Account Executive- Employee Benefits

POSITION SUMMARY

The Account Executive is responsible for supporting Advisors in the sale of new business and the retention of renewal business for the agency on select accounts determined by premium size and/or complexity. Manage day-to-day client contact.

OBJECTIVES

· Develop and maintain relationships with clients and prospective clients

· Identify needs and risks of clients and prospects to determine proper services, products, and/or combinations that best serve their objectives

· Educate clients on current and proposed coverage and exclusions

· Oversee and coordinate new business exposure analysis, coverage program design and marketing submission; workflows leading to bound coverage; and implantation of service plan elements

· Provide proactive, personalized support to clients by marketing and placing renewals; negotiate with carriers on behalf of clients

· Manage client renewal expiration lists and avoid any lapse in coverage

· Process proposals, policies, endorsements and audits as needed

· Answer claim questions and provide support, where needed, throughout the claims process

· Foster strong relationship building between the client, carriers and support team

· Delegate work to support team members as appropriate for their specific position

· Attend and participate in internal meetings and complete required training

· Perform other related duties as assigned by management

COMPETENCIES

· Thorough understanding of life/health insurance law, guidelines, and practices

· Maintain current knowledge of insurance coverages and exposures and the insurance products and markets available to cover the exposures

· Ability to read and interpret documents such as policy forms and insurance contracts

· Solid verbal and written communication skills

· Excellent organizational skills and the ability to multitask

· Ability to work, collaborate, and communicate with individuals at varying levels across the organization

· Strong attention to detail and effective time management skills

· Strong computer operating skills and proficiency in Microsoft Office Suite, Zoom, and Benefit Point, Employee Navigator, Applied EPIC agency management system

EDUCATION & EXPERIENCE

• Bachelor’s degree preferred
• At least 7 years of Employee Benefits experience
• State Life/Health Insurance License

PHYISCAL REQUIREMENTS

The physical requirements are representative of those that must be met to successfully perform the essential functions of this job.

• Sit at a desk and use a computer for extended periods of time
• Lift and/or move up to 10 pounds and up to 25 pounds on occasion
• Regularly talk to communicate and hear to understand
• Use hands to reach and grasp and use fingers to feel and touch
• Ability to see with close vision and ability to adjust focus

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, The Mahoney Group recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.

Compensation is dependent upon experience.

Job Type: Full-time

Pay: $125,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 10 years
• 7 years
• 8 years
• 9 years

Schedule:

• 8 hour shift
• Monday to Friday

Travel requirement:

• Travel

Location:

• California (Required)

Work Location: Remote