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Employee Benefits Account Executive/Team Lead

CHICAGO-60606, IL, US
07/02/2019

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Required Skills

PowerPoint , Microsoft Office products

Company

Infinity Consulting Solutions, Inc

Experience

6 to 8 Year(s)

Job Description

Position Overview:

The Employee Benefits Account Executive / Team Lead executes projects that maintain and build on an excellent client experience, including billing assistance, claims assistance, renewal processing, compliance and a broad range of benefits administrative projects.
The ideal candidate is highly organized, able to self-manage projects, and capable of managing a team of professionals to drive a consistent, unmatched client experience.

Primary Job Responsibilities:

Builds and maintains client relationships while meeting specified client retention goals

Works closely with Business Development team to onboard new clients, administer carrier/vendor paperwork in a timely fashion, and execute projects according to client workflows

Coordinates and directs assigned client activities within client services team

Executes solid analysis, delivering creative and practical solutions for clients

Demonstrates strong understanding of the clients’ business and strategic priorities

Develops and executes the renewal and/or marketing strategy in accordance with client instructions

Leads and coordinates the evaluation of marketing results; develops and presents recommendations to client

Proactively assesses, clarifies, and validates client needs on an ongoing basis

Serves as client’s valued advisor, building a strategic, and personal relationship with key client decision makers

Negotiates client renewals with carriers based on client needs

Educates clients on applicable legislation and market trends

Closely monitors clients and provides innovative industry solutions in line with clients’ business needs and goals

Ensures compliance with all regulatory guidelines

Actively engages with colleagues to continuously strive to improve processes, create efficiencies, and reduce costs

Cooperatively takes on other duties, roles or responsibilities, as assigned

Team members enjoy benefits like:

Health, dental, and vision insurance

Company-provided life insurance

Short-term and long-term disability insurance

401(k) with company match

Exceptional opportunities for career growth

Casual dress

Generous PTO package

Requirements:

Bachelor’s Degree

6+ years’ experience managing multiple client relationships of increasing complexity in the benefits industry

Maintains current life, accident, and health insurance licenses

Technical knowledge related to the benefits industry including contract provisions, renewal process, plan details, claims

Identifies complex problems and reviews related information to develop and evaluate options and implement solutions

Computer proficiency with all Microsoft Office products, especially PowerPoint and Excel

Able to quickly learn CRM systems

Willing to creatively engage with new customer-facing and internal technologies

Demonstrates a high level of professional, verbal and written communication skills

Flexible and adaptable

Excellent prioritization and time management skills