Account Executive - Employee Benefits - Remote

Overview

The Account Executive role focuses on retaining co-broker accounts by providing exceptional service and support to partnered agency customers, while collaborating remotely with the team.

In Short

• Responsible for retention of co-broker accounts.
• Maintain understanding of the evolving insurance market.
• Develop positive business relationships with clients.
• Conduct group meetings and webinars for customer education.
• Provide routine follow-up on service issues and renewals.
• Participate in team meetings to enhance customer satisfaction.
• Requires an Insurance Producer’s License.
• Strong knowledge of Microsoft Office is essential.
• Ability to manage multiple responsibilities simultaneously.
• Work in a positive team environment.

Requirements

• Associates degree preferred.
• Minimum of two years in a related benefits selling environment.
• Good knowledge of carrier plan features and underwriting guidelines.
• Strong communication skills, both verbal and written.
• Ability to develop and maintain good working relationships.
• Experience in insurance marketing or selling programs.
• Proficient with various web browsers.
• Ability to resolve conflicts and provide timely feedback.
• Physical ability to lift up to 25lbs.
• Willingness to adapt to changing responsibilities.

Benefits

• Access to medical, dental, vision, life, and disability insurance.
• Tax-advantaged savings accounts.
• 401(k) plan with company match.
• Generous paid time off programs.
• New parent leave.
• Opportunities for career growth and development.
• Supportive and collaborative work environment.
• Recognition for employee contributions.
• Commitment to diversity and inclusion.
• Drug-free workplace policy.