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Kraus-Anderson Insurance · 5 days ago

Account Executive, Employee Benefits

KA Insurance, Burnsville, MN, US

Full-time

Onsite

Senior Level

$70K/yr - $125K/yr

5+ years exp

Kraus-Anderson Insurance is dedicated to making clients' needs a priority and fostering a dynamic workplace. They are seeking an Account Executive to coordinate client relations, ensuring renewal and additional sales needs are met while managing Employee Benefit plans.

Financial ServicesInsurance

Responsibilities

Understand and actively work toward agency goals and strategies

Understand and actively round accounts by offering additional agency services

Oversee and manage client renewals to include marketing, proposal, presentation, open enrollment, build, update and test online software, carrier communication, benefit guides, marketing wrap up, client folders, EPIC updates and any/all activities associated with client renewals

Assist Producer with marketing new business

Keep Producer informed of client activities

Manage and oversee claims utilization of clients on a consistent, monthly basis

Provide ongoing customer service to assigned clients

Maintain knowledge and relationship with Carrier Representatives, Carrier websites and Carrier Product Offerings

Maintain knowledge of State and Federal compliance

Provide other support whether apparent, required or needed

Complete additional projects as developed and assigned by your supervisor or management

Qualification

Life/Health licenseInsurance marketing experienceCustomer service experienceExcel skillsAdobe skillsMulti-taskingVerbal communication skillsWritten communication skills