Employee Benefits Account Executive

Job Description

Position Summary :

The Account Executive in the Employee Benefits Department handles the needs of our clients in a prompt and efficient manner. The Account Executive organizes all client deliverables including but not limited to monthly data, renewal details as well as marketing to seek alternative coverages and plans.

Key Responsibilities:

· Manages client partnership calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution.

· Prepares and presents client facing material, including benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations.

· Resolve clients’ claims, policy service, and billing issues; inform the Producer of escalated issues and their resolutions.

· Prepare RFPs and market for new business prospects and existing clients in coordination with the Producer.

· Manages all policy aspects of assigned accounts.

· Communicates clear expectations to the client regularly, professionally, and proactively.

· Maintains a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail.

· Manages client inquiries and works with insurance carriers and/or internal teams to resolve client issues.

· Conducts enrollment meetings, as needed with prepared material.

· Reviews existing lines of business to determine if additional lines of coverage should be added and seeks proposals from the carrier to best fit the needs of the client.

· Create a good rapport with clients and insurance carriers/vendors.

Desired Education, Skills, and Experience:

· Maintain a 2-15 state insurance license, as required by the State Department of Insurance

· Bachelor's degree preferred

· 3-5 years of industry or account management experience.

· Advanced knowledge of Microsoft 365 Suite.

· Strong presentation skills, both verbal and written communications.

· Ability to travel up to 20% for client meetings

Physical Requirements:

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• Prolonged periods of sitting at a desk and working on a computer.
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Benefits & Perks

We value our employees and are committed to providing a comprehensive benefits package that supports your well-being and work-life balance, here’s what we offer:

Health & Wellness

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• Medical, Dental, and Vision Insurance
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• Employer-Sponsored Life Insurance
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• Long-Term Disability & Employer Sponsored Short-Term
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Financial Benefits

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• 401(k) with Company Match
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Work-Life Balance

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• Generous Paid Time Off (Starts at 4 Weeks)
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Important Notice

This position description is intended to describe the level of work required of the person performing the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation for applicants and colleagues who need them for medical or religious reasons.

EEOC Statement

ME Wilson is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.