Customer Account Executive managing a book of business to drive customer growth and retention at Ironclad. Collaborating with cross - functional teams and executing strategic sales processes in a hybrid role.
About the role
- Manage employee benefits for clients as an Account Executive at Acrisure. Oversee policy quotes and client interactions for tailored solutions in a hybrid work environment.
Responsibilities
- Manage a book of business, policy quotes and carrier liaison for assigned clients/groups.
- Interact with new and existing clients to devise creative solutions for coverage and costs.
- Negotiate product pricing, interview clients, and collect and analyze information.
- Guide clients on compliance and regulatory policies and provide monthly claim reports.
- Oversee wellness strategy and programs for clients and support incentives offered by carriers.
- Review open enrollment processes and facilitate proper changes and financial reviews.
- Support clients with renewal and insurance communication and provide webinar guidance.
- Handle escalated client issues and partner with claims department when necessary.
- Collaborate with the legal team on regulatory updates and communicate to clients.
- Monitor census reports, complete underwriting questionnaires, and keep up with industry standards.
- Develop relationships with producers and attend marketing strategy meetings for new business.
- Manage RFPs, non-renewals, and cancellation requests to retain business where needed.
- Establish multi-year strategic plans and present them to clients/groups.
Requirements
- Bachelor’s degree in business or related field of study or equivalent experience required.
- Minimum 4+ years of large complex employee benefits experience within an insurance related industry with an emphasis on Self-Funded, Level Funded and Large Group Clients.
- Current Insurance License in Health and Life for the state in which your agency office is located.
- Ability to work toward professional designation.
- Strong computer skills and a high level of comfort in a virtual work setting.
- Strong knowledge of Microsoft Office products.
- Excellent verbal and written communication abilities.
- Ability to work well on a team.
- Strong organizational and multi-tasking abilities.
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
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