We're Hiring: Account Executive, Health & Benefits

Posted by Ed Purcell on March 05, 2017

MAJOR RESPONSIBILITIES:

• Management of ongoing client service relationships
• Maintain open and clear communication channels with clients, producers and internal partners.
• Communicate due dates, timelines and expectation to clients and internal partners
• Identify problems, summarize and develop strategic solutions
• Install new group insurance contracts for existing clients or new clients effectively utilizing resources to match client needs
• Administer renewals including preparing appropriate contractual changes
• Conduct employee meetings, as necessary
• Inform clients of ERISA, COBRA, FMLA compliance measures
• Develop employee memorandum drafts for client to communicate the following; annual renewal
changes, enrollment procedures, miscellaneous benefit changes and/or clarifications
• Develop and maintain excellent carrier relationships
• Act as the lead day to day contact for small group, primarily fully insured clients (under 100 lives), and in a secondary support role for larger and primarily self-insured clients
• Respond to client requests and questions promptly, within 24 hours
• Prepare and request proposals for new clients or existing clients
• Create and prepare employee facing open enrollment materials or other employee communication materials throughout the year
• Other miscellaneous duties as assigned

 CORE JOB OBJECTIVES:

• Embrace and execute the Armada client stewardship plan
• Establish effective working relationships with Internal Partners, Clients and Carriers
• Remain informed regarding industry information and new product information
• Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all
outstanding issues
• Work with all clients and partners in a manner that fosters mutual respect and teamwork
• Project a professional image in action and appearance
• Precise, accurate, and thorough technical and administrative capabilities to minimize errors and
omissions
• Consistently be on time for work and all scheduled meetings and training classes

REQUIRED SKILLS & QUALITIES:

• Minimum 3 years prior group insurance experience
• Small group background preferred
• 4-year college degree or industry specific designation preferred
• Must currently hold life and health insurance license (or must obtain it within 3 months
following date of employment) and retain license by meeting the continuing education
requirements
• Excellent communication skills, both oral and written
• Strong presentation skills
• Strong attention to detail and ability to self-check work
• Excellent time management skills
• Task oriented, excellent organizational skills, ability to prioritize work load
• Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances,
professional demeanor, sensitive to client needs, self-motivated, creative and innovative
• Excellent problem solving skills
• High level of computer literacy including working knowledge of Windows 10, Excel, Word, and
PowerPoint

Interested?  Please send cover letter and resume to [email protected]

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About the author Ed Purcell

Ed Purcell leads the employee benefits consulting arm of Cleveland-based Armada Risk Partners, an all risk insurance brokerage. As a Senior Vice President and founder, he focuses his counsel on assisting small and middle market employers when developing and executing innovative and cost-efficient employee benefit strategies.