GENERAL PURPOSE:  

The Benefits Account Executive works closely with prospective clients during all phases of the sales process. Responsible for nurturing and growing existing client relationships and managing escalated service issues. 

 

ESSENTIAL JOB RESPONSIBILITIES: 

To perform this job successfully, an individual must be able to perform each essential duty adequately.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

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  Leads the sales process by overseeing and executing the quoting process, as well as assisting in the rollout of new plans to clients. 

  
  

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  Evaluates exposures to clients and prospects, reviews insurance company quotations, prepares and presents proposals. 

  
  

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  Facilitates termination of prior plan when new business is written, or coverage is moved. 

  
  

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  Provides a level of service that promotes a high level of account retention. Handles escalated service requests. 

  
  

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  Oversees the renewal/remarketing process and finalizing renewal paperwork. 

  
  

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  Looks for upsell opportunities with existing business. 

  
  

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  Documents client interactions and provides follow-up to operational team. 

  
  

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  Supports and adheres to agency goals and objectives to place and retain business with our key companies. 

  
  

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  Supports and adheres to procedures to minimize the agency’s error and omission exposure. 

  
  

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  Other job duties as assigned.