Now Hiring - TCG Group Holdings, LLP - Employee Benefits Account Executive in Bethesda, MD

Full description of the position

Employee Benefits Account Executive (Bethesda, MD)

Our growing insurance brokerage has an opportunity for a detail-oriented team member with a minimum 5+ years large group and health account management experience within brokerage industry required. The applicant should display a positive and proactive attitude, strong organizational skills, exemplary customer service skills, and the ability to prioritize and multitask, and be well-spoken.

EDUCATION/LICENSURE REQUIREMENTS

Life and Health Insurance

REQUIRED SKILLS/COMPETENCIES

• Deliver recommendations on new benefit offerings and communication strategies to existing clients and employees as needed, or accompany producer in making presentations
• Control and coordinate the implementation process of new business and renewals, including group meetings, enrollment, submission, and deliver of administrative materials
• Manage the renewal marketing process, coordinating with producer to develop proposals and recommendations
• Strong knowledge of Employee Benefits practices and ability to manage multiple concurrent projects with shifting priorities
• 5yrs+ mid to large group and health account management within brokerage industry required
• Ability to communicate complex rules to clients and employees to achieve understanding and facilitate decision making
• Comprehensive knowledge and training on the requirements of Health Care Reform
• Proficient in both fully funded and alternative funded (self-funded) programs
• Assist with obtaining reports and meet with clients regarding fully insured and self-funded claim reports, monthly or quarterly, as necessary
• Competent with the various calculators and tools designed for health care reform compliance decision assistance
• Ensure clients are up-to-date on compliance requirements (e.g. ERISA, HIPAA, COBRA, FMLA, SPDs, Form 5500s) through meetings, webinars, and other resources
• Maintain relationships with carrier representatives, staying abreast of new products, carrier procedural changes and market trends
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients, as opportunities occur
• Prepare, with assistance of producer and EB agency staff, Stewardship Report for appropriate clients, annually
• Liaise between client and carrier and between client and EB agency staff on escalated service issues and problem solving, assuring clients their concerns remain active until verifiably complete and confirmed
• Proactively perform regularly scheduled courtesy service calls to assigned accounts
• Facilitate, ” lunch ‘n learns” and participate in group meetings, industry seminars, and training programs
• 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, specifically log activities to document client meetings, carrier follow up, service issues, establish follow-up date and daily manage follow-up in CRM system
• Understand how L & H staff use the CRM system to look for information to assist clients
• Build and maintain relationships with key client contacts
• Outstanding verbal, written, organizational and analytical skills
• Ability to work independently and as part of a team
• Maryland Health Insurance License
• Power user of 2010 Microsoft Office products (Word, Excel, Outlook) Familiarity with CRM database such as Applied Systems, Epic, Tam or equivalent

INTERESTED?

Email a cover letter and your qualifications telling us why you are the best person for this position. NO recruiters. NO phone calls.

• Job Type : Exempt, full-time salaried position (non-manager)
• Required : Life & Health license
• Required: 5+ years large group and health account management experience within brokerage industry required.
• Perks : 100% employer-paid health insurance, parking, and fitness center

Job Type: Full-time

Pay: $85,000.00 - $95,000.00 per year

Experience:

• Account Management: 5 years (Required)
• open enrollments: 5 years (Required)
• Employee Benefits: 5 years (Required)
• Insurance: 5 years (Required)

Education:

• Bachelor's (Required)

Location:

• Bethesda, MD 20817 (Required)

License:

• Life and Health Insurance (Required)