Account Executive Account Executive …

Risk Strategies
à Boston, MA, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Risk Strategies
à Boston, MA, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Account Executive
Account Executive

- Boston, Massachusetts, US


Risk Strategies, a privately-held National Insurance Brokerage and Risk Management Firm with over 1,900 employees and 97 offices throughout the US s seeking a collaborative and resilient Account Executive for our Employee Benefits team. The Account Executivewill fulfill an integral role in developing cohesive relationships with client groups by designing cost-effective benefits programs, streamlining enrollment initiatives, and serving as a strategic advisor. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Employee Benefits accounts.

As an Employee Benefits Account Executive with the 16th Largest US Broker, 11th Largest Privately-Held US Independent P&C Broker, 8th Largest Personal Lines Broker & 6th Fastest Growing Firm in the US, you will:

  • Provide account management support to Group Benefits Department
  • Create and maintain ASO dashboards using Microsoft Excel
  • Translate technical instructions in mathematical forms while contending with both abstract and concrete variables
  • Maintain positive relationships and clear communication with co-workers, clients and insurance carriers
  • Draft Request for Proposals (RFPs) for review by Account Team, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review by Account Team
  • Request health and welfare plan renewals from insurance carriers for each client, file and summarize renewals for each client for review by Account Team
  • LEADin the management of the annual renewal process, including attending open enrollment meetings, providing assistance with processing enrollment/changes forms and documents
  • Assist in preparing annual Open Enrollment communications for each client’s employee population
  • When required, visit client sites to participate in face-to-face meetings
  • Enter client data and communications on of all forms into Agency Management System. Run reports from system; manipulate data into a format usable by management
  • Keep team members, executives and producers informed of significant developments on accounts
  • Special projects and other duties assigned from time to time

Requirements :

Requirements and Qualifications:

  • Advanced knowledge of Microsoft Excel, particularly the creation and maintenance of ASO dashboards
  • Demonstrated proficiency in applying mathematical analysis to assess coverage options for clients
  • Ability to work independently and make positive contributions to team oriented projects and initiatives
  • Bachelors’ Degree or employee benefits insurance experience preferred
  • 5+ years’ experience within the employee benefits industry
  • Valid State Life, Accident and Health brokers’ license /or obtain within 60 days
  • Valid Driver’s License
  • Possess excellent verbal and written communication skills
  • Knowledge of marketing concepts and negotiation of insurance coverage(s) preferred
  • Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities.
  • Exceptional organization and time-management skills

Benefits :