Benefits Account Executive Resume Samples

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G Mohr

Gerhard

Mohr

922 Miller Loaf

Houston

+1 (555) 498 5121

922 Miller Loaf

Houston

Phone

p +1 (555) 498 5121

Experience Experience

Philadelphia, PA

Group Benefits Account Executive

Philadelphia, PA

Schiller, Anderson and Von

Philadelphia, PA

Group Benefits Account Executive

Participates in management meetings and takes responsibility for sales improvement initiatives
Complete and maintains accurate sales forecasts, data gathering and reports for Business Management
Grow and maintain effective relationships with management teams of assigned financial centres as well as members of CSF regional teams
Develops quotations in cooperation with the Quotations team based on identified sales strategy and information collected from customer or partners as assigned
Works with all internal and external contacts to satisfy clients and achieve company goals
Adheres to sales approach as defined by Agency and marketing
Exceeds monthly sales targets

Philadelphia, PA

Employee Benefits Account Executive

Philadelphia, PA

Labadie LLC

Philadelphia, PA

Employee Benefits Account Executive

Proactively provide Associate (AM, AA) performance feedback to Unit Manager
Provide limited assistance to clients on compliance issues and determine with Unit Manager if legal advice is necessary
Assist Producer with new sales opportunities as assigned by Unit Manager
Participate in Management Activities as defined by Unit Managers and COO
Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities
Develops relationships beyond the Producer’s relationship with the key decision makers
Good working knowledge of federal and state legislation and legal issues related to the insurance industry

present

Boston, MA

Health & Benefits Account Executive

Boston, MA

Ernser-Bailey

present

Boston, MA

Health & Benefits Account Executive

present

Team player who takes initiative, is resourceful and is self-motivated to continuous learning and development
Manage client projects
Contact with customers and insurance companies for the activation and management of insurance policies
Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.) when there is no Client Service Manager
Prepare and manage corporate insurance programs (such as retirement plans, life insurance policies, accident insurance policies, RSMO, etc.. )
Establish and maintain active relationships with our clients
Manage the assigned Employee Benefits’s customer portfolio

Education Education

Bachelor’s Degree

University of Kentucky

Bachelor’s Degree

Skills Skills

Personal computer skills using Microsoft Office Suite
Physical ability to conduct travel
Act as first line of contact for clients in reviewing and responding to questions regarding coverage, billing and claim issues
Build and cultivate relationships with clients at all levels within their organization from key decision makers to day-to-day representatives by making regularly-scheduled calls and providing excellent service
Work directly with key client contacts to identify operational changes and HR potential risks. Responsible for day-to-day account management of the smaller accounts assigned to them
Collaborate with Brokers during pre-renewal meetings to set strategy for client renewals
Profile account and manage all marketing activity with insurance markets
Analyze and identify potential risks for the client, as well as cross-selling and up-selling opportunities and effectively present the coverage options to the client
Communicate directly with vendor partners to obtain the best possible product and price
Accurately maintain agency documentation, files, suspense and follow up within the agency’s document management system

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Group Benefits Account Executive Resume Examples & Samples

Having the appropriate Life, Accident and Sickness insurance licence in good standing, represents ADP Insurance Solutions in a positive and professional manner
Prospecting via telephone within ADP's existing client database for new group insurance opportunities
Follows up on leads referred by sales associates within other ADP departments
Performs needs analysis for potential group insurance clients
Exceeds monthly sales targets
Adheres to sales approach as defined by Agency and marketing
Adheres to professional compliance guidelines
Works with all internal and external contacts to satisfy clients and achieve company goals
Conducts Contract Administration Requests including adds, deletes, and changes within Salesforce application
Complete and maintains accurate sales forecasts, data gathering and reports for Business Management
Conducts Post-Sale Follow Up (call client to ensure welcome letter and contract start date are correct) in coordination with client services team
Develops quotations in cooperation with the Quotations team based on identified sales strategy and information collected from customer or partners as assigned
Participates in management meetings and takes responsibility for sales improvement initiatives

