Account Executive, Employee Benefits (Austin, Dallas or Houston, TX)

Job Summary: Responsible for managing a service team within the Employee Benefits Department and handling all day to day activities.

Duties & Responsibilities:

• Ability to present (or lead in Consultant’s absence) renewal meetings to present results to established client contacts
• Responsible for developing client Stewardship reports for clients based on established schedule
• Participate in client enrollment meetings and lead when necessary
• Understand complex financial analysis and claims data
• Broker RFP, New Business RFP and TPA Analysis
• Analysis of fully insured to self-insured funding
• File large claims for stop loss reimbursement
• Assist associate producers or less experienced service team members with training/development
• Participate in prospect presentation meetings
• Prepare renewal submissions for marketing; send and process complete electronic renewal submissions including loss data, contracts and supporting documents
• Analyze carrier quotes for accuracy and prepare spreadsheet of all quotes received
• Communicate with Consultant to determine appropriate insurance carrier recommendations; most competitive pricing and products
• Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
• Submit sold business to insurance market and oversee implementation process
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision

Qualifications:

• Bachelor’s Degree or equivalent work experience in group benefits
• Minimum of 5 years of experience working in an Agency role strongly preferred
• Life & Health Agent license required
• Excellent communication skills, both verbal and written
• Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word)
• Professional in appearance and business conduct
• Demonstrated experience providing excellent customer service to clients and other business contacts
• Experience managing direct reports with involvement in training, mentoring and coaching preferred
• Experience managing projects from inception to completion preferred

CAH Holdings, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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