Hybrid Account Executive

at JTS Financial

• Job title: Account Executive
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Little Rock, United States

About the role

• 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