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
· 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
- Click HERE for Benefits
- Bonus eligibility