jabenefits

jabenefits

Account Executive

Bedford, Indiana

Sponsorship not specifiedDetected 20 days ago
ComplianceCRMSalesAccount ManagementFinancial AnalysisHIPAACommunicationCollaboration

About the role

  • This role is responsible, accountable, inclusive, and understands individual daily actions make an impact on overall success.
  • This role routinely uses standard office equipment such as computers, mobile devices - phones/tablets, photocopier, scanners, etc.
  • Duties, responsibilities and activities may change at any time with or without notice.

Responsibilities

  • Oversee day-to-day account management while ensuring support items are managed appropriately and proactively to meet client needs
  • Collaborate with internal team members to deliver an exceptional client experience
  • Schedule and lead strategic collaboration meetings with key team members for each client relationship; delegating actionable items when appropriate

Requirements

  • Bachelor's degree in business-related field
  • Must have a high level of organization, emphasis on multi-tasking, and ability to manage multiple projects on a simultaneous basis
  • Must have high degree of respect for confidentiality
  • Ability to run and/or participate in an effective meeting, using listening, reasoning and articulate communication skills
  • At least 8 years of proven work experience in employer group benefit consulting or account management responsibilities in the insurance industry which includes specific experience with self-insured group health plans and compliance advising/consulting.
  • A self-starter with initiative and strong customer/client orientation; ability to facilitate discussions to resolve issues, obtain consensus, and drive to conclusion
  • Knowledge of and familiarity with current Health, Life, Dental, Vision, Long Term Disability (LTD), Short Term Disability (STD) and additional ancillary products
  • Knowledge of and familiarity with federal and state benefit regulations
  • Ability to earn and maintain client trust along with excellent relationship management skills
  • Ability to work collaboratively and effectively as part of a team
  • Must hold (or is actively pursuing) professional designation and must hold State insurance license
  • This job operates in a professional office environment.

Compensation

  • Policy renewal timelines
  • Creation of clear and accurate financial analysis spreadsheets
  • Track and effectively document workflow via CRM activities and case management
  • Stay current on industry standards, trends, and products
  • Build and maintain carrier relationships with a high understanding of current product portfolios
  • Act as a liaison for the client/carrier relationship

Benefits

  • JA Benefits, LLC is an
  • As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals.
  • The benefit package includes health, dental and vision coverage, employer-paid short-term and long-term disability, and basic life insurance as well as 401(k) with match.
  • Communicate challenges to Benefit Consultant as needed
  • Quoting benefit options with carriers

Equal opportunity

  • equal opportunity employer.
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This listing is sourced directly from jabenefits's careers page and normalized into a canonical job model.