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IMA Financial Group
Dallas, TX, United States
What You Will Do Interact professionally and timely with clients via email, phone and in-person to maintain regular, professional contact to create and foster relationships with client representatives Responsibility for executing the Taft Hartley & Government division's strategic direction of solutions and tools Lead both long- and short-term st
Job Source: IMA Financial GroupLockton Companies
Plano, TX, United States
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent ser
Job Source: Lockton CompaniesUSI Holdings Corporation
Dallas, TX, United States
General Description: Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities. Major Responsibilities: Manage a complex book of business with various funding methods, advanced contract features and struc
Job Source: USI Holdings CorporationIMA Financial Group, Inc.
Dallas, TX, United States
What You'll Do Interact professionally and timely with clients via email, phone and in-person to maintain regular, professional contact to create and foster relationships with client representatives Responsibility for executing the Taft Hartley & Government division's strategic direction of solutions and tools Lead both long- and short-term strate
Job Source: IMA Financial Group, Inc.USI Insurance Services
Dallas, TX, United States
General Description: Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities. Major Responsibilities: Manage a complex book of business with various funding methods, advanced contract features and struc
Job Source: USI Insurance ServicesHotchkiss Insurance
Dallas, TX, United States
Our Employee Benefits Division is growing, and we are seeking a Senior Account Executive who will manage an assigned book of business comprised of key and high revenue-producing accounts. You will lead the overall service, recommendations, and implementation of a book of insurance business and will be responsible for business development opportunit
Job Source: Hotchkiss InsuranceUSI Holdings Corporation
Dallas, TX, United States
General Description: The Producer Account Executive is responsible for maintaining the relationship on their book of business Responsibilities:Maintain a book of business that is over 500k in revenueAct as the Account Executive on client accountsEstablishes Strategic Plan for clientsEstablishes general expectations for service modelResponsible for
Job Source: USI Holdings CorporationLockton Companies
Plano, TX, United States
Senior Account Executive, Employee Benefits Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent Typically, more than 7 years of Client services experience is required Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) Strong verbal and interpersonal communication skills
Job Source: Lockton CompaniesDallas, TX, United States
**About Us:**
HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
**Purpose of Position:**
An Account Executive shall recommend appropriate lines of coverage, monitor client's plan expenditures throughout the year and make recommendations to control costs if needed. Maintain knowledge of legislative updates and advise clients as to how they will affect plan designs and costs **.**
**Essential Functions:**
+ Develop current, referral and new clients.
+ Provide Benefits Review Process / RFP Process through strategic planning. Develop and communicate sound renewal strategies to client. Participate in the sale of new business and renewals to clients and prospects
+ Track renewal date by client & policy in order to begin process in appropriate amount of time; contact vendors to request renewal; contact clients to discuss renewal options.
+ Complete request for proposals (RFP) paperwork to distribute to the marketplace; process includes preparing RFP's for renewing clients and prospects in the areas of group life, health, disability, wellness, EAP, AD&D and other group benefit products as available and in accordance with state and federal regulations utilizing database, word processor and spreadsheets.
+ Consolidate RFP data and vendor product information for client presentation.
+ Make client presentations and resolve client questions and problems in order to close sale.
+ Maintain current and prior information in Benefit Point database.
+ Maintain current and accurate prospect files.
+ Provide or coordinate client service with Account Manager(s) as needed.
+ Communicate case status with Producer, Administrative Assistant(s), Marketing Assistant(s), Account Manager(s) and Clients.
+ Assure sold business cases are completed in conