Group Benefits Account Executive
Job Type
Full-time
Description


About the Job


A Group Benefits Account Executive is a professional tasked with ensuring compliance, fostering client relationships, engaging in cross-departmental collaboration, and carrying out core duties associated with Group Benefits.
 

Duties and Responsibilities, include


Compliance Management


· Ensure adherence to all applicable laws, regulations, and industry standards related to employee Group Benefits.

· Stay updated on changes in legislation and provide guidance to clients and internal teams.

· Conduct regular audits to confirm compliance and identify areas for improvement.


Client Relations


· Serve as the primary point of contact for assigned clients, building and maintaining strong relationships.

· Understand clients' business needs and objectives and provide effective solutions and recommendations accordingly.

· Conduct regular meetings, presentations, and reviews to ensure client satisfaction and retention.


Collaboration and Cross Selling


· Work collaboratively with the Producer(s) to support new business development and identify upselling opportunities.

· Collaborate with the Property and Casualty Team to determine cross-selling opportunities and provide a comprehensive benefits package to clients.

· Coordinate efforts with the Producers and Property and Casualty team to deliver a seamless and integrated client experience.


Core Responsibilities 


· Oversee the implementation and administration of group employee benefit programs, including health, dental, vision, ancillary lines, retirement plans, wellness plans, etc.

· Collaborate with internal teams to develop benefit strategies that align with clients' goals and budgets.

· Prepare and present benefit plan options, proposals, and renewal materials to clients. 

· Coordinate open enrollment activities, including employee education, enrollment assistance, and plan communication.

· Handle employee inquiries regarding benefits, claims, eligibility, and other related matters.

· Maintain accurate client records, documentation, and databases in the agency management system, Applied Systems EPIC 

Work on various benefit administration platforms for employee benefit enrollment 

Requirements

  

· Illinois Life and Health license, Required

· 7+ years of Large Group Benefit experience, Required (+50 Lives)

· Fully funded and self-funded insurance experience, Required

· Demonstrated proficiency in a Senior Account Management role in Group Benefits


Knowledge and Skills


· Demonstrated proficiency with Applied Systems EPIC 

· Demonstrated knowledge of benefits administration platforms, Ease, Employee Navigator

· Proficient in Microsoft Word, Excel and Power Point

· Excellent communication skills, both written and verbal

· Strong interpersonal skills to effectively build and maintain client relationships

· Good organizational skills, with high attention to detail

· Ability to multi-task and handle a large volume of items simultaneously

· Ability to prioritize and work independently

· Ability to work in a team environment


Associated Benefits 


Salary Description
90K - 100K