Account Executive (Client Services)

The Benefits Account Executive works closely with prospective clients during all phases of the sales process. Responsible for nurturing and growing existing client relationships and managing escalated service issues. 

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. 

• Partners with Benefits Risk Advisor throughout the sales process by overseeing and executing the quoting process, as well as assisting in the rollout of new plans to employees. 
• Leads team members in reviewing exposures of clients and prospects, reviews insurance company quotations, prepares and presents proposals in conjunction with Advisor. 
• Facilitates termination of prior plan when new business is written, or coverage is moved. 
• Provides a level of service to that promotes a high level of account retention. Handles escalated service requests. 
• Oversees the renewal/remarketing process in conjunction with Risk Advisor and Account Manager including RFPs, FormFire, and finalizing renewal paperwork. 
• Looks for upsell opportunities with existing business. 
• Documents client interactions and provides follow-up to operational team. 
• 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. 
• Other job duties as assigned. 

• Ability to recognize and recommend problems or solutions to data entry procedures. 
• Working knowledge of computer software packages, including Microsoft Word, Excel, and Outlook programs. 
• Ability to use general office equipment, including a computer, calculator, typewriter, fax machine, copier, and telephone. 
• Ability to learn and perform new duties and responsibilities. 

• Must have extensive knowledge of benefit products and previous experience in benefit insurance accounts. 
• Requires possession and maintenance of a Life and Health license 
• Must have a current driver’s license and an insurable driving record.   
• High school diploma or equivalent. 

• 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.  

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.