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Account Executive- Employee Benefits

Expired Job

Harrison Gray Search & Consulting McLean , VA 22101

Posted 3 months ago

Our client is a privately-held insurance agency headquartered in the heart of Tyson's Corner. As an all-lines insurance broker, they have been serving domestic and international communities with success since 1970. This is a really great company, with a really fun, energetic culture!
They offer a wide range of insurance products and risk management services, including:
Embassies & Diplomatic Missions, Commercial, Life and Disability, Employee Benefits and Private Clients.

Account Executives are responsible for fully managing small to midsize personal accounts while administering the daily client service request and relations.


7+ years in employee benefits account management

Bachelors Degree

Life & Health Insurance license required

Experience with fully insured and self-funding arrangements

Experience with compliance, benchmarking, industry trends

Self-motivated with the ability to provide leadership, work effectively as part of a team or on

individually-assigned tasks

The ability to work in a fast-paced environment where time-management and prioritization skills are essential

Ability to perform variable, complex tasks independently

Excellent working knowledge of Microsoft Word, Excel, PowerPoint

Excellent and refined verbal, written and communication skills

Excellent live presentation and interpersonal skills

Be competent and have a confident and positive attitude

Capacity to multi-task and focus on completing tasks in a timely manner

Ability to travel locally and nationally as needed


Manage a large group book of business for both local and national accounts with various funding structures

Provide leadership and ensure excellent client service for assigned large group clients

Develop and enhance relationships with clients by understanding their goals and initiatives

Lead in-person client meetings to provide strategic guidance and analyze financial performance data

Provide clear and concise communication to client leadership and internal producer regarding expectations and deliverables

Strategize and set attainable goals based on clients budget, company culture and mission

Provide guidance and support to account management during the creation of carrier Requests for Proposal, vendor selection, RFP analysis, and preparation of client communications

Advise on carrier selection, alternate funding, plan and contribution strategies to obtain client goals

Responsible for timely execution of the monthly and yearly service & renewal calendars

Generates new business opportunities through cross-selling

Consults frequently with clients to review claims analytics and utilization trends

Ongoing communication with carriers to ensure predictable renewal results

Negotiates carrier, vendor and third-party policy terms and costs

Assist Producer and other department staff in closing new business opportunities

Assists in the establishment and attainment of revenue goals for existing and new business

Assist in the development and implementation of account management & service policies and procedures

Develops and maintains dependable working partnerships with carriers, vendors and centers of influence

Oversees escalated issue-resolution between client, carrier, vendor and other third-party relationships

Collaborates with Practice Leader and AVP on new business growth and retention goals

Thorough understanding and utilization of agency management system (EPIC)

Review and maintain all new business and renewal report activities in EPIC

Educate, train and mentor account management & service team on concepts, techniques, and programs to help develop and enhance exposure and growth

Proficient in current industry trends, product development and government regulations

Educate, advise and be a technical expert on compliance-related topics: COBRA, ERISA, HIPAA, FMLA, ACA, 5500

Extensive experience reviewing and understanding industry benchmark reporting and analysis

Knowledge of current marketing campaigns and trends

Maintain high retention of existing clients and client satisfaction

Attend internal and external industry-related educational meetings and programs

Performs other responsibilities and duties as needed

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Account Executive- Employee Benefits

Expired Job

Harrison Gray Search & Consulting