Account Executive - IAS
Account Executive - IAS
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Job Description
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
- Collect review and prepare data necessary to prepare and issue RFPs to market for quotes on Life Disability and/or Leaves program(s) for multiple client accounts
- Distribute RFI/RFPs and coordinate vendor RFI/RFP responses
- Conduct qualitative and quantitative comparative analyses for Life Disability and Leave Administration Requests for Proposal
- Perform quality control and data validation checks on the various client data sets
- Integrate data from multiple data sets into relevant client reports
- Model economic outlook and apply financial metrics in case analyses in order to leverage data to support positioning
- Assist in the review of all agreements and/or documents related to client’s Life/Disability coverage and/or Leave Administration services including plan/policy documents and administrative agreements to ensure accuracy and prevent gaps in coverage
- Underwrites life and disability new business within authority limits including impaired risk assessing medical and financial risk and evaluating each requirement as received
- Analyze yearoveryear premium claim reserve and paid/incurred loss ratio data for life & disability insurance products
- Assess risk based on various information sources and provide recommendations based on analysis of industry demographics and plan designs
- Review specific benefit design elements that are outdated and have pricing impacts to current risk/pricing baseline
- Coordinate workflow with Senior Account Executive
- Prepare task lists reports and presentations as needed
- Develop and update tracking for project and client deliverables
- Continuous quality improvement on processes policies and reporting to improve efficiency and innovation
- Other responsibilities as required
EDUCATION EXPERIENCE AND SKILLS REQUIRED:
- Bachelor’s Degree required insurance or businessrelated field preferred
- Minimum of 4 years of experience in the insurance industry with a firm working knowledge of Life AD&D and Disability benefits with an understanding of risk and insurance concepts preferred
- Underwriting/pricing experience for life and disability group insurance benefits preferred
- Knowledge of and experience with integrated disability and absence management programs and practices a plus
- Strong customer service skills with a proven track record of delivering exceptional client service
- Demonstrated proficiency with Microsoft Office products (Excel PowerPoint Word Outlook) with advanced ability to manipulate large spreadsheets
- Understands data sources processes formulas and output
- Detailoriented with excellent organizational and time management skills with ability to manage changing priorities as needed
- Ability to perform work accurately and completely in a timely manner
- Excellent communication analytical and critical thinking skills with proven ability to interact with associates and vendors at all levels of responsibility
- Proven ability to manage multiple projects simultaneously and prioritize and scale in a fastpaced environment
- Legal right to work in the United States
Employment Type
Remote
Company Industry
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
