Employee Benefits Account Executive

We are looking for a highly motivated, growth driven Employee Benefits Account Executive. This position will use their professionalism, administrative, client-oriented skills, and attention to details to provide exceptional service to our clients.

Ideal candidate must have excellent interpersonal skills and strong oral and written communication skills. Our ideal candidate will also exhibit our core values, vision, and code of conduct.

Essential Functions

1. Participate in and create materials for client strategy sessions, planning meetings and client issue meetings with account team
2. Evaluate RFP responses and create qualitative and quantitative assessments of each
3. Communicate and assist in implementing compliance and/or regulatory changes with clients (including COBRA, ERISA, HSA, HRA, Flex, HIPAA, etc.)
4. Work with client on SPDs, Wrap documents, and Certifications from carriers
5. Have a full understanding of group medical and ancillary programs as well as coverage gaps and challenges
6. Present renewal and renewal options with client
7. Manage and respond to claims issues, benefit and coverage questions, open enrollments, compliance questions, and other benefit related questions
8. Maintain employer database – input new groups, carrier or group information
9. Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
10. Facilitate and educate to ensure an excellent client experience
11. Develop marketing strategies based on employee plan recommendations and work with Account Management team to implement those strategies, including explanation of unique issues faced by a client
12. Provide high quality service to clients, including prompt response to questions, analysis of plan performance, regular review sessions where plan performance is reviewed and discussed, and implementation of new strategies/ideas as appropriate
13. Actively demonstrates professionalism, a growth mindset, and a client-first focus
14. Work with Producer to build client relationship and strategize on new business opportunities
15. Work with team to attain above average renewal retention
16. Capable of meeting with client independently
17. Works independently in building assigned book of business, identifying account-rounding and cross-selling opportunities
18. Active in community and networking events
19. Self-Motivated/Self Directed
20. Able to stay on top of workload meeting client and team expectations

Desired Qualifications

Insurance industry experience – 3+ years

Life/Health/Accident Insurance License

Proficient in Microsoft Office products (Word, Excel, PowerPoint, Teams, etc.)

Agency Management System knowledge a plus

Physical Requirements (specific to role)

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job.

• Ability to work effectively in an office environment for 40+ hours per week (including sitting, standing and working on a computer for extended periods of time)
• Ability to communicate effectively in a collaborative work environment utilizing various technologies such as: telephone, computer, web, voice, teleconferencing, mail, etc.
• Ability to read standard typed documents

The job description describes the general nature and level of work performed in this role. If is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

Location: Twin Cities, MN

Hours: Monday-Friday 8:00am-5:00pm CT core hours

This role is an exempt full-time role. Reports to Employee Benefits Department Manager.