Benefits Account Executive Resume Examples & Samples

Meet with customers when necessary to discuss proposals, renewals, service, or any matter of importance to client
Assist client in their insurance needs, find answers to questions and resolve problems working either by phone, in person, or by e-mail
Act independently of Account Executive in his/her absence
Process renewals, applications, changes endorsement, certificate of insurance, auto ID cards and other items as needed or requested by client
Review policy information to verify accuracy and prevent errors/omissions
Create and maintain computer files and suspense for follow up
Contact carriers regarding claims, applications, renewals, premiums, coverage, changes, and any items needed to service client
Assist in explaining and collecting overdue premiums/fees
Prepare, compile and process various statistical data, reports, correspondence and documentation
Prepare and calculate premiums, invoicing, commissions and other accounting related functions
Assist in collection of delinquent accounts

Health & Benefits Account Executive Resume Examples & Samples

Client relationship management to include project management, fee setting, revenue projections, delivery of stewardship report and other key deliverables, provide technical expertise, develop cross selling opportunities with other Aon practices and accountability for meeting all billable recovery goals and internal audit compliance requirements
New business development to include meeting new business revenue goals within practice and out of practice, if assigned, prospect/opportunity management, and reporting activity and new business within sales reporting application
Manage client projects
10 plus years of healthcare experience
5 plus years of consulting experience
College Degree (or equivalent experience)

Health & Benefits Account Executive Resume Examples & Samples

Prepare/Analyze RFPs, renewals, related information
Analyze carrier claims, utilization reports; report findings to clients
Peer review technical reports
Develop clients’ benefits strategy in concert with other programs
Liaison between client and vendor to resolve problems
Create/Present Open Enrollment material for client meetings
Responsible for client management
Ideal candidate will have 10 plus years of client facing experience at an insurance company or brokerage/or consulting experience in the Health & Benefits discipline, with a strong emphasis on health benefits
Bachelor’s Degree in related field

Group Benefits Account Executive Resume Examples & Samples

Train non-group-experienced CSF advisors on group products and the associated sales process for both small and large group cases
Conduct joint sales/renewal appointments with advisors in need of training
Share best practices with peers in the same role across the country
Develop advisors to leverage their groups into individual business opportunities in an effort to provide holistic advice to group plan members
Effectively manage a block of customers to support client retention and profitability

Benefits Account Executive Resume Examples & Samples

Seek out new clients and develop clientele by networking to find new customers and generate a list of prospective clients. Capitalizing on commercial and personal lines cross-selling opportunities and implementing marketing campaigns to meet sales objectives
Interview prospective clients to obtain data about their financial resources and needs, the risk to be insured, and to discuss any existing coverage
Customize insurance programs to meet individual client needs
Obtain quotations and present proposals explaining features, advantages and disadvantages of various policies to promote sale of products
Contact carriers and submit appropriate forms to bind coverage and ensure that all policy requirements are fulfilled
Service existing clients needs, analyzing insurance program and suggesting additions or changes as needed
Confer with clients on claim related issues
Provide clients with compliance guidance
Good oral and written communication skills including good interpersonal and organizational skills
Personal computer skills using Microsoft Office Suite
Physical ability to conduct travel

