Account Executive (Redwood City)

  • Address:Redwood City, CA 94061 (map)
  • Date Posted:08/26/16
  • Job Type:Full-time
  • Description:
  • Job Overview:  We are seeking an Account Executive with experience in employee benefits consulting to join our team.  The ideal candidate will have a minimum of 3 years experience at an employee benefits brokerage firm providing marketing analysis, managing client relationships, project management, and handling complex problem resolutions.   Major Responsibilities:  Serve as the primary technical advisor to clients on all group insurance issues. Interface effectively and confidently with senior management of clients and/or prospects, representing i2i in the highest professional manner.Oversee renewal and marketing efforts and take a lead role in carrier selection and/or financial negotiations. Oversee/approve all vendor, plan design, and financial recommendations. Prepare implementation schedule.Develop employee memorandum drafts for client to communicate plan renewal, enrollment procedures, and benefit changes/clarifications.Review and sign-off on all agreements and/or documents.Schedule and lead all client meetings and attend enrollment meetings as necessary.Identify problems, summarized and develop strategic solutions.Research compliance requirements and communicate to clients Qualifications: Bachelor's degree in a Business-related field or equivalent experience in the insurance industry required.Working knowledge of different financial arrangements and products available to clients, as well as federal and state legislation and legal issues related to the insurance industry.Strong knowledge of underwriting, financing, and funding approaches.Ability to compile, analyze, and interpret financial information and data to facilitate decision making.Must have the ability to prepare and present client presentations with clarity and understanding.Must have strong internal and external customer service skills, along with the ability to develop sound client relationships with multiple clients at the highest level of client organizations.Must have strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to Organizational and time management skills to prioritize workload and meet deadlines required.Must be results oriented with the ability to change priorities as needed.
Ad ID: 45769862
  • Posted by: Ad Partner | View all ads
  • Profile: Active since 08/2016
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