Employee Benefits- Insurance Account Executive - Independent Insurance Broker- Waukesha CountyArea - Waukesha, WI

Employee Benefits- Insurance Account Executive - Independent Insurance Broker- Waukesha CountyArea - Waukesha, WI -

As an Account Supervisor or Account Executive, you’ll be a part of our group of execs who handle, serve and advise our shoppers relating to worker profit choices (self funded). Assist business shoppers with 100+lives/staff discover the best worth for his or her advantages greenback, assist staff respect that worth and present employers how one can handle their plans.
Whereas working intently with the Gross sales Producer (this position does some sales), the Profit Consultants and Buyer Service Representatives, you’ll present day-to-day execution of shopper profit methods. Their strategy treats danger management and insurance packages as a 365 day a yr course of, not only a annually occasion. They associate with shoppers in lots of industries and along with skilled professionals who’re educated in a number of area of interest courses of enterprise. We attempt for creating safe shoppers that profit from an extended-time period relationship. Our Shopper makes use of solely premier insurance carriers and repair suppliers, employs probably the most expert and devoted professionals and, above all, holds the most effective pursuits of our shoppers in all the things that they do.
What Makes this a Nice Alternative:
· Our Shopper is the ninth largest unbiased, self-funded insurance brokerage in WI.
· Our Shopper supplies custom-made, tailor-made coaching and studying alternatives for every affiliate.
· Variable compensation is on the market for each Account Managers and Account Executives

Important Duties:

· Proactively handle shoppers via renewals, cross-promoting and implementation of latest profit packages.
· Carry out quite a lot of relationship management actions to take care of shut contact with shoppers and deepen the relationships.
· Work together professionally and positively with shoppers for shopper conferences, fixing service and declare points, dealing with account administration, coordinating the RFP course of.
· Develop lengthy-time period methods, together with plan design, various plans, value evaluation, wellness initiatives and worker schooling and communication associated to worker profit plans.
· Work with insurance distributors and underwriters to acquire quotes, negotiate profit packages and charges and decide applicable carriers for shoppers.
· Advocate greatest profit plans for shoppers based mostly on plan evaluation and vendor negotiation.
· Conduct worker enrollment conferences, facilitate new protection and service implementation, reply profit questions for employers and/or staff and help employers with advantages compliance.

Performs different duties as assigned.

Journey Duties:
· Journey is important to shoppers inside the larger South East Wisconsin space.

Success Standards:
Your success can be measured based mostly on:
· Employee relations/morale- 360 suggestions
· Facilitation and direct contributions to shopper retention and progress

• Adaptability, angle and strategy to work


• Work ethic and dedication to job


• Potential to be buyer centric with a heighten sense of professionalism


• Communication expertise

Primary Qualifications:
· Bachelor’s diploma in enterprise associated area together with four-6 years of account management expertise in an company surroundings, or equal mixture of schooling and expertise.
· Lively Wisconsin Well being and Life Insurance License or capability to acquire one inside one yr.
· Proficient in areas of well being and welfare compliance (HIPAA, FMLA, COBRA, PPACA, and so on.)
· Robust expertise in MS Excel, with proficiency in constructing spreadsheets using formulation.
· MS Phrase, Outlook, and PowerPoint proficiency to supply efficient shows, correspondence, and digital communication.
· Analytical drawback solver with robust monetary and enterprise acumen to research complicated knowledge.
· Proactively provoke and comply with via with a number of tasks, with often altering priorities in a quick-paced surroundings.
· Outcomes pushed, self-directed, and adaptive with capacity to supply high quality work output.
· Relationship pushed, skilled communicator with excellent customer support oriented expertise.
· Process and element-oriented with excellent venture management and accuracy expertise.

Expertise Necessities:

• Expertise as an Account Supervisor


• Ardour for all times and advantages insurance administration


• Dedication to professionalism and ethics; respect for each worker


• Motivated by offering wonderful service to all


• Interpersonal expertise – means to interface simply with a various group of individuals


• Intuitive and artistic drawback solver with the power to evaluate people wants and alternative areas for progress and improvement


• Resourceful and versatile thinker


• Robust communication and listening expertise – credible persona


• Capability to take initiative and meet or exceed tight timelines, consideration to element essential


• Decisive character – Capacity to set priorities and take motion

Instructional Necessities:
· Bachelor’s diploma in Human Assets, Enterprise Administration or associated subject

Compensation:
· Full time salaried plus bonus potential

Advantages:

• Medical, Dental and Imaginative and prescient


• Paid day without work


• 401(okay)


• Versatile spending account


• Life / AD&D, Brief-Time period Incapacity & Lengthy-Time period Incapacity


• On-website, firm offered health facility

Job Sort: Full-time

Job Location:

• Waukesha, WI

Required schooling:

• Bachelor’s

Required expertise:

• 16-100+ worker advantages expertise: 2 years


• 100+ worker advantages expertise: 1 yr


• Buyer/Enterprise interpersonal skills- potential to steer shopper conferences: 1 yr


• Employee advantages enrollment: three years


• Excel- robust consumer (capability to construct and make the most of formulation): three years


• Life/Well being/Employee Advantages plan/development evaluation: 2 years


• Self Funded expertise: three years


• Gross sales publicity: 1 yr

Required license or certification:

• Wisconsin Well being and Life Insurance License

CLICK HERE TO APPLY

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