Employee Benefits Account Executive

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    "jobShift": "Day",
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    "description": "<p><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u><strong>Job Summary</strong></u></span></span></p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">The Employee Benefits Account Executive is responsible for maintaining and servicing an established book of business, providing excellent customer service, and ensuring retention of existing clients, while seeking the addition of new lines of coverage to that business.</span></span></p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><u><strong>Job Functions</strong></u>&nbsp;</span></span></p>\r\n\r\n<ul>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Market, service, develop, and retain assigned accounts</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Keep producer informed of the status of the book of business and any impending additions or losses</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Prepare surveys, obtain renewal information, complete applications, obtain markets, deliver policies, and resolve service problems</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer.&nbsp; Seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Negotiate with the insurance companies for the most proper coverage options and a competitive price</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Assist the Producer in preparing/making presentations of insurance programs to key accounts/prospects</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Maintain client files on the computer system</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Refer current and prospective clients to the Commercial P&amp;C and Personal Lines Departments for solicitation of those lines of business</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Participate in seminars and other training to maintain required licenses and for knowledge and skill development</span></span></span></li>\r\n\t<li class=\"MsoBodyText\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Respond to phone calls from clients and companies.&nbsp; Handle difficult customer or claims situations.&nbsp; Keep producers informed of important activities on their accounts.&nbsp;&nbsp; Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.&nbsp; Determine reasons for requests for cancellations, act to save the account, and notify producers according to agency guidelines.&nbsp;</span></span></li>\r\n\t<li class=\"MsoBodyText\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Make sure all proposals and submissions, including applications, are complete, accurate, and meet company requirements</span></span></li>\r\n\t<li class=\"MsoBodyText\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Maintain contact with clients as necessary, including calling on customers (i.e. Enrollment meetings)</span></span></li>\r\n\t<li class=\"MsoBodyText\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs</span></span></li>\r\n</ul>\r\n\r\n<p class=\"MsoBodyText\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><u><strong>Additional Responsibilities&nbsp;</strong></u></span></span></p>\r\n\r\n<p style=\"margin-bottom:11px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"line-height:115%;\">This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the&nbsp;performance of the tasks and functions listed in this job description.</span></span></span></p>\r\n\r\n<p style=\"margin-bottom:11px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"line-height:115%;\">Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.</span></span></span></p>\r\n",
    "jobCategory": "Employee Benefits Support",
    "salaryRange": "$80,000.00 - $110,000.00 Salary",
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Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.\\r\\nQualificationsJob Requirements&nbsp;\\r\\n\\r\\n\\r\\n\\t7 - 9 Years of previous life/benefits experience preferred\\r\\n\\tState-issued life and health insurance license, or the ability to quickly obtain one\\r\\n\\tBachelor&rsquo;s degree preferred\\r\\n\\tApplicable professional insurance designations preferred\\r\\n\\r\\n\\r\\nKnowledge, Skills, and Abilities&nbsp;\\r\\n\\r\\n\\r\\n\\tThorough knowledge of insurance markets\\r\\n\\tAbility to travel both locally and overnight, as needed\\r\\n\\tExcellent presentation skills, with the ability to manage and influence others\\r\\n\\tStrong PC skills with the ability to effectively utilize Agency management systems\\r\\n\\tThorough understanding of financial services underwriting and coverages, and be able to interpret abstract information\\r\\n\\tAbility to work within a fast-paced, changing-priority environment\\r\\n\\tSelf-motivated, with the initiative to prioritize and be self-directed&nbsp;\\r\\n\\tRegular and punctual attendance is required\\r\\n\\tAbility to communicate effectively, both verbally and in writing\\r\\n\\tExcellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels\\r\\n\\tAbility to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency\\r\\n\\tAbility to successfully adhere to company policies and procedures, as well as maintain strict confidentiality\\r\\n\\r\\n\\r\\nWorking Conditions&nbsp;\\r\\n\\r\\n\\r\\n\\tFast-paced, multi-tasking, office environment with periodic high disruption and changing priorities\\r\\n\\tAbility to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently\\r\\n\\tAbility to lift up to 20 pounds occasionally\\r\\n\\tRequires operation of a computer workstation, including keyboard and video display&nbsp;\\r\\n\\tAll requirements may be modified to reasonably accommodate physical or mental impairment\\r\\n\\r\\n\",\"responsibilities\":\"Job Summary\\r\\n\\r\\nThe Employee Benefits Account Executive is responsible for maintaining and servicing an established book of business, providing excellent customer service, and ensuring retention of existing clients, while seeking the addition of new lines of coverage to that business.