Employee Benefits Account Executive
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Responsibilities
- Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including specific business plan for growth
- Spend approximately 50 to 60% of the time outside with customers and new business opportunities
- Provide customer relations with all levels of client's decision-makers as well as the day-to-day technical client representatives
- Follow-up to address customer needs and resolve any problems or issues
- Develop and oversee customer service plans for each client and understand the needs of the customer
- Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer's requests/requirements
- Negotiate with company underwriters
- Schedule and or conduct open enrollment meetings as well as any other group events such as Health Fairs
- Correspond with markets and clients, accompanying producers or going alone on customer visits, as necessary
- Remain current on industry trends and information, new product development, legislation, coverage and technology
Requirements
- Four years of insurance experience
- Proficient with MS Office Suite
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Company Intel
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