Job Description

Associate Account Executive

Job Summary

Seeking a dedicated and experienced Associate Account Executive to join a team. This role is ideal for a professional with a strong background in brokerage and benefits, who thrives in a hybrid work environment. The successful candidate will manage accounts from A-Z, working closely with carriers, handling RFPs, and engaging directly with clients. This position offers an exciting opportunity to work with a mix of self-funded, fully insured, and level-funded accounts.

Compensation Package

• Salary: Up to $75,000 annually (non-negotiable)
• Benefits: Comprehensive benefits package
• Paid Time Off (PTO): Generous PTO policy

Responsibilities

• Manage all aspects of account management, including client interaction and carrier relations.
• Handle Requests for Proposals (RFPs) and ensure timely and accurate submissions.
• Provide expert guidance on a variety of funding arrangements, including self-funded, fully insured, and level-funded plans.
• Collaborate with internal teams to ensure seamless client service and satisfaction.
• Transition from Benefits Pointe to EPIC system later this year.
• Maintain compliance with all relevant regulations and industry standards.

Qualifications/Requirements

• Licensing: Active Life & Health (L&H) license is required.
• Experience: 3-4 years of relevant experience in brokerage and benefits management is ideal.
• Technical Skills: Familiarity with Benefits Pointe and willingness to transition to EPIC system.
• Work Environment: Ability to work in a hybrid schedule (partially remote, partially in-office).
• Client Focus: Strong interpersonal and communication skills to effectively interact with clients and carriers.

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