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Account Executive – Employee Benefits

  • Full Time
  • Greater Los Angeles Area

Location: Greater Los Angeles Area

Job Type: Direct

Hours: Full Time

Required Years of Experience: 5+ years of related employee benefits, account-service experience within a brokerage environment

Required Education: Bachelor’s Degree BA/BS preferred or equivalent combination of education (high school diploma/GED) and experience

Travel: No

Relocation: No

Company

  • One of the worlds’ largest employee benefit brokers
  • Strong Market and Community Presence
  • Focused on providing comprehensive, affordable, high quality employee benefit design to meet our clients’ needs now and, in the future
  • Offering advanced hi-tech client-servicing technologies that empower sound business decisions and propel organizations forward
  • Focused on providing their customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control
  • Entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients

Benefits and Features

 

  • Access to progressive market ideas with financial validation to back them up
  • Offer customized solutions for a wide array of industries and their unique needs
  • Enjoy an exceptional working environment with great leadership
  • Be part of an organizational culture full of high-energy, talented, creative professionals who are dedicated to solving challenges and creating positive outcomes

 The Role

  • Responsible for managing and coordinating account service activities and soliciting new business as the primary client contact
  • Support Producer led new business activities
  • Reviews coverage for accuracy of policy provisions
  • Meets with clients for pre-renewal strategy, proposal delivery and explanation
  • Responsible for renewal of existing clients
  • Conducts client open enrollment meetings and answers questions regarding benefit coverage
  • Ensures that client team handles benefit inquires effectively to service employees
  • Resolves escalated service issues
  • Manages new carrier and plan implementations for book of business
  • Meets with clients as needed or directed by Producer
  • Engages in optimal and appropriate usage of applicable agency management systems

Background Profile:

 

  • Successful background and experience in employee benefit business
  • Collaborative and Responsive
  • Well versed in industry legislation such as ACA, COBRA and HIPM
  • Have a proven track record of exceptional customer service
  • Can effectively communicate and make presentations to retain existing accounts, implement new business and support day to day customer service execution
  • Have strong organizational skills with a keen attention to detail
  • Excellent oral and written communication skills
  • Good leadership, problem solving and time management skills
  • Ability to prioritize work for multiple projects and deadlines
  • Proficient in Microsoft Office Suite and Outlook
  • Good knowledge of self-funding preferred but not required

Compensation:

  • Offers Exceptional Compensation
  • Corporate Benefit Package

Carol Benson, President

805.241.2500

carol@cbrsearchspecialists.com

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