Employee Benefits Account Executive

Requirements

• Maintain Montana Insurance Producer Health and Life license and renew appropriately with the Montana Commissioner of Securities and Insurance
• Attend HIPAA, ERISA, COBRA, ACA and other training and meetings to meet legislative requirements and compliance goals
• Attend carrier training on changes and new products
• Develop knowledge of underwriting principles and practices
• Develop knowledge of self-funded financial arrangements
• Continuing education by means of external opportunities such as professional materials, attend professional conferences, professional organizations
• Acts as an exceptionally effective and cooperative team member or demonstrating superior interactions within and outside the company and the client population served.
• Solutions-oriented individual with goals of building customer loyalty
• Ability to embrace and implement feedback to adopt new skills in a fast-paced environment
• CORE COMPETENCIES
• Adheres to Schedule- Reports promptly to work and meetings.
• Communication- Organizes communication; clarifies purpose and importance; follows a logical sequence; engages audience effectively; adjusts to audience effectiv

Benefits

Additional Information

At Leavitt Great West Insurance Services (LGWIS), we believe peace of mind comes from achieving your desired quality of life, reaching financial success, and preparing for life's uncertainties. We expect excellence by applying our best attitude, desire and effort to all we do. We deliver on promises and go the extra mile to meet and exceed expectations. We encourage a relentless commitment to education and development, innovative creativity and forward-looking collaboration to deliver cutting edge solutions to those we serve. We hire skilled, motivated and happy people who work together in an atmosphere of teamwork, loyalty and mutual respect. We want to win, but not at all costs. We build relationships and earn trust by never compromising our honesty or integrity for short- or long-term gain. Doing the right thing is always the right thing. POSITION SUMMARY Account management is highly important to LGWIS as this position is the key contact for LGWIS accounts. Our Account Executives enjoy working in a fun, progressive environment in which people are provided with strong direction and then empowered to complete their objectives. This position is responsible for calling on accounts, analyzing their business situation and selecting the products that best fit their needs. The Account Manager must also be available to answer any questions and technical issues and ensure complete satisfaction among all their accounts. This position requires strong presentation skills, communication, professional and pleasant phone skills, experience in Word, Excel, PowerPoint and use of technical equipment. ESSENTIAL DUTIES 5+ Years Industry Experience and/or experience in EB or related field preferred (but not required) Maintain book of business revenue $500k - $700k+ (large accounts) Travel in and out of town to client meetings - 20%-30% Overtime during peak renewal seasons - high Attend client conferences, renewal meetings, and other special meetings as needed Meet face-to-face clients on a regular basis Provide complete, thorough and timely resolution to account issues Pro-actively manage the renewal process working collaboratively with the client, carriers and vendors Conduct employee benefit presentations to provide effective education on benefit and rate changes Assist EB Sales Producers with new sales and carrier quoting Track all activities in the Agency Management System (AMS) Cross sell products across all lines of coverages SKILLS AND KNOWLEDGE Work independently with minimum direction, ability to prioritize work Meet or exceed required deadlines through effective time management Multi-tasking and excellent communication skills including oral and writing with a positive attitude Strong organizational and analytical skills Able to master Excel and PowerPoint presentations Energy, hustle, and appetite for growth and responsibility Detail oriented and self-motivated Maintain professional and supportive relationships with team members and Sales Producers Maintain strong, positive business relationships with current and prospective clients Work with other team members to develop good communication skills and meet account needs and goals satisfactorily Maintain continual awareness and make recommendations for potential areas and means of improvement to increase customer satisfaction and respect

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