Employee Benefits Account Executive
Risk Strategies Company
- Fort Lauderdale, FL
- Permanent
- Full-time
- Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
- Manage a book of business of approximately $1,000,000+
- Develop and maintain strong relationships with reference-ready clients, prospects, and carriers
- Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
- Proactively anticipate client needs and bring forward strategies to address their challenges
- Understand and utilize Risk Strategies resources and tools to maximize efficiency
- Project manage book of business including planning, delegating, and meeting deliverable timing
- Understand fundamental underwriting concepts in order to communicate funding alternatives, impact to rates, and cost drivers
- Manage request for proposals and renewals - negotiate with carriers and make recommendations to client
- Oversee open enrollment process for clients
- Ensure client is fully compliant with all regulations to which they are subject
- Accountability for all work product provided to client across the AE’s book of business, including ensuring client updates are made within appropriate software (e.g., BenefitPoint, AMS, etc)
- Review work, provide feedback and mentor junior team members
- BA/BS preferred
- 5+ years of health & welfare experience, meets, or exceeds, core practice competency-based skills
- Client-facing experience in the employee benefit industry
- Technical knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
- Ability to work independently and anticipate client and team needs
- Effective time management
- Diligent follow up skills
- Ability to express ideas clearly in both written and oral communications
- Detail-oriented
- Advanced critical thinking skills
- Strong Microsoft Excel, Word and PowerPoint skills
- Life, Accident and Health Insurance License required
- GBA or CEBS Certification a plus