Employee Benefits Account Executive Resume Examples & Samples

Serve as the primary liaison between the client, insurance carriers and administrators
Participate in client, prospect and carrier meetings
Communicate and articulate the traditional and self-funded benefit platforms
Manage service agreements to ensure the service platform is fulfilled with assigned clients
Independently on-board new clients, including enrollment meetings, claims reviews and other meetings as necessary
Understand and seek resolution
Implement and coordinate wellness strategies
Set up new users and clients on software and technology platforms; develop documented process for introducing new clients to proprietary technology and software offerings
Demonstrate strategic thinking and innovation based on knowledge of markets, carriers and products for the best interests of the client
Review both new policies and renewal policies received to confirm information and coverages are accurate
Review, negotiate and market renewals 90-120 days prior to the renewal
Strategically manage accounts to retain a minimum of 93% of business year over year
Actively manage client stewardship process, pre-renewal process, final renewal delivery
Update and maintain data integrity with all client related information in the agency management systems
Maintain confidentiality of client information
Expertise in employee benefits account management and customer service
Proficient in written and verbal interpersonal communication skills
Highly motivated and eager to succeed
Must be highly organized in order to prioritize and meet deadlines
Strong work ethic and commitment to professionalism
Possess attention to detail and accuracy
Advanced understanding of Employee Benefits, the Affordable Care Act, regulations and compliance standards
College degree is preferred
A minimum of 2 years’ experience as an Employee Benefits Account Executive
Current Life/Health Group I license required
Proficient in Microsoft Office Suite, especially Excel; use of internet and able to learn and utilize other computer applications

Group Benefits Account Executive Resume Examples & Samples

Strong relationship building and interpersonal skills together with strong active listening skills; an entrepreneurial approach is necessary for this role
Strong team building skills
Willingness to develop as an expert in Group Benefit strategies
CEBS Group Benefits Associate (GBA) designation or ability to attain within 3 years

Employee Benefits Account Executive Resume Examples & Samples

Manages all client required services and maintains client relationship with minimal input from Producers
Manages mid market book of business through direction of employees on service team
Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities
Acts as direct point of contact for client from time of lead
Acts as the lead representative to an assigned book-of-business
Participates in team selling process including finalist interviews and RFP responses
Prepares and presents to client renewal analysis
Sells renewal business to existing clients and where applicable, sells additional lines of coverage
Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals
Provides analysis and recommendations concerning client's existing coverages
Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations
Receives and responds to client inquiries including benefit and claim questions and issues
Reviews client coverage contracts and amendments for accuracy
Manages and negotiates third party vendor relationships and contracts on behalf of the client
Manages dedicated service team
Serves as technical expert, assisting department members to resolve complex issues
Create new client sales opportunities
8 - 10 years related work experience

Specialty Benefits Account Executive Resume Examples & Samples

Being responsible for full oversight of the specialty sale at the direction of the AE/SAE to achieve health plan market sales goals and maintain profitability
Advocate for specialty voluntary products to support increase in enrollment and size of sale and negotiate based on broker/customer feedback with underwriting; leveraging rate bank, product discount programs and packaged savings to leverage the best value to the customer
Consult with broker and health plan sales teams on strategy calls related to specialty products and process and develop and/or deliver finalist and large broker presentations as specialty subject matter expert
Conduct in-depth presentations in market
Create and drive strategies for top specialty producing agencies and Brokers
Collaborate with Sales Management and/or Health Plan leadership regarding pipeline, persistency, market objectives and develop competitive strategies with specific Brokers / General Agents
Work collaboratively with AE / RAC / SAE to support sales, product and process education, and training on employer paid and voluntary specialty products. This position works collaboratively with Generalist AE on external sales calls representing ancillary product offerings
Conduct for communication on specialty topics including marketing initiatives that AE / RAC / SAE should be promoting (i.e. product updates, bonus programs, rate cards, drip marketing, etc.)
Educates sales support on quoting plan designs & product pre-implementation
Develop business relationships with AE / RAC / SAE as a subject matter expert and trusted advisor in order to increase specialty sales
Assisting AE / RAC / SAE in developing sales proposals, including anticipating competing products and distinguishing UHC's products from those competing products
Demonstrated success in meeting or exceeding sales goals, particularly with specialty products
Very strong organizational skills are key to balancing multiple priorities, objectives and customer obligations and time management skills critical to success
Relationship Building and Influence
Ability to negotiate and close sales
Ability to navigate UnitedHealthcare internal departments to produce positive service results for clients and the company
Ability to build and maintain strong client and producer relationships; customer focused approach
Demonstrated understanding and experience (3-5 years) with ancillary coverages specifically with Life / Disability products
Working with / managing a territory of brokers for sales and or account management duties
Sales insurance license(s) must be maintained as required by state law in residential and non-residential states in your territory

