Job description

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Insurance Employee Benefits Account Executive

Position Summary
As the Account Executive for Employee Benefits, you will manage employee benefit plans for client organizations. Your role will involve a high level of client engagement. With the assistance of a support Team, areas of responsibility include open enrollment, renewal processing, employee & employer coverage questions, HR & compliance support, employee claims advocacy, new business processing, and other client needs.

Duties and Responsibilities
The following represents the majority of the duties performed by the position, but is not meant to be all inclusive nor prevent other duties from being assigned when necessary.
Exceptional customer service is a hallmark for Unity Insurance Partners. Our customers have come to expect a personal response. Your attention to detail and exceptional project management skills are critical to our success. Our clients’ requests are frequently time-sensitive and require us to get it right the first time. Yours is an autonomous role with a high service orientation (both internally and externally). We will look to you to be a go-to resource.

1. Maintain Client Relationships

• Understand client goals and objectives
• Conduct pre-renewal, post-renewal and check-in calls for all clients
• Conduct quarterly strategic account planning meetings and annual executive meetings with identified clients
• Make regular service/relationship calls to clients
• Develop a trusted advisor relationship with key customer stakeholders and executive sponsors

2. Provide Excellent Customer Support

• Demonstrate a “whatever it takes” attitude to ensure client satisfaction and to support Unity initiatives
• Serve as the primary contact for resolution of issues
• Assist customers with different issues that arise relative to their benefits
• Develop, implement and manage project plans in conjunction with the client
• Keep the Referring/Writing Agent fully informed of all important activities on client account

3. Renewal and Open Enrollment Support

• Request, update and verify census data and materials required for marketing
• Prepare & provide RFP data/specifications to Marketing Analyst
• Review current plans compared to quoted plans, evaluate and negotiate options with current & alternative carriers/vendors
• Develop and negotiate contract terms, rates, plans, schedules, resources, involvement and roles/responsibilities
• Work with Marketing Specialist to prepare analyses to present to client
• Identify new opportunities within each customer’s benefit package to enhance their offerings to their employees
• Conduct employee education meetings for clients as needed.
• Provide benefit & open enrollment materials, including contracts, booklets, forms and other employee facing materials

4. Develop & Maintain Skills, Knowledge & Proficiencies

• Continually increase knowledge and grow professionally
• Carrier products and services

• Regulatory requirements
• Industry trends
• Personal growth

5. Compliance

• Ensure Compliance by coordinating filings, and other items that keep the customer in compliance with ERISA, ACA, COBRA, FMLA, 5500, etc. requirements

6. Operations

• Set up, maintain and update client data in Agency Management System
• Identify the factors which influence business performance and recommend actions to improve profitability and/or enhance efficiencies

Education and Experience

• Minimum 3 years of experience in a client facing role in a benefits brokerage organization - preferred
• Life & Health License - required

Knowledge, Skills, and Abilities

• Proficiency in Outlook, Excel, Word, Customer Database & other current technologies
• Strong and effective written and verbal communication skills
• Strong organizational skills are required
• Excellent time management skills

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The position requires minimal physical exertion during the performance of the majority of the duties. Most work is performed while standing or sitting.

Job Type: Full-time

Pay: $60,000.00 - $85,000.00 per year

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Plano, TX 75093: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• Life and Health License (Required)

Work Location: One location

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