Job Details | Insurance Relief

Job Details

« Back to Search Employee Benefits Account Executive
Moraga, CA

Date Posted: May 15, 2018
Job Type: Direct Hire
Job ID: 301004

Job Description

We are looking for a self-starter to take on an Account Executive role in the Group Benefits Department for our insurance agency client. The Employee Benefits Account Executive is responsible for the sales of new and existing group benefit accounts as well as retention on the current book of business.


  • Achieve objectives established in annual producer sales and marketing plan
  • Participate in ongoing staff and sales meetings as directed
  • Maintain knowledge of employee benefit carrier products and services.
  • Prioritizes and manages work flow on desk, ensuring all processes are addressed per policies and procedures
  • With the assistance of the Marketing coordinator implement email and direct mail campaigns to support company branding and prospect appointment strategy
  • Support and utilize webinars and seminars by personally inviting prospects and customers to events
  • Be a spokesperson for the agency as well as a positive leader in the risk management industry. Promote agency and insurance industry in the community
  • Set up and provide open enrollment meetings at employers’ offices to groups and individuals as requested. Coordinate carrier/GA support as needed
  • Consistently cross sell existing customers, making sure that they have all lines of business that the agency can offer, such as all benefits, business, surety and personal lines coverage.  In addition, refer vendors, friends, family etc. to the various producers in each department
  • Prospect for new business from existing clients and identified niches. Contact prospects for the purpose of providing a quote and making sales appointments
  • Complete thorough discovery process with each prospect to determine where we can most effectively meet their needs through risk management and insurance programs.  Collect detailed risk and underwriting information and work with benefits team to complete company submissions and selection of potential markets
  • Develop and deliver formal proposals of insurance including details of coverage’s, limits, deductibles and other pertinent information
  • Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating desire to conduct business
  • Introduce service team to clients and request that service calls be directed to them and forward all service related calls to assigned service team member
  • Stay informed of all claims or service issues and become involved in resolution when required
  • Participate in renewals, when appropriate, by reviewing expiration list with service team to determine appropriate action and collection of information to prepare renewal submissions
  • Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc
  • Perform other specific duties and projects as assigned by agency management


  • Appropriate Life and Health Agents/Brokers License in good standing
  • Four- year degree from an accredited college or university or three years or more of successful business-to-business selling experience at one company
  • Ability to manage increased levels of responsibility
  • Minimum of 3 years insurance experience including strong knowledge of insurance terminology, concepts and coverage preferred
  • Familiar with Microsoft Office and Agency Management Systems; ability to use Internet and adapt to new software programs and changes in technology
  • Ability to set priorities and perform multiple tasks
  • Ability to solve practical problems; deal with concrete variables in situations; and to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
  • Ability to negotiate
  • Ability to adapt to a paperless environment
  • Ability to utilize social media marketing sources as well as traditional.