Benefits Account Manager / Account Executive
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Job Location:
Spokane, WA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Benefits Account Manager / Account Executive
Our client operates in the realm of Employee Benefits Commercial & Personal Lines of Insurance offering an impressive portfolio which includes Employer Paid Medical Dental Vision Life Insurance and 401k Benefits. They are currently seeking a seasoned Benefits Account Manager or an Account Executive to join their company.
Responsibilities
- Manage a book of business that consists mostly of Level & Self Funded groups with some large Fully Funded groups.
- Set pre-renewal meetings facilitate policy review consult with clients on plan changes negotiate with carriers provide quotes & estimates to new and renewing business bind coverages and conduct open enrollments.
- Act as the primary point of contact for clients internal teams and carriers.
- Conduct in-person and virtual meetings confidently including client meetings and open enrollment meetings.
- Handle a blended in-office and remote role if near office. If covering Idaho and Montana the role is fully remote.
- Perform as a service only role with no selling required. However if comfortable with writing business the potential to be considered as an Account Executive is available.
Qualifications
- Minimum of 3 years of experience in an independent agency as a Benefits Account Manager.
- Proven ability to set pre-renewal meetings facilitate policy review consult with clients on plan changes negotiate with carriers provide quotes & estimates to new and renewing business bind coverages and conduct open enrollments.
- Experience with Fully Level and Self-Insured plans is preferred.
- Comfortable in a client facing internal and carrier facing role.
- Confidence in conducting virtual and in-person client meetings.
- Comfortable in a service-only role with no selling required. Openness to write business is a plus.
Compensation is competitive and dependent on experience. This includes an attractive employer-paid Medical Dental Vision 401k & PTO package. Consideration for relocation is available.
Our client is highly motivated to hire. All qualified applicants are encouraged to apply for this exciting opportunity. To apply please send your resume to or call 425.968.9000.
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
