This Benefits Consultant, Account Executive position will become a terrific addition to an already strong sales and service team that is progressive and wants to continue growing. The firm is a progressive insurance brokerage deeply rooted in its group benefits consulting platform. Providing important solutions and valuable resources to clients with as few as 100 lives up to several thousand active and retired employees allows the agency to insure a broad range of businesses. You will be an integral part of managing the strategy behind the agency’s client service platform. Its important that you offer excellent subject matter expertise regarding plan design for self-funded cases and that you understand how to draw in valuable resources such as compliance, actuarial and wellness to round out the consulting process. Though you won’t handle policy administration, you will further the broker-client relationship by leading analysts and account managers through the program to achieve long term business goals.
Senior Benefits Consultant, Account Executive Responsibilities:
- Oversee the management of assigned clients, working closely with the producer and client service team to identify cross selling opportunities, troubleshooting customer service issues, underwriting problems and execution of a written service plan.
- Monitor the accuracy of detailed financial and claims analysis, compliance and renewal pricing; take the lead on negotiation and plan design with carriers.
- Set communication and enrollment plans, prepare RFPs and in many instances present a large portion of the renewal details to the client.
- Provide training to account managers and analysts; hold these team members responsible for timeliness and accuracy of their service execution.
Senior Benefits Consultant, Account Executive Qualifications:
- You offer at least 7-10 years of group benefits client service at an Account Executive or Consultant level.
- Self-funded, upper middle market client management experience is required.
- Active state insurance license.
- Exceptional team leadership skills and strategic plan design and management background.
- Proficient in all areas of Health & Welfare compliance (HIPAA, FMLA, COBRA, 550, DOL, etc.).
Please contact Scott Thompson for immediate confidential consideration and additional details.
Phone: 515-216-5455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.
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