Employee Benefits Client Account Executive

Employee Benefits Client Account Executive

Requirements

• Bachelor’s degree or equivalent education and related training
• 5-8 years of relevant insurance industry experience
• Appropriate insurance license(s)
• Strong client relation skills to build and maintain positive business relationships with clients and market contacts, including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
• Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
• Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
• Ability to travel, occasionally overnight

Responsibilities

• Schedule weekly/biweekly meetings with Producers. These meetings should review strategy for clients, escalated service issues, plan client meetings, etc.
• Plan and monitor (with AM) annual open enrollment checklist, resources, and timeline.
• Lead renewal and marketing (if needed); consider additional lines of coverage that client may need.
• Ensure Partnership Reports, Business Associate Agreements, and proposals are complete. Often, a start is provided by AM or CSS, but AE or Producer should review and edit.
• Schedule and lead handoff meetings once final sold decisions are made
• Request and be able to interpret for client any benchmarking data, actuarial analysis, compliance matters, or other Specialty Practices expertise needed. Manage communication about special studies and projects between Producer, Client, and McGriff experts.
• Schedule and lead PPR reviews (YE and mid-year at minimum)
• Create Partnership report alongside AM for $50K clients
• Lead major client projects such as implementing a wellness program, implementation on a new ben admin system, M&A support (when applicable), etc.
• Plan and lead quarterly meetings with clients to include Post-Renewal, Compliance Review, Claims Review, Pre-Renewal Planning, and Open Enrollment / carrier implementation. Keep Producer informed so he or she is ready for meetings even if most recent communication has been with AE.
• Provide advice and help to Account Managers and CSAs on areas where they are still building experience. Be willing to let AMs try new things and build skills.
• Monitor overall assigned book of business revenue in miDash, McGriff’s revenue dashboard. Communicate with AM, Agency Management, Producer, Carriers, and Client as needed to resolve or explain expected revenue shortfalls.
• Update claims reports Quarterly/Monthly
• Participate in prospect meetings when appropriate and be able to discuss McGriff’s service model, including the Client Experience Roadmap.
• Continue to learn and advance your knowledge of the industry, carriers, lines of coverage, and compliance.
• Meet with AM on a bi-weekly basis to check in on mutual clients.
• Other duties as needed.

Preferred Qualifications

• Advanced degree
• Certification or designation
• Experience with Requests for Proposal