Employee Benefits Account Executive Resume Examples & Samples

Account Executive is responsible for keeping all policies and procedures current, working closely with BIG Operations team. Team with producers to manage and meet department goals. Refer customers to BIG P&C and to Berkshire Bank products and financial services products. Meets with producers and or insureds on renewals, market when necessary. Works closely with head of Employee Benefits department to meet the departments financial goals 35%
Sets priorities and manages workflow to ensure efficient, timely and accurate placement of new business. Follows all automation work flow procedures for every task completed. Maintains accurate electronic activity log to track all account activity and contact information. 35%
Aids clients with service needs and makes changes to existing accounts. Informs and educates clients and producers about policy coverage, changes, exclusions and insurance needs. Protects agency from errors and omissions exposures. 20%
5 - 7 years Insurance experience
Strong verbal/written communication skills
Ability to handle multiple tasks
Strong organizational, planning, analytical, and interpersonal skills

Health & Benefits Account Executive Resume Examples & Samples

Maintain and cultivate client relationships at all levels, seeking to understanding their human capital needs and articulating Willis Towers Watson’s employee value proposition, products, services and resources
Lead the development of the employee benefit strategy: Analyze employee benefit programs and make recommendations to improve effectiveness of clients’ employee benefits programs/design, policies and practices, including leading strategic planning sessions
Create and implement the annual client service plan, outlining all of the activities and projects for the client, building in flexibility to react to clients’ shifting needs
Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.) when there is no Client Service Manager

Benefits Account Executive Resume Examples & Samples

Bachelor’s degree (4 additional years of Group Health and Life customer service, sales, marketing and/or claims experience may offset degree requirement)
3 plus years of Group Health and Life customer service, sales, marketing and/or claims experience
Active insurance producer license
Ability to travel up to 30% of the time
Registered Employee Benefits Consultant designation or equivalent
Experience working in a Group Health Agency or a Group Health carrier
Knowledge in agribusiness industry
Experience using AMS360, BenefitPoint or WorkSmart

Benefits Account Executive Resume Examples & Samples

Act as a visible leader and build brand of the agency. Actively participate in industry associations, organizations, boards and charities, as appropriate
Develop and maintain effective network within the business community and industry
Ability to effectively communicate both verbally and in writing
Demonstrated skills and ability to deal with a variety of people and personalities
Maintain a positive work atmosphere by acting and communicating in a manner that instills good working relationships with customers, clients, co-workers and management
Computer proficiency with systems and programs (i.e. Microsoft products)
Establishes priorities and organizes time efficiently to ensure meeting or exceeding deadlines
High level of organizational ability
Ability to attend after hour events for community integration and presence
Minimum of 3 years b2b solution selling experience

Employee Benefits Account Executive Resume Examples & Samples

Serve as the primary operations liaison between Lockton and clients. Under Producer direction, serve as the primary technical advisor to clients on all group insurance issues. Interface effectively and confidently with senior management of clients and/or prospects, representing Lockton in the highest professional manner
Prepare Annual Service Plan, Compensation Disclosure, and Client Stewardship reports for each client. Meet with clients quarterly or as necessary
Oversee renewal and marketing efforts and take a lead role in carrier selection and/or financial negotiations. Oversee/approve all vendor, plan design, and financial recommendations. Write Executive Summary for Annual Renewal/Marketing report. Prepare implementation schedule
Review drafts of all employee communication pieces
Review and sign-off on all agreements and/or documents
Schedule and lead all client meetings and attend enrollment meetings as necessary
Ensure that data in BenefitPoint is loaded and updated annually for all assigned clients
Supervise Account Managers and Account Administrators in preparation of Monthly Experience Reporting, Mid-Year Report, and Annual Renewal/Marketing Report
Coordinate and direct the efforts of all team members to fulfill service responsibilities, objectives, and the overall effectiveness of the team
Direct complex underwriting and funding issues and strategies
Develop mutually-beneficial relationships with insurance carriers and administrators to generate optimal results for clients
Direct/assign special projects for clients as needed
Prepare written correspondence, reports, and analyses as needed
Develop and maintain an extensive knowledge of insurance coverages and markets

