Seeking an individual with experience in Group Employee Benefits to work as an Account Executive. The primary goal of an Account Executive is to retain existing business by nurturing existing client relationships.
• Minimum of 5 years experience
• Must possess strong communication skills
• If qualified, will consider someone with Account Manager experience.

• Meet with clients periodically to review services provided
• Conduct Employee Open Enrollments
• Prepare Quarterly Reviews on clients that are over 100+ lives
• Negotiate Renewals and rates with Carriers
• Present Renewal information to clients (accompany Producer if necessary)
• Prepare Group Application for Carrier and review completed Employee Enrollment Applications for submission to Carrier
• Prepare statistical reports in Excel for presentation to clients
• Prepare Case Reports
• Prepare benefit comparisons of various Carriers for presentation to client
• Review client’s plan of benefits and make recommendations for alternative plans
• Proof read Plan Documents, Policies, Certificates and Summary Plan Descriptions
• Work as a team with Producer and Customer Service Representative to provide Customer Service to prospect and clients
• Use various office equipment – computer, fax, copy machine, scanner and printers

Secondary Responsibilities
• Conduct Employee meetings answering employee inquiries regarding plan of benefits
• Respond to inquiries from clients and carriers
• Meet with Carriers periodically to learn products they have available

Technical Requirements
• Illinois State Insurance License
• Knowledge and use of Microsoft Outlook for e-mail – respond to inquiries in a timely manner
• Knowledge and use of Microsoft Word for letters, labels and miscellaneous forms
• Knowledge and use of Microsoft Excel. Use for entry of census information, spreadsheets for proposals, charts and grids
• Knowledge and use of the Internet to access Insurance Companies for PPO network and obtaining quotes and insurance forms.

Educational Requirements
• High School Diploma
• College Degree Preferred
• Computer classes in Windows and Microsoft Products preferred

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