Employee Benefits Account Management Executive

Position Title: Employee Benefits Account Management Executive

Position Summary: The Employee Benefits Account Management Executive will manage key relationships within our Major Accounts Division, interact with existing & potential clients on a day-to-day basis, develop & implement high level employee benefits strategies and provide targeted service to our most complex clients

Job Responsibilities:

· Provide high level strategic direction to our most complex clients including but not limited to contribution strategy, employee engagement, benefits education, underwriting, employee retention, pharmacy benefit management, plan design, etc.

· Act as client-facing lead for day-to-day client needs, issue resolution, vendor partner management and meeting scheduling. Works in partnership with VP, Major Accounts on delivering on elevated needs, issues and negotiation.

· Will work within a client-specific team to serve all clients need. Successful AE will bring confidence, experience, and recommendations to the team on how best to serve existing and emerging clients needs.

· Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence

· Assess client needs and provide advice on appropriate coverage levels and products.

· Assist client with documentation requirements, including review and consultation with client’s staff and legal counsel when appropriate.

· Respond to telephone calls and correspondence from existing or potential customers in a timely manner

· Provide additional product offerings to existing customers in order to increase sales opportunities and meet customer needs.

· Respond to customer complaints and resolve matters in a satisfactory manner.

· Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.

· Keep up to date on all products and services offered by the agency.

· Attend industry training programs as necessary.

Qualifications:

Education – Bachelor’s Degree or equivalent experience.

Required Job Skills

· 10 years of experience, with a minimum of 5 years in a client-facing leadership role

· Demonstrated expertise in working with large, complex, strategic clients

· Ability to work in face-paced, collaborative team structure

· Experience in building, fostering and advancing relationships with primary client contacts

· Flexibility to be present, on-site and in-person, at client meetings in New England

· Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint) and understanding of social media platforms.

· Efficient and creative in preparing materials to presented to clients

· Proven experience managing complex employee benefits clients.

· Strong customer service skills and communication skills (both verbal and written).

· Valid driver's license and reliable vehicle.

· Life & Health Producer license. Consulting license preferred.

Compensation: The base salary range for this role is $140,000–$150,000 annually..  Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more