Description

　　Robert Half is partnering with a rapidly growing benefits organization that specialize in modern benefits solutions and self funded insurance programs. As an Account Executive you will ensure delivery of exceptional service to clients by actively managing client accounts. You will manage increasingly complex accounts with a strong focus on self-funded business, collaborate with internal team members and external carriers and partners, and utilize resources and tools to create effective client deliverables. As an Employee Benefits Account Executive, you will be responsible for management, oversight, and ongoing administration of assigned client accounts, carriers, and vendors. This position coordinates with the client, Lead Consultants, colleagues as well as carriers and vendors to facilitate the Client Life Cycle on an annual basis.

　　The Account Executive must be knowledgeable in group benefits and its vernacular, have strong verbal and written communication skills, be able to problem solve complex client issues, effectively manage projects within specific timeframes, display initiative and resourcefulness to complete tasks with resources provided, be highly motivated, and work well in a team setting as well as independently. The Account Executive position is a highly collaborative role with clients and third-parties that require some travel and face-to-face meetings. Three days in the office, flexible on which days you want to come in—the possibility of going fully remote after onboarding and learning the role.

　　KEY RESPONSIBILITIES:

　　Manage a designated book of business and the client service lifecycle of strategy, compliance, marketing, claims, and administration

　　Assists Consultants in the sales process to obtain new clients

　　Responds to Client’s inquiries and maintains documentation of Client communications, existing issues, and issue resolutions

　　Supports implementation or transition of new/existing lines of coverage by setting up account, collecting documentation, and reviewing plan details with Client and Vendor

　　Attend client or prospect meetings and assume responsibility for presenting service plans, new and renewal placement timelines, and market expectations

　　Manage client renewals. Negotiate terms and conditions with carriers on behalf of clients.

　　Primary contact between clients and insurance carriers. Provide best-in-class service to retain clients

　　Gathers and compiles employee benefits information from the Client for carriers and vendors.

　　Review client claims information to identify and track high cost claimants

　　Populate financial spreadsheet templates to be delivered to clients & carriers.

　　Requests and collects quotes (new and renewal) from carriers as instructed

　　Creates client facing collateral and presentation materials for Client presentations and meetings

　　Provides benefits administration support to Client’s Human Resources team

　　Analyzes quotes from carriers to determine appropriate recommendations for Client

　　Assist the marketing process by:

　　Coordinating market and program direction from Team Lead and pre-screen risk with underwriters.

　　Preparing narrative including market expectations

　　Prior to sending to market, reviewing submission for quality and completeness

　　Reviewing quotations for accuracy

　　Enhance proposals by including:

　　Premium and exposure summary

　　Requirements

　　QUALIFICATIONS:

　　Education:

　　Bachelor’s degree preferred

　　Must hold Life & Health insurance license

　　Proactive participation in continuing education classes

　　Work Experience:

　　5+ years of Employee Benefits experience required

　　5+ years of Employee Benefits Account Executive experience preferred

　　If you have a Life & Health insurance license, feel free to apply to this posting and email lea.preller@roberthalf to start a conversation!

　　Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

　　Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

　　All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

　　© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .