LP Insurance Services · 1 month ago
Employee Benefits Account Executive
LP Insurance Services is an established and growing insurance brokerage firm, located in several states including Arizona and California. They are seeking an Employee Benefits Account Executive who will be responsible for managing assigned accounts, performing financial analysis, and building strong client relationships to ensure satisfaction and retention.
InsuranceRisk Management
Responsibilities
Develops strong relationships with clients and carriers to assist clients in settling objectives and identifying areas of concern
Remains current on industry trends, new products, and carrier developments to appropriately advise clients
Answers client questions, identifies objectives, assesses and researches suitable solutions, and arbitrates with carrier on behalf of client
Solidifies 'Valued Partner' relationships with clients building upon client confidence to ensure awareness of political relationship issues that arise related to LP, carriers, or other internal client issues such as pending mergers, turnover in contacts, financial issues, and plan dissatisfaction
Prepares marketing specifications illustrating client objectives, background on the current plan, areas of concern and all related exhibits
Maintains awareness of carrier competitiveness, market focus, underwriting cycles, network or service issues, and various types of funding alternatives
Coaches and mentors team’s Account Managers and other less experienced members of the Benefits Department Team to ensure efficient and accurate servicing of client
Guides team in identifying internal resources available to expedite client servicing
Takes initiative and ownership with assigned projects; follows through on all aspects of assignment; initiates reminders for information needed to complete tasks
Prepares benefit and financial exhibits for presentations and conducts carrier/client enrollment meetings
Reviews all client contracts for accuracy
Remains current through seminars and periodicals of industry, client, legislative and regulatory requirements that pertain to employee benefits
Seeks out new business opportunities through adding new lines of coverage and/or limits to existing clients, cross selling to other divisions, and seeking referrals and cultivating relationships
Qualification
Required
Knowledge of Microsoft Office, agency management/company software; spreadsheets, and databases
Minimum of five (5) years of related broker, benefits consulting, and/or carrier experience or equivalent combination of education and experience required
Active Life and Health Agents/Broker License required
High school diploma or equivalent is required
Knowledge of health insurance and products is critical
Knowledge in HIPAA rules and regulations and the ACA
Strong attention to detail and accuracy
Skilled in producing strong written and verbal communication
Preferred
College degree is preferred
Benefits
401k Plans – with 100% vested employer match
Medical, Dental, and Vision – plans that fit your needs
Short-Term and Long-Term Disability, plus Group Life Insurance – at no cost to you
Paid Time Off – Take the time off you need, without worrying about accruals.
Employee Assistance Program – including free counseling, legal advice, and more
Company
LP Insurance Services
LP Insurance Services is a provider of commercial and personal insurance brokerage services.
Funding
Current Stage
Growth StageRecent News
Business Journals
2023-08-25
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