting meetings, pursuing sales efforts, and closing new business. 
• Corresponds with prospective clients to:  
• Reviews exposures. 
• Analyzes business and insurance needs. 
• Develops strategy. 
• Makes recommendations. 
• Oversees preparation of proposal material, reviews insurance program coverage, and presents proposals to prospective clients.  
• Prepares or presents final proposal materials. 
• Educates clients on employer portals resources available with individual carriers. 
• Facilitates the termination of prior plan once new business is written.  
• Explains insurance programs and alternative risk solutions to prospective clients.  
• Provides exceptional service to the clients and their employees by answering questions, processing changes, and providing resources.  
• Documents detailed client meeting notes or discussions and provides follow-up. 
• Supports and adheres to agency goals and objectives to place and retain business with our key companies. 
• Supports and adheres to procedures to minimize the agency’s error and omission exposure. 
• Establishes and maintains client contacts through participation in community organizations, professional organizations, etc., which serve our clients. 
• Participates in training to enhance knowledge and skills. 
• Other job duties as assigned. 

REQUIREMENTS:  

Knowledge, Skills and Ability 

• Knowledge of benefit products, markets, and the marketing process. 
• Excellent negotiating, decision-making, and sales skills. 
• Strong leadership skills and relationship building skills. 
• Excellent customer service and teamwork skills. 
• Ability to interact with employees, customers, and vendor companies. 
• Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook. 
• Ability to use general office equipment, including a computer, copier, and telephone systems. 
• Ability to navigate through multiple benefit portals.  
• Ability to learn and perform new duties and responsibilities.  
• Ability to travel offsite as needed. 

Education or Experience  

• A college degree is preferred. A major insurance industry professional designation awarded by the American College of Insurance may be substituted for a college degree (e.g. CPCU). 
• Must be willing to work towards professional industry designations. 
• Requires possession and maintenance of a Life and Health license. 
• Must have a current driver’s license and an insurable driving record.   
• Prior sales experience is preferred.  

Working Environment/ Physical Activities 

• General office work environment.  
• Requires regular use of arms, hands, and fingers.  
• Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.  
• Required to lift and/or move up to 10 pounds. 

HIPAA Compliance 

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI).  An employee will be responsible for following the guidelines of the HIPAA Confidentiality Agreement. 

Note:    This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.