\\r\\n\\r\\nJob Functions&nbsp;\\r\\n\\r\\n\\r\\n\\tMarket, service, develop, and retain assigned accounts\\r\\n\\tKeep producer informed of the status of the book of business and any impending additions or losses\\r\\n\\tPrepare surveys, obtain renewal information, complete applications, obtain markets, deliver policies, and resolve service problems\\r\\n\\tRetain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer.&nbsp; Seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed\\r\\n\\tNegotiate with the insurance companies for the most proper coverage options and a competitive price\\r\\n\\tAssist the Producer in preparing/making presentations of insurance programs to key accounts/prospects\\r\\n\\tMaintain client files on the computer system\\r\\n\\tReview all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions\\r\\n\\tRefer current and prospective clients to the Commercial P&amp;C and Personal Lines Departments for solicitation of those lines of business\\r\\n\\tParticipate in seminars and other training to maintain required licenses and for knowledge and skill development\\r\\n\\tRespond to phone calls from clients and companies.&nbsp; Handle difficult customer or claims situations.&nbsp; Keep producers informed of important activities on their accounts.&nbsp;&nbsp; Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.&nbsp; Determine reasons for requests for cancellations, act to save the account, and notify producers according to agency guidelines.&nbsp;\\r\\n\\tMake sure all proposals and submissions, including applications, are complete, accurate, and meet company requirements\\r\\n\\tMaintain contact with clients as necessary, including calling on customers (i.e. Enrollment meetings)\\r\\n\\tInform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs\\r\\n\\r\\n\\r\\nAdditional Responsibilities&nbsp;\\r\\n\\r\\nThis job description is intended to describe the level of work required of the person performing the position. 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    "qualifications": "<p><span style=\"font-size:16px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u><strong>Job Requirements&nbsp;</strong></u></span></span></p>\r\n\r\n<ul>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">7 - 9 Years of previous life/benefits experience preferred</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">State-issued life and health insurance license, or the ability to quickly obtain one</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Bachelor&rsquo;s degree preferred</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Applicable professional insurance designations preferred</span></span></li>\r\n</ul>\r\n\r\n<p style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><u><strong>Knowledge, Skills, and Abilities&nbsp;</strong></u></span></span></p>\r\n\r\n<ul>\r\n\t<li class=\"MsoBodyText\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Thorough knowledge of insurance markets</span></span></li>\r\n\t<li class=\"MsoBodyText\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to travel both locally and overnight, as needed</span></span></li>\r\n\t<li class=\"MsoBodyText\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Excellent presentation skills, with the ability to manage and influence others</span></span></li>\r\n\t<li class=\"MsoBodyText\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Strong PC skills with the ability to effectively utilize Agency management systems</span></span></li>\r\n\t<li class=\"MsoBodyText\" style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Thorough understanding of financial services underwriting and coverages, and be able to interpret abstract information</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Ability to work within a fast-paced, changing-priority environment</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Self-motivated, with the initiative to prioritize and be self-directed&nbsp;</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Regular and punctual attendance is required</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to communicate effectively, both verbally and in writing</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency</span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\">Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality</span></span></li>\r\n</ul>\r\n\r\n<p style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><u><strong>Working Conditions&nbsp;</strong></u></span></span></p>\r\n\r\n<ul>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Ability to lift up to 20 pounds occasionally</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\">Requires operation of a computer workstation, including keyboard and video display&nbsp;</span></span></span></li>\r\n\t<li style=\"margin-left:8px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"font-size:16px;\"><span style=\"vertical-align:baseline;\"><i>All requirements may be modified to reasonably accommodate physical or mental impairment</i></span></span></span></li>\r\n</ul>\r\n",
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