Employee Benefits - Account Executive

Employee Benefits - Account Executive

Job Category: Employee Benefits Requisition Number: EMPLO001480

Posted: March 11, 2026

Full-Time

Hybrid

Port Washington Port Washington, WI 53074, USA +2 more locations

Job Details

Description

The 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.

Essential Duties & Responsibilities

• Develop, implement and manage client Service Plans with Producer and Account Management team.
• Meet with clients on a regular basis as determined by the client service plan.
• Cross-sell existing business in personal book and co-produced accounts responsible to retain.
• Assist with necessary marketing for preparation of bid specifications and new sales process.
• Assist with marketing on top accounts to verify bids meet the specifications.
• Assist Producer and Account Manager in pre-renewal meetings as set in the workflow procedures and accounts defined by the agency.
• Prepare Stewardship Report prior to pre-renewal/proposal meetings.
• Maintain a proactive service approach and relationship with clients.
• Assist Producers, Marketing and Account Manager in renewal strategy.
• Generate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients.
• Proof policies for accuracy of coverage and contract terms on accounts defined by agency.
• Assist in solving escalated service issues when needed.
• Assist in renewal/new proposals/presentations to existing clients and prospects if needed.
• Document service issues and meetings/phone calls with client in the EPIC Agency Management system.
• Utilization of ALL technology tools and resources to create internal and external efficiencies and provide value added services to customers.
• Oversee client education and communication needs.

Qualifications & Experience

Education:

• Bachelor's degree in Business or any other related degree

Experience:

• Related experience includes previous sales & service experience, preferably in Life & Health insurance industry

Licenses & Certifications

• Life & Health License
• Additional Designations preferred

Skills & Competencies

• Strong verbal and written communication skills with the ability to build effective relationships

• Excellent analytical, problem-solving, and decision-making abilities

• Ability to research issues, review materials for accuracy, and clearly summarize policy information for clients

• Proficiency in Microsoft Office products, including Teams and Outlook

• Highly organized with strong attention to detail and the ability to manage multiple priorities

• Self-starter who demonstrates initiative and can work both independently and collaboratively

• Positive, team-oriented attitude with a strong customer service mindset and passion for the insurance industry

Why Work for Ansay?

Ansay 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.

At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations - It's 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

Benefits & Perks

• Competitive compensation
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and paid holidays
• Professional development and designation support
• Career growth opportunities

Qualifications

Experience

Preferred

Life & Health Experience

Equal 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.