🚀 Employee Benefits - Select Account Executive

Employee Benefits - Select Account Executive

Join to apply for the Employee Benefits - Select Account Executive role at Ansay & Associates

Overview

The Employee Benefits Select Account Executive will be responsible for high-level customer experience/service. Working with the select book of business clients on their benefit package. Drive organic growth by cross sales and as a referral source for Producers. At Ansay & Associates we believe in building lasting relationships and delivering service that exceeds expectations.

Responsibilities

• Cross-sell existing business in personal book and co-produced accounts; responsible to retain.
• Handle marketing for preparation of bid specifications and new sales process.
• Maintain a proactive service approach and relationship with clients.
• Generate new business appointments through networking, referrals and other prospecting sources to attract and retain new clients.
• Proof policies for accuracy of coverage and contract terms on accounts defined by the agency.
• Assist/handle escalated service issues when needed.
• Assist/handle renewal and new proposals/presentations to existing clients and prospects if needed.
• Document service issues and meetings/phone calls with clients in the EPIC Agency Management system.
• Utilize all technology tools and resources to create internal and external efficiencies and provide value-added services to customers.
• Oversee client educations and communication needs.
• Continue professional development (e.g., stay current with industry changes, pursue professional designations).
• Maintain appropriate license requirements.

Qualifications And Requirements

• Bachelor's Degree in Business or related field.
• Related experience includes previous sales and service experience, preferably in the Life & Health insurance industry.
• Life & Health licensed; additional designations preferred.
• Positive "can-do" attitude, passion for insurance, and self-starter who demonstrates initiative.
• Ability to identify and research problems, review material for accuracy, and summarize policies for customers.
• Effective oral and written communication skills; proficiency in Microsoft Teams and Outlook.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales and Business Development

Industries

• Insurance