Job Description
Large Group Account Executive
Job Summary
Seeking a highly motivated and experienced Large Group Account Executive to join a dynamic team. This role is integral to managing and servicing a book of business consisting of 15-20 clients, primarily focusing on accounts with 100+ employees. The ideal candidate will have a strong background in self-funding, level funding, and fully insured accounts, as well as experience in renewal projections, marketing, and resolving escalated claims issues.
Compensation Package
- Salary Range: $80,000 - $125,000 (commensurate with experience)
- Competitive benefits package, paid time off, professional development opportunities, etc.
Responsibilities
- Manage and service a book of business consisting of 15-20 clients.
- Act as a project manager for client accounts, ensuring seamless onboarding of new business and ongoing client satisfaction.
- Conduct renewal projections and assist with marketing efforts as needed.
- Address and resolve escalated claims issues in a timely and professional manner.
- Attend in-person client meetings as required, at least quarterly.
- Collaborate with internal teams to ensure client needs are met and growth goals are achieved.
Qualifications/Requirements
- Licenses/Designations: Life & Health license required; additional designations are a plus.
- Experience: 3-5 years in a broker or carrier Account Manager/Account Executive role, with a focus on medical insurance (not just ancillary).
- Technical Skills: Proficiency in Microsoft Office Suite; experience with proprietary systems is a plus.
- Soft Skills: Strong communication, organizational, and problem-solving skills. Ability to manage multiple priorities and maintain a client-focused approach.
- Education: Bachelor’s degree or equivalent experience preferred.
- Travel: Ability to travel to client meetings within driving distance of Seattle.
Additional Information
- Work Environment: Hybrid role with two days per week in the Seattle office.
- Training: Comprehensive training provided, tailored to the candidate’s experience level.
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