Account Executive

The Account Executive owns and drives the client experience for a designated block of accounts, leading strategic collaboration to deliver results positively impacting the client experience.

Requirements

• Oversee day-to-day account management while ensuring support items are managed appropriately and proactively to meet client needs
• Collaborate with internal team members to deliver an exceptional client experience
• Facilitate service level requests to the Solutions Team clearly and effectively
• Schedule and lead strategic collaboration meetings with key team members for each client relationship
• Ensure Account Managers are working in an effective and timely manner as it relates to policy renewal timelines, creation of clear and accurate financial analysis spreadsheets, and quoting benefit options with carriers
• Track and effectively document workflow via CRM activities and case management
• Stay current on industry standards, trends, and products
• Build and maintain carrier relationships with a high understanding of current product portfolios
• Act as a liaison for the client/carrier relationship
• Assist with monitoring plans to ensure compliance with federal and state laws including but not limited to HIPAA, ERISA, COBRA, FMLA and the Affordable Care Act

Benefits

• Health, dental and vision coverage
• Employer-paid short-term and long-term disability
• Basic life insurance
• 401(k) with match