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Open nowFirst seen 5 days ago

Account Executive II, Employee Benefits

Military, Veterans and Diverse Job Seekers757 open roles

Where
San Diego, California, United States
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Your applicationOpen nowAccount Executive II, Employee BenefitsMilitary, Veterans and Diverse Job Seekers · San Diego, California, United States

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  4. CV RocketApplied on Military, Veterans and Diverse Job Seekers's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Our Account Executive II develops, manages and expands relationships with employee benefit clients by performing the following duties. The book of business is a mixture of large and small group clients, self-funding knowledge a plus.

  • Manages assigned book of business, develops client relationships and delivers to grow and retain clients.
  • Partners with producer(s) to develop and implement clients benefits strategies.
  • Prepares a plan for each account to identify what and how short and long term needs may be met.
  • Interfaces with the client at both the HR Manager/Director as well as the C-Suite level to understand the customer's overall objectives and requirements.
  • Maintains regular interactions with clients to develop client relationship as well as advise of new product and service offerings and obtain feedback on performance
  • Ensures all services are implemented according to established project plans and all client deliverables meet quality standards.
  • Acts as the quarterback directing the account team, which may be comprised of an Account Manager(s), Account Representative(s) and Benefit Analyst(s) on all client work and deliverables.
  • Ensures account team is executing deliverables according to standards and best practices
  • Coaches and mentors the account team and provides direction to the team on:
  • RFP and marketing process, including which carriers to include in marketing and negotiating rates with carriers
  • Strategies for new and renewing plans
  • Pre-renewal and renewal timelines, project plans, meetings and presentations
  • Working with clients to identify the possibility of wellness initiatives; pulls in the Wellness Consultant/team to develop alternatives, determine specific plans and implement
  • Offering and implementing all of value-added services
  • Developing clients 3-5 year strategic plan as well as the annual planning calendar and ensuring successful execution
  • SPD wrap documents and 5500 filings
  • Strategies and execution for ACA requirements, COVID and new administration legislation
  • Provides Clients experience reporting requirements
  • Carrier and vendor management
  • Communications
  • All aspects of executing Open Enrollment
  • Provides direction on contribution modeling with Business Analysts
  • Serves as highest point of escalation for issues or activities that the customer encounters with benefits programs and services.
  • Understands and can explain all aspects of carrier renewals for assigned clients
  • Prepares and conducts financial, technical and product presentations and demonstrations.
  • Participates in sponsored events and promotes services and initiatives.
  • Provides feedback to sales, account management and marketing teams for future service enhancements.
  • Shares ideas and customer needs throughout all phases of service life cycle (plan, design, integrate, install, manage).
  • Contributes to the quarterly and annual business forecasting by providing account trends and sharing future client needs.
  • Keeps current on changes in legislation impacting employee benefit programs and communicates with clients on these changes.
  • Is well educated on all products and services.
  • Coordinates with the producer on any out of scope services.

What You Bring To The Table

You are perfect for this opportunity if you

  • Bachelors degree.
  • 5 - 7 years of related experience and/or training; or equivalent combination of education and experience.
  • Must hold a valid CA Life Agent license or will obtain.
  • Preference will be given to candidates with brokerage or insurance carrier account or sales management experience.
  • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions.
  • Project Management Able to develop and manage project plans; Communicates changes and progress; Completes projects on time and budget.
  • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
  • Industry Knowledge Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAA
  • Analytical Evaluate numerical and qualitative data to recommend the best alternatives to clients.
  • Computer Skills Use of Microsoft Word, Excel and PowerPoint to create effective presentations and exhibits.
  • Relationship Management Develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients needs.
  • Team Player Effectively works with team.
  • Leadership Demonstrates leadership skills; sets example for others to follow. Effectively coaches others in developing their skills and abilities.
  • Provides feedback to and solicits feedback from the team
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