Employee Benefits Account Executive - Kansas City, MO

This Employee Benefits Account Executive position is a newly created role and could also also be described as a Servicing Producer or Benefits Consultant.  This signals the insurance brokerage's desire to pair a very strong group employee benefits technician alongside a high performing producer to support the strategic and tactical needs of group clients.  Your influence in the team will be a great support system for handling direct client consulting on plan design, rates, renewal preparation, billing, claims and enrollments.  You'll coordinate internal resources to handle the delivery of services to the client.  Ideally you'd also be comfortable picking up new clients through personal business development. 

Group Employee Benefits Account Executive Responsibilities:
Coordinate, develop and execute project plans as well as periodic presentations for specific client groups.
Develop and manage long and short range benefit strategies for clients, foster strong client relationships.
Develop and mentor junior members of the team.
Manage RFP, renewal, and implementation processes.
Benchmark survey data for client plans, summarize and validate reviewed information.
Develop and maintain strong vendor relationships.
Identify and understand negotiable elements of underwriting calculations for all lines of coverage. Exercise peer group and/or management review in this process periodically.
Manage post-implementation process for all lines of coverage.
Contribute toward company sales initiatives and support revenue management.

Group Employee Benefits Account Executive Qualifications:
At least 5-7 years of experience working with group employee benefits cases, preferably in the mid-sized group space but definitely with a firm grasp on self-funding and compliance reform.   
Must offer detailed agency/brokerage experience with a thorough understanding of all benefit plans (medical, dental, life, STD, LTD, etc) design, rate structures, funding alternatives and compliance requirements.
Excellent communication and presentation with advanced writing skills.
Proficient in all areas of Health & Welfare compliance (i.e. HIPAA, FMLA, COBRA, 5500, DOL, etc).
Ability to work effectively and collaboratively with all levels of internal staff & management, external clients, prospects and vendors; leadership and mentorship qualities.

Open to business development responsibilities either through new account origination or upselling, cross selling and account rounding depending on your strengths.

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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Employee Benefits Account Manager - Austin, TX

Our client is a well-respected regional insurance agency that has been rapidly growing.  They currently have a need for an Employee Benefits Account Manager in their office in Austin.  They are seeking a dynamic individual who will support the external customers by providing quality service implementation and delivery, and internal customer service through effective team communication, development, and management.  The success of this role is measured by positive internal team development, external customer satisfaction, effective quality service delivery, and overall account retention.

Employee Benefits Account Manager Responsibilities
Review quotes to ensure they match the benefits requested on the RFP and notify the support specialist in the event additional plan designs are required.
Choose plan design recommendations and consult with producers as necessary.
Review spreadsheets for accuracy and to ensure all documents are included in a proposal.
Conduct client enrollment meetings in the absence of the Account Executive or Producer.
Educate and encourage utilization of agency's internal resources.
Perform daily client service as main point of contact internally for questions/issues.
Employee Benefits Account Manager Requirements
Bachelor's degree or equivalent professional experience required.
3-5 years of progressive account management experience, preferably with an agency.
State Life & Health license required.  

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

Group Medical Underwriting Consultant - Denver, CO

Our client is a large, national insurance brokerage looking to expand in their Denver location. With recent growth, they have a need for an Underwriting Consultant in their Employee Benefits division. This is a wonderful opportunity for a strong technical candidate who also has an entrepreneurial spirit and isn't afraid of getting their hands dirty. This is a growth position and will be very demanding, but incredibly rewarding both professionally and financially.

Group Medical Underwriting Consultant Responsibilities

Develop renewal projections, funding rates, and reserve estimates for self-funded cases.

Price plan changes for self-funded clients.

Evaluate and assist consultants with negotiation of insured and stop-loss renewals.

Create exhibits and reports to illustrate the underwriting and financial aspects of designated projects.

Explain and present complex underwriting principles and strategies in an understandable and meaningful way to internal staff and clients.

Develop and suggest creative solutions and strategies for benefit problems and issues.

Assist with the development of standardized reporting formats and packages.

Train analysts and other benefits personnel on renewal evaluations, underwriting, self-funding and stop-loss financial reviews, contribution modeling, and Rx carve-out marketing.

Serve as a resource on underwriting issues to company personnel.

Group Medical Underwriting Consultant requirements

Bachelor's degree or equivalent professional experience required.

5-7 years of medical underwriting in either a carrier or broker setting.

Experience working with larger self-funded cases a must.

Professional designations such as CEBS, RHU, REBC a plus.

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