Commercial Sr. Account Executive

Senior Benefits Account Executive

Primary Contact with the Producer

• Act as a main point of contact with the Producer
• Function as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance program
• Maintain positive client relationship and have the ability to analyze situations, make proactive decisions and manage the follow-through.
• Demonstrate a strong consultative ability to instruct and direct the client
• Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, Call Center, Benefits Admin, wellness and iCAF and any team member not specifically identified, as per Benefits Timeline.
• Inform Producer of upcoming deadlines and events.
• Maintain R : Drive / client files as per Department Guidelines.
• Manage "workflows" and administration as per Benefits Timeline.
• Manage and monitor administration of client benefit programs.
• Research and answer questions regarding client benefit plans, claims billings, etc.
• Manage and / or Deliver Wellness Presentations so that client understands full scope of MMA vendor capabilities.
• Demonstrate proactive work style and does not have to be asked or reminded of tasks. Demonstrates a leadership role in all aspects of job performance both within the office as well as with clients
• Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead or Producer), informing and updating the Producer, as needed.
• In absence of more senior team members, provide direction and guidance to other team members when appropriate.

Primary Contact with the Market Place

Primary Contact with the Client

Check the Insurance Contract & Compliance

Teamwork

Requirements :