Choice Insurance, a Vizance Company · 6 days ago
Client Account Executive - Employee Benefits
Golden Valley, MN
Full-time
Onsite
Mid, Senior Level
$75K/yr - $100K/yr
5+ years expChoice Insurance, a Vizance Company, is seeking a Client Account Executive - Employee Benefits who will serve as the primary point of contact for clients after the business development transfer. The role involves providing exceptional client service, managing employee benefits administration, and ensuring the timely processing of transactions while fostering strong client relationships.
Insurance
Hiring Manager
Megan O'Shea
Responsibilities
Provide outstanding client service to our Employee Benefits clients
Pre-qualifies and analyzes prospects’ coverage needs, recommends coverages and prepares rating quotes and proposals to sell new accounts
Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contract
Recommends excess and surplus coverages, as needed to meet client insurance needs. Educates clients as to coverage limitations and documents on the system
Completes applications for insurance, submits to eligible and appropriate carries, and follows up to ensure timely receipt of policies or quotations
Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and system
Actively refers clients to Group and Individual Life Benefits for solicitation of new business
Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities
Maintain accurate records
Organize and participate as needed with client presentations, including employee enrollment meetings
Prepares summaries of insurance, schedules and proposals, using computerized system
Lead the process for plan enrollment including employee communication, case submission and plan implementation and follow up to a successful conclusion
Serve as resource to clients for current market conditions and ongoing benefit regulation changes
Manage employee benefits administration, assisting current and new clients with benefits questions, claims, and billing issues to a successful resolution. Escalate issues to the appropriate level if necessary
Independently manages workflow to ensure efficient, accurate and timely processing of transactions and renewals
Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current
Interacts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency
Perform other miscellaneous duties as assigned by agency management
Leads as a team player with excellent interpersonal skills
Possesses excellent written and oral communication skills
Must possess a high energy level and outgoing personality
Promotes and administers change and accepts diversity
Exhibits problem-solving, and decision-making skills
Fosters open communication
Advanced knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and underwrite assigned client and prospect lists
Proficient computer skills including Microsoft Office & Excel
Adapts to changing instructions and working environment
Actively participates in insurance operations meetings
Must work in an efficient, systematic way
Qualification
Required
4-year Degree in related field of study or 7 years combination of education and/or insurance experience
5+ years Life & Health insurance experience required
Current MN Life and Health License
Advanced knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and underwrite assigned client and prospect lists
Proficient computer skills including Microsoft Office & Excel
Ability to lead capacity for one or more functional areas
Capability to analyze business process, develop ad-hoc reports, provide proactive solutions and develop procedural documentation
Well versed in insurance regulations, provides education and develops processes, procedures and policies within department
Relies on experience and judgement to plan and accomplish goals and is comfortable with ambiguity and problem solving
Works under little to general supervision
Act as a leader for all Client Account Managers & Specialists
Preferred
Preferably holds relatable Insurance Designations (i.e. CISR, CIC, CPCU)
Benefits
COMPANY PAID Voluntary Life and Short-Term Disability insurance!
Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
401(k) & company match
HSA/FSA
Paid Time Off
Designation course incentives
Security of working for a stable, independent agency with a defined path for internal succession
A supportive team environment that celebrates success
Positive work-life balance
Company
Choice Insurance, a Vizance Company
Choice Insurance offers comprehensive insurance products and services for clients’ business, personal and agricultural needs.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase