Employee Benefits Account Executive - Indianapolis, IN

Our client is a leading independent agency in the Midwest that has an immediate need in their office in Indianapolis for an Account Executive in their Employee Benefits division. The ideal candidate will have similar experience working in a client service/producer support role for another large retail insurance agency.

Employee Benefits Account Executive 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.

Supervise and interview potential candidates for team employment.

Employee Benefits Account Executive Requirements

7-10 years of applicable experience in a brokerage/retail agency environment.

IN Life/Health license required.

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. 

Email: sthompson@insurance-csg.com

Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

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Senior Employee Benefits Account Executive - Dallas, TX or Atlanta, GA

Our client is a multi-state insurance brokerage in the process of reshaping its group benefits service platform. Several aspects of what make the company successful is the vision of its executive leadership and the capability to invest in resources. Doubling the company's benefits revenue in the next five years takes a very strong service infrastructure that starts at the top with Account Executives. Joining the firm in this role means you'll be among an elite group of team lead members centralized for the Southeast region. Its required that you be strategic and focused on supporting new business closing and marketing. The flow of accounts will be regionalized meaning any large, self-funded group in the group will be directed to you regardless of the account's location or the office in which the originating producer is placed.

To be considered you must offer at least 8-10 years of senior level group benefits plan design, marketing and client consultation experience. Retail agency experience is a must either at the AE level or in production but you prefer a non-originating role. Your expertise is in larger, self-funded plans and you've been involved in all "soup-to-nuts" facets of client service, putting you in a position to direct account management teams underneath you in this firm. You understand how to bring together resources proactively that the client will need (wellness, HR consulting, compliance) and thrive in an environment that is fast paced where you will travel to see clients, conduct meetings and participate in presentations.

Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com

Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Employee Benefits Account Executive - Chicago Suburbs, IL

The role of Group Employee Benefits Account Executive for this independent agency in Chicago is designed to work closely with the Vice President and practice leader to oversee the strategic development of the group benefits division.  Your responsibilities will be much broader than just managing a book of business.  Your hands will be in nearly every account, particularly larger, self-funded insureds, that need solutions for technology implementation and guidance on compliance.   Essentially you'll be the quarterback for all client service related matters and delegate tactical work to the account management team.  This will lead you into handling operational matters within the agency's benefits practice including workflows, employee development and vendor management. 

Group Employee Benefits 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. 

Group Employee Benefits Account Executive Qualifications:

• You offer at least 4-5 years of group benefits account management and/or account executive experience with oversight for more strategic matters related to client consultation, technology implementation and education on healthcare reform matters. 
• Self-funded experience is required as is a propensity to get out of the office and regularly engage with clients face-to-face on purchasing options, plan design, coverage analysis and coverage enhancements.
• 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. 

Email: sthompson@insurance-csg.com

Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

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The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Associate Employee Benefits Account Manager - Chicago, IL

This Associate level role is designed to provide day-to-day client service, technical and administrative support on an assigned book of group employee benefits accounts.  You’ll provide critical support during the renewal process on existing clients and handle assignments on prospective business projects too. This opportunity is with a very sophisticated insurance brokerage that develops business through channels that can create a diverse portfolio of clients.  On any given day the clients can go from startups and small firms into large conglomerates.  Their employee benefits plans and the client service attention they require must reflect those changes.

Associate Employee Benefits Account Manager Responsibilities

• Create and maintain client information, policies and plans in the agency’s management system.  Assist with documents and processing for marketing, implementation and enrollments.
• Assist the account executives with Broker of Record letters, preparing RFPs, reports, proposals and summaries.
• Audit and review billing, reconcile and claims issues.  Confirm the accuracy of policies and related plan documents. Identify  deficiencies, request corrections and follow up for resolution.

Associate Employee Benefits Account Manager Qualifications:

• Bachelor’s degree or applicable experience preferred.
• At least 2-3 years of applicable analyst or account management experience; experience in an insurance agency environment is a big plus.
• Active state license.
• Proficiency with Microsoft Excel and other applications.  Able to work within a team and under deadlines.

Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com

Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Employee Benefits Account Manager - Charlotte, NC

The role of Employee Benefits Account Manager for this insurance agency means becoming part of a very strong group benefits team that is anchored by a large, complex book of business.  The sales team continues to attract self-funded accounts which requires the addition of an experienced client manager who understands plan design, healthcare reform, marketing strategies and can work closely with the clients on daily policy management matters.  This is a tight knit group that prides itself on work/life balance and allowing its account managers to be involved in all facets of the client management process.

Employee Benefits Account Manager Responsibilities:

• Serve as the primary client service point of contact to the insured.
• Answer questions about coverage and pricing, create and execute the renewal cycle, coordinate all renewal marketing and create RFPs.
• Be a resource for producers and client service colleagues concerning markets, coverage issues enrollments and claims.

Employee Benefits Account Manager Qualifications:

• At least five (5) years of group life and health insurance experience as an Account Manager or Account Executive.
• Bachelor’s degree is strongly preferred; pursuance of continuing education endorsements are highly desired.
• Large account experience with groups over 100 lives; self-funding and consumer driven health plans is required.
• Knowledgeable with compliance issues- HIPAA, ERISA, COBRA, etc.
• Active state insurance license.

Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com

Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Senior Employee Benefits Client Executive - Philadelphia, PA or Washington DC or Baltimore, MD

The Senior Benefits Consultant is truly the benefits strategist for an assigned client base and directly positioned as the team quarterback between the sales executives and the policy administration team.  This position is with such a significant benefits consulting firm that you’ll immediately step into a fraternity of accomplished account executives who are at capacity in their current books and need another team member to take on new clients.  These are large, complex self-funded accounts where you are responsible for the retention, servicing, development and presentation of products and services directly to the insured.

Senior Benefits Consultant, Account Executive Responsibilities

• Manage a sophisticated book of group benefits accounts, many of which are Fortune 1000 businesses where you have the direct line to the CEO and CFOs pertaining to plan design, claims, project management, quarterly meetings and renewal presentations.
• Coordinate efforts with the sales executives on strategic client retention; direct the account management staff on policy administration and benefits analysis. In that communication provide clear directives to executing client agreements and build high levels of client satisfaction.
• Represent the company in front of clients displaying the full value of its resources and customer service platform.  Discuss areas for enhancement and new solutions that can also lead to additional revenue in the book.  In this role you can take sales one step further and develop your own new accounts as desired.

Senior Benefits Consultant, Account Executive Requirements

• At least seven (7) of experience in group health and welfare consulting with Fortune 1000 accounts and those consistently larger than 500 employees.
• Strong experience with C-level negotiations, presentations and business development within those accounts.  More specifically you have in-depth knowledge of self-funded plans, rates, forecasting and vendor management as well as a sense for staying organized with each account to ensure a high degree of attention and retention with clients.

Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com

Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

Check out some of my recent articles on the blog here:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference