Mergers & Acquisitions Account Executive - Employee Benefits

Summary

Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team.

Essential Duties and Responsibilities

• 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
• Creates new client sales opportunities
• Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
• Other duties as assigned

Qualifications

• Bachelor's Degree equivalent combination of education and experience
• Eight (8) or more years related work experience
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

Skills

• Excellent verbal and written communication skills
• Good problem solving and time management skills
• Ability to work within a team and to foster teamwork
• Good planning, organizational and prioritization skills
• Proficient in Microsoft Office Suite