Employee Benefits Account Executive

Job Description

Cabot Risk Strategies, LLC is a dynamic and highly experienced team of insurance professionals dedicated to delivering quality services to our clients. Our goal is to help our clients effectively manage risk through insured solutions. As a full-service insurance brokerage and consulting firm, we provide our clients a leading property, liability and employee benefits practice delivering best-in-class solutions and services. Based in Woburn, MA, Cabot Risk Strategies is easily accessed off of 93 and 128 and employs 100+ people. Please visit our web site at:

Primary Responsibilities:

\n
• Annually maintain high client retention.
\n
• Develop client account 12-month service plan for each account.
\n
• Maintain frequent contact with clients by on-site visitations, e-mail, telephone and presentations.
\n
• Achieve client satisfaction through contact with key municipal officials, Boards and/or committees. Provide consultative, educational and informational sessions.
\n
• Develop 3-year strategy to provide desired product mix, including cross selling additional products and services
\n
• Report regularly to sales and marketing team. Communicate client issues and resolve promptly.
\n
• Attend on-site and off-site meetings, as necessary.
\n
• Manage competitive product and services information.
\n
• Other duties
\n

Knowledge, Skills and Abilities:

\n
• Minimum five years insurance brokerage or health insurance carrier experience with a thorough understanding of group medical plans and strong working knowledge of multiple ancillary plans; dental, life, STD, LTD, etc. College degree required.
\n
• Must have a valid Massachusetts Resident individual Producer License in health and life lines of insurance.
\n
• Proficient in Health & Welfare compliance matters (i.e. ACA, HIPAA, COBRA, 5500, DOL, etc.)
\n
• Superior business development skills required with excellent interpersonal and communication skills, both written and verbal, with an ability to deliver group presentations.
\n
• A knowledge of municipal employee benefits programs a plus.
\n
• Must have a car and be able to travel statewide as needs dictate.
\n
• Computer proficiency in Microsoft Office suite.
\n
• Ability to work effectively and collaboratively with all levels of internal staff, management, external clients, prospects and vendors.
\n
• Valid driver’s license required.
\n

This is a remote position that requires candidates to reside in Western, MA. It also requires travel to the corporate office in Woburn 1-2 times per month.