Employee Benefits Account Executive - Birmingham
Job Details
Birmingham, AL - Birmingham, AL
  • Ability to present (or lead in Risk Consultant’s absence) with renewal meetings to present results to established HR level client contacts
  • Responsible for editing draft of Stewardship reports for clients with revenue size of $20,000 and greater 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
  • File large claims for stop loss reimbursement
  • Assist invalidated producers 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 Risk 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
  • Bachelor’s Degree or equivalent work experience in group benefits
  • Alabama Life & Health Agent license required
  • Minimum of 7 years of experience in a benefits administration role preferred
  • Excellent communication skills, both verbal and written
  • Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher)
  • Professional in appearance and business conduct with strong customer service