Our client is a leading independent agency in the Midwest and one of the top 50 in the country. They are currently seeking a dynamic individual to join their team as an Account Executive for their Employee Benefits team. You will provide strategic planning and consulting advice to customers and prospects to include production of requests for proposal, coordinating vendor responses, analyzing RFP responses, and preparing client reports with recommendations.
Account Executive, Employee Benefits Responsibilities:
- Develop implementation plans with clients to include coordinating and conducting enrollment meetings and training of client’s benefit personnel.
- Review agreements and/or documents for accuracy.
- Meet at least quarterly with clients to review large claims, monthly claims experience, and conduct on-site claims visits.
- Develop financial projections for clients using actuarial modeling and deliver reports with commentary.
Account Executive, Employee Benefits Requirements:
- 7-10 years of applicable experience in a brokerage/retail agency environment.
- State Life/Health license required.
- Ability to cross-sell and create leads for producer team a huge plus.
- Experience with self-funded medical plans and an agency management system preferred.
- Additional designations such as RHU, REBC, and CEBS preferred.
Please contact Scott
Thompson for immediate confidential consideration and additional details.
Phone: 515-216-5455
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