Employee Benefits - Account Executive

divh2Employee Benefits - Account Executive/h2pJob Category: Employee Benefits Requisition Number: EMPLO001480/ppPosted: March 11, 2026/ppFull-Time/ppHybrid/ppPort Washington Port Washington, WI 53074, USA +2 more locations/ph2Job Details/h2h3Description/h3pThe employee benefits Account Executive will be responsible for high-level customer experience/services. Working a non-select book of business which is made up of large and/or self-funded clients. Key focus is around retention and rounding out of accounts./ph4Essential Duties Responsibilities/h4ulliDevelop, implement and manage client Service Plans with Producer and Account Management team./liliMeet with clients on a regular basis as determined by the client service plan./liliCross-sell existing business in personal book and co-produced accounts responsible to retain./liliAssist with necessary marketing for preparation of bid specifications and new sales process./liliAssist with marketing on top accounts to verify bids meet the specifications./liliAssist Producer and Account Manager in pre-renewal meetings as set in the workflow procedures and accounts defined by the agency./liliPrepare Stewardship Report prior to pre-renewal/proposal meetings./liliMaintain a proactive service approach and relationship with clients./liliAssist Producers, Marketing and Account Manager in renewal strategy./liliGenerate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients./liliProof policies for accuracy of coverage and contract terms on accounts defined by agency./liliAssist in solving escalated service issues when needed./liliAssist in renewal/new proposals/presentations to existing clients and prospects if needed./liliDocument service issues and meetings/phone calls with client in the EPIC Agency Management system./liliUtilization of ALL technology tools and resources to create internal and external efficiencies and provide value added services to customers./liliOversee client education and communication needs./li/ulh4Qualifications Experience/h4pEducation:/pulliBachelors degree in Business or any other related degree/li/ulpExperience:/pulliRelated experience includes previous sales service experience, preferably in Life Health insurance industry/li/ulh4Licenses Certifications/h4ulliLife Health License/liliAdditional Designations preferred/li/ulh4Skills Competencies/h4ullipStrong verbal and written communication skills with the ability to build effective relationships/p/lilipExcellent analytical, problem-solving, and decision-making abilities/p/lilipAbility to research issues, review materials for accuracy, and clearly summarize policy information for clients/p/lilipProficiency in Microsoft Office products, including Teams and Outlook/p/lilipHighly organized with strong attention to detail and the ability to manage multiple priorities/p/lilipSelf-starter who demonstrates initiative and can work both independently and collaboratively/p/lilipPositive, team-oriented attitude with a strong customer service mindset and passion for the insurance industry/p/li/ulh4Why Work for Ansay?/h4pAnsay is a growing, employee-focused insurance agency with strong community roots. We value collaboration, continuous improvement, and professional growth, and we invest in our people through training, technology, and career development opportunities./ppAt Ansay Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations - Its the Ansay Way! As such the following core values guide our behaviors: Respect Compassionate and Loyal Integrity Honesty and Trustworthy Accountability Responsible for Actions Results Passion Unfailing Dedication Pride In Work Positive I Can Do Mentality Constant, Never-Ending Improvement Excellence / Professionalism High Expectations Pursuit of Opportunities to further our Capabilities/ph4Benefits Perks/h4ulliCompetitive compensation/liliMedical, dental, and vision insurance/lili401(k) with company match/liliPaid time off and paid holidays/liliProfessional development and designation support/liliCareer growth opportunities/li/ulh2Qualifications/h2h3Experience/h3h4Preferred/h4pLife Health Experience/ppEqual Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor./p/div