Position: Account Executive – Benefits/Commercial Lines
Location: Washington, D.C.
Reports to: Chief Revenue Officer

Role Description

We are seeking a motivated, detail-oriented, highly collaborative individual to join our fast-growing innovative team as an account executive. This role will work closely with the sales and operations team to manage existing and new business accounts. The role will work with accounts across the full spectrum of risk, with a focus on employee benefits. Knowledge of the insurance brokerage industry, as well as account management experience are required. We are seeking candidates who display a positive and proactive attitude, as well as strong organizational skills, exemplary customer service skills, including the ability to prioritize and multitask.

Key Responsibilities

  • Ability to clearly explain complex strategies, compliance and policy benefits to individuals, C-suite executives and business owners.
  • Accountable for managing account relationships, prioritizing meeting deadlines and following-through on all client related matters.
  • Support business development and sales efforts for new and existing clients, including account rounding, new customer acquisition and quote management.
  • Run open enrollment meetings at client locations as well as via webex.
  • Provide support for troubleshooting client service-related matters (e.g. service, claims, etc…).
  • Manage the renewal marketing process, as well as lead the proposal development in coordination with the operations team.
  • Strong knowledge of Employee Benefits practices and ability to manage multiple concurrent projects with shifting priorities.
  • Maintain relationships with carrier representatives, staying abreast of new products, carrier procedural changes and market trends.
  • Liaise between client and carrier on escalated service/claims issues.
  • Proactively perform regularly scheduled courtesy service calls and meetings to assigned key accounts.
  • Facilitate information sharing and participate in group meetings, industry seminars, and training programs to ensure clients are knowledgeable on all areas of their benefits.
  • Present and assist clients to implement wellness solutions, as necessary.
  • Provide administrative support on other tasks as they arise, such as assigned special projects, development of new ideas/services and other projects, as requested.
  • Become proficient in company’s CRM database, and mange activities log i.e. – service issues, follow-ups, etc.

Position Requirements and Skills

  • Knowledgeable of employee benefits, group health plans, and administration systems.
  • Minimum 2 years in account management, professional services, or customer service roles.
  • Minimum 2 years employee benefits servicing and plan design experience.
  • Current L&H license required.
  • P&C insurance license preferred but not required.
  • Bachelor’s degree or higher.
  • Possess current insights on industry legislative, tax, and market updates.
  • Must be a professional, proactive, service-oriented individual capable of delivering consistent service standards.
  • Possess a high attention to detail.
  • Track record of excelling in highly demanding customer service environments is essential.
  • Outstanding verbal, written, organizational and analytical skills.
  • Well-versed in Microsoft Office products (Word, Excel, Outlook), as well as familiarity with CRM database such as Zoho, Applied Systems, Epic, Tam or equivalent.

Collaborative and Capacity Building Responsibilities

  • This position will have no employee management responsibilities.
  • Ensure that client service concerns, product enhancements and requirements are executed in a timely manner.
  • Foster service excellence and client feedback.
  • Engage colleagues, peers and company leadership as an active listener and contributor.
  • Work actively with company divisions on the operational realities of customer service management.
  • Thrive in an intensely collaborative, entrepreneurial environment.
  • Ability to work independently and as part of a team.

Professional Qualifications

  • 2 years+ related experience in account management and/or account executive role.
  • 2 years+ experience working with group health, life, and disability plans.
  • Life and Health insurance license.
  • P&C insurance license preferred but not required.
  • Bachelor’s degree or higher.
  • Excellent proficiency in Microsoft Office suite of software, particularly Excel and PowerPoint.

Company Benefits Offerings

We offer a suite of benefits that help you safeguard your health, plan for your future and ensure the security of those you care about, including:

  • 100% employer paid health insurance, life, disability, dental, and vision insurance.
  • Fitness center.
  • Company provided cell phone.
  • Exceptional opportunities for career growth
  • Generous PTO package
  • Metro accessible office location: Farragut West Metro and Farragut North Metro.

To apply, please send a copy of your resume/CV to employment@riskcooperative.com, and include the position title in the subject line.

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