Account Executive managing client relationships and benefits coordination at JTS Financial. Involved in operational success and client strategy execution while ensuring effective communication and problem resolution.
Responsibilities
The Account Executive is the “face” to our clients
Contribute to the day-to-day operational success and directly affect our ability to meet key objectives and deliverables
Work closely with the account management team to coordinate the service and placement of employee benefits for clients
Serve as the client’s point of contact for all issues and services related to the account
Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other opportunities
Educate clients on business trends, compliance, products evolution, and company value proposition
Establish vendor relationships and develop referral sources
Create and communicate multi-year strategy for clients
Create and oversee client wellness program strategies
Review client team’s RFPs to ensure proper strategy is being executed
Conduct client meetings regarding pre-renewal strategy, renewal, open enrollment, and post-renewal follow-up
Independently resolve client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements and billing issues
Manage enrollment process and provide guidance and support to team members by training, coordinating and work distribution
Update CRM with required documents
Collaborate with producers to provide proposals to prospects and manage new client enrollments
Requirements
Excellent verbal and written communication skills
Experience in Microsoft Office
Property and Casualty License to be obtained within the first 60 days of employment
3-5 Years’ Commercial Lines Experience
Bachelor’s degree preferred but not required
Benefits
Daily attendance required in work environment during normal business working hours which are Monday through Friday 8:00 am to 5:00 pm
In-person and/or hybrid attendance occasionally required for company and/or team meetings or onsite visits to clients as required
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