Hybrid Employee Benefits Account Executive

at Patriot Growth Insurance Services, LLC

• Job title: Employee Benefits Account Executive
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Media, United States

About the role

• Employee Benefits Account Executive responsible for implementation and service of large group employee benefits. Managing client relationships and ensuring superior customer service at Safegard Insurance.

Responsibilities

• Review & Design full suite of Employee Benefits products including fully insured and self-insured medical plans, worksite products, group life, short-term disability, long-term disability, dental and vision coverage.
• Communicate and assist customers with understanding of and taking action on laws affecting Employee Benefits and Human Resources including: FMLA, ACA, and ERISA.
• Complete, review and/or approve all standard new business processes and policies.
• Client facing with open enrollment
• Request new business policy corrections and help clients resolve claims/billing issues.
• Guide new clients through the implementation process, hand off to account manager once completed.
• Maintain accurate records within agency management system and electronic files.
• Build relationships with carrier representatives, general agents, and agency producers.
• Delegate tasks to the appropriate individual and oversee the accuracy of their work.
• Identify areas for process improvement within the Employee Benefits department.
• Serve as mentor and trainer for new to workforce staff in Employee Benefits department.
• Prepare, participate, maintain, and facilitate client facing presentations and meetings.
• Ability to work with senior level management and have a top-level executive presence.

Requirements

• Bachelor's degree
• Licensed Life & Health Producer - preferred
• Professional Designation a plus but not required
• 5+ years' in Employee Benefits Brokerage
• Experience with Self-Insured Benefits Programs preferred
• Knowledge of Vertafore BenefitPoint a plus but not required
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• Strategic thinker and independent worker
• Comparative and technical knowledge
• Self-starter and self-motivated
• Relationship builder
• Authorized to work in the U.S. without sponsorship.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)