Employee Benefits Account Executive Resume Examples & Samples

BA or BS degree preferred
At least 7 years of experience servicing large EB accounts
Experience with influencing C-level executives
Proficiency with Microsoft Office Suite and PowerPoint programs
High energy, detail-oriented self-starter
Strong leadership, mentoring, and team-building skills
Significant skill in handling competing demands and projects
Excellent organizational skills and ability to prioritize and delegate responsibility

Employee Benefits Account Executive Resume Examples & Samples

Develops relationships beyond the Producer’s relationship with the key decision makers
Directs Plan Analyst/Account Manager regarding renewal/new marketing
Presents renewal and/or new proposals to clients
Schedules and leads client meetings and attends open enrollments if necessary
Coordinates and directs efforts of all team members
Strategic planning with producer regarding complex underwriting issues and strategies
Meets with clients on a quarterly or on an” as needed” basis
Rounds accounts, especially voluntary benefits
Implement and Execute multi-year strategic plan
Makes sure the client is aware of resources that HUB offers (minimum annually)
At least 5-10 years of related experience working as an Account Manager in the employee benefits arena (equivalent combination of education and experience is acceptable)
Self-Funding and fully insured experience preferred
L&H License required
Bilingual in English and Spanish a big plus
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point and follow guidelines on working in the BMS (BenefitPoint) for premium efficiency with your team

Voluntary Benefits Account Executive Resume Examples & Samples

Present and promote voluntary benefit programs to existing SLF group clients and advisors
Develop and maintain strong relationships with internal and external partners
Support the regional sales team in the achievement of regional sales targets
Strengthen customer and advisor relationships
Execute on education and awareness campaigns
Understand customers and advisors current benefits environment
Knowledge of group benefits industry
Understanding of underwriting processes and profitability drivers for group insurance

Health & Benefits Account Executive Resume Examples & Samples

Manage the assigned Employee Benefits’s customer portfolio
Establish and maintain active relationships with our clients
Liaise with clients and build strong relationships
Prepare and manage corporate insurance programs (such as retirement plans, life insurance policies, accident insurance policies, RSMO, etc.. )
Contact with customers and insurance companies for the activation and management of insurance policies
Offer customer technical support
Develop broad understanding of Willis Towers Watson’s services and products
Develop a broad understanding of the Health and Group benefits (that include Life, Ad&d, Health Care and Flexible Benefits) space and WTW’s key differentiators
Grow existing portfolio by identifying new new, and/or existing opportunities
Ability to articulate in meetings, in written communications and in formal presentations, the overall Willis Towers Watson proposition and specifically the features and benefits of our products

VP Benefits Account Executive Resume Examples & Samples

Ability to effectively present oral and written presentations to clients, employees and prospects
Personal computer knowledge and experience such as MS Word, Excel, Outlook, etc
Bachelor's degree from four-year college or university, or equivalent combination of education and experience
10 or more years of experience in an agency or insurance company environment
At least five years of experience in servicing large brokerage accounts and initiation of or acquisition of at least one industry related designation. (i.e., CEBS, CLU.)
Licensed agent status for the State of Massachusetts and all other states where Eastern conducts business
Maintains current LAH License, including, but not limited to, CEU's
Strong customer service background and willingness to be part of a team

Employee Benefits Account Executive Resume Examples & Samples

Handle complex financial issues and strategies
Develop mutually beneficial relationships with insurance carriers and administrators to generate optimum results for Lockton Benefit Company (LBC) clients in terms of most competitive costs and renewals, problem resolution and marketplace awareness/knowledge
Oversee renewals and marketing efforts and take lead role in carrier selection and/or financial negotiations
Upon completion of marketing/renewal effort, form/plan recommendations and executive summary in concert with Unit Manager and/or Producer
Attend client meetings when financials are reviewed, major service problems are discussed, renewal/final marketing report is presented
Determine when Unit Manager/Producer involvement is necessary in problem resolution and carrier negotiations
Primary role in training and development of AM and assisting in training of AA
Direct/assign special projects for accounts as needed in concert with the Unit Manager
Assist in review of all agreements and/or documents (employee booklets, carrier contracts, etc.)
Provide limited assistance to clients on compliance issues and determine with Unit Manager if legal advice is necessary
Perform AA and AM duties when necessary
Assist Producer and Unit Manager in establishing and meeting target revenue goals for existing and new business (includes review of annual commission/fee tracking)
Assist Producer with new sales opportunities as assigned by Unit Manager
Attendance of internal meetings/educational programs
Participate in Certified Employee Benefit Specialist (CEBS) designation program
Participate in Management Activities as defined by Unit Managers and COO
Primary resource for AM/AA
Proactively provide Associate (AM, AA) performance feedback to Unit Manager
At least 3 to 5 years of experience in the insurance industry, specifically in employee welfare benefits, preferably 2 years with LBC
Strong customer service skills, with the ability to develop sound client relationships with multiple clients
Ability to prepare and present client presentations with clarity and understanding
Excellent organizational, communication and negotiation skills
A firm working knowledge of welfare benefits in multiple product lines (i.e., medical, dental, life, AD&D, disability) and a basic understanding of risk and insurance
Excellent working knowledge of differing financial arrangements and products available to clients (i.e., fully insured, minimum premium, ASO)
Good working knowledge of federal and state legislation and legal issues related to the insurance industry
Must be available for travel and willing to accept responsibility for client/vendor entertainment
Required insurance licenses
Legal right to work in the United States

Employee Benefits Account Executive Resume Examples & Samples

Conduct effective quarterly Gate meetings with clients
Provide thought leadership regarding benefit strategies
Maintain strong client relationships in both professional and personal settings
Establish and maintain carrier-partner relationships
Maintain a thorough knowledge of products available in the market
Monitor and analyze the financial position of each line of coverage throughout the year
Prepare revenue projections throughout the year and at renewal
Determine when and why coverages will be marketed
Initiate and manage entire renewal process in a timely manner
Manage the bid solicitation process for all voluntary benefits lines of coverage
Analyze the financial and service aspects of vendor proposals
Provide recommendations based on marketing results
Identify opportunities for business expansion/growth
Negotiate terms and conditions with carriers
Provide guidance to account team during coverage implementation
Identify opportunities and gaps in coverage
Proactively deliver regulatory and compliance support to clients
Provide insight and recommendation on employee benefit communication campaigns
Ensure client deliverables are peer reviewed prior to delivery
Conduct benefit audit for prospects
Participate in formal presentations to prospective and current clients, as well as insurance vendors
Efficiently manage the utilization of company resources and talent
Develop mutually beneficial relationships with
Bachelor’s degree or equivalent education and/or experience
Advanced working knowledge of the employee benefits industry
Current resident-state license or ability to obtain same immediately
Substantial experience in marketing and servicing employer sponsored benefit plans
Demonstrate ability to instill confidence and comfort with clients so client looks to AE and to Lockton as more than just and insurance broker, but a partner in business
Strong knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications
Ability to compile, analyze, and interpret financial information and data to facilitate decision making
Develop and maintain a working knowledge of Presentation Master
Personal presence to interface with top management of other businesses, representing Lockton in then highest professional manner
Demonstrated understanding of when to proceed alone and when to involve the Producer or others
Ability and willingness to proactively coach and mentor other Associates
Understanding and executing superior service and relationship in accordance with Lockton quality procedures and performance standards
Ability to provide clear direction and act as leader of account team