Risk Management Account Advisors and Account Specialists aide Client Executives and our valued clients in servicing of commercial accounts including marketing and insurance program design, technical knowledge, expertise, support, and daily service needs. If you are a proactive individual driven to be accurate who thrives in detail and excels in insurance knowledge, either of these roles could be for you.

Key characteristics of Account Advisors and Account Specialists include:

• Strong ability to troubleshoot and problem solve.
• Capable of setting priorities, working in a fast-paced environment, and coordinating with a team to achieve goals.
• Remain educated and informed on ever-changing industry information, new product information, legislation, coverages, and technology.
• Efficient and effective communicator with clients, co-workers, and other business contacts.

If you are happiest showcasing your expertise, click here to start the process.

Account Advisors and Account Specialists perform the essential functions of the position, which include aiding Client Executives with service support needs for assigned accounts. Specific service, marketing and technology responsibilities are learned in this position. May be assigned special projects as needed from time to time.

Key characteristics of the Account Advisor and Account Specialist, Employee Benefits include:

• Prepare Request for Proposals (RFPs) which may include direct communication with client administrators, as needed, to obtain necessary information for group submissions.
• Submit and track RFPs, which includes direct communication with carrier representatives
• Perform quoting in carrier quoting modules
• Prepare quote comparisons in Sentinel format
• Build and maintain Benefit Point application with essential account information pertaining to client policy information within the Benefit Point application.
• Complete administrative data entry for financial reports and other back-office functions (i.e. Commissions).
• Build and support benefit enrollment initiatives through Employee Navigator
• Manage submission of open enrollment change census(es) to carrier on client’s behalf and ensure carrier has processed changes
• Manage manual carrier enrollment changes once submitted through Employee Navigator throughout the client’s plan year
• Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts
• Keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
• Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.

If you are a proactive individual who is driven to be accurate and thrives in detail, click here to start the process.

Client Executives are responsible for developing new and existing business relationships. If you are a proactive, confident self-starter that thrives in competitive situations and positively influences others through poised, charismatic communication, this role is for you. Client Executives are dynamic multitaskers with the ability to focus on several tasks at once and work comfortably in a fast-paced environment.

Key characteristics of a Client Executive include:

• Prior experience in a client-facing environment that provided exposure to “C” level decision makers.
• An engaged, autonomous personality with a drive to succeed in a team-based environment.
• Desire to convey an acute value proposition and vision.
• Adept at building rapport and maintaining relationships.

If you are interested in blazing new trails, click here to start the process.

An Account Executive is  responsible for assistance in prospecting and retaining significant accounts. Primarily responsible for managing the client’s overall service needs by aiding Client Executives

Key characteristics of an Account Executive include:

• Train, mentor, and further develop Client Executives
• Manage and participate in client meetings such as a Stewardship or Pre-Renewal presentations.
• Manage underwriting and carrier relationships
• Manage/direct account marketing, generally utilizing established markets but may be responsible for providing additional market options
• Research market trends, develop strategies, and negotiate with carriers
• Advise on the sufficiency of coverage and make specific program recommendations
• Provide technical support to Client Executives, specifically in analyzing client needs, coverage forms, and quotations

If you are interested, click here to start the process.