Account Executive - Employee Benefits
New
C
CRC BenefitsInsurance
Source API remote eligibility restrictions: United States, Central or Eastern Time ZonesFull-TimeMiddle
SalaryUSD 70000 - 80000 / year
Apply NowOpens the employer's application page
Job Details
- Languages
- English
- Experience
- Minimum of two (2) years
- Required Skills
- Microsoft ExcelRelationship buildingAccount Management
Requirements
- Active Insurance Producer’s License.
- Minimum of two years of experience in small group employee health benefits.
- Associates degree preferred.
- Strong knowledge of carrier plan features, benefits, and underwriting guidelines.
- Experience working with a group health insurance broker or carrier.
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Proficiency with web browsers (Google Chrome, Microsoft Edge).
- Ability to manage multiple responsibilities simultaneously.
- Strong multitasking and organizational skills.
- Effective verbal and written communication skills.
- Ability to adapt to change and adopt new technology.
- Capacity to lift up to 25lbs.
Responsibilities
- Represent company services professionally to ensure continued sales and growth.
- Manage the renewal process for assigned client accounts.
- Meet with clients and producers to present renewal documents and gain acceptance or discuss market options.
- Provide information on carrier administrative procedures, product availability, and product selection.
- Maintain key client and carrier relationships via phone, email, and in-person.
- Enroll clients in employee benefits communication tools and demonstrate their usage.
- Identify cross-selling opportunities and suggest new lines of coverage.
- Conduct group meetings and webinars to educate the customer base.
- Resolve client issues and conflicts while providing timely feedback.
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