Position Details

Type Full-Time

Experience senior

Exp. Years 5+ years

Education Bachelor's degree or equivalent experience in the insurance industry

Category Consulting & Advisory

About this role

Senior Account Executive/Service Manager to manage and retain client employee benefits accounts, lead service personnel, negotiate renewals, and deliver tailored insurance solutions.

Key Responsibilities

Build and maintain client relationships
Analyze client needs and suggest benefits solutions
Negotiate carrier renewals
Collaborate with internal teams to ensure service delivery
Lead and mentor service personnel

Technical Overview

Strong Salesforce and MS Office skills; client-facing consulting in employee benefits; regulatory changes awareness.

Ideal Candidate

The ideal candidate is a senior account executive with at least 5 years in employee benefits, holding a Life & Health license, and proficient in Salesforce and MS Office. Strong client relationships, negotiation, and presentation skills are essential.

Must-Have Skills

Bachelor's degree or equivalent experience in the insurance industryValid Life & Health licenseAt least five years of experience in employee benefitsProficiency in Microsoft OfficeSalesforce

Nice-to-Have Skills

Six SigmaCSWP

Tools & Platforms

Microsoft OfficeSalesforce

Required Skills

Bachelor's degree or equivalent in the insurance industry; Life & Health license; 5+ years employee benefits; Salesforce; Microsoft Office; client relationships; negotiation; presentation skills

Hard Skills

Bachelor's degree or equivalent experience in the insurance industryValid Life & Health licenseA minimum of five years of experience in employee benefitsProficiency in Microsoft OfficeSalesforce

Soft Skills

Relationship-buildingNegotiationPresentation skillsDetail-orientedMultitaskingProactive attitude

Industry & Role

Industry Insurance

Job Function Manage client relationships and deliver employer benefits solutions in the insurance domain

Role Subtype Account Executive

Keywords for Your Resume

Senior Account ExecutiveService Manageremployee benefitsLife & Health licenseSalesforceMicrosoft Officepresentation skillsnegotiationclient relationshipsinsurance industryregulatory changescommunicationteam collaborationmultitaskingproactive attitudebachelor's degree

Deal Breakers

No Life & Health license, Less than 5 years of employee benefits experience, Lack of Salesforce or MS Office proficiency

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Service Manager/Account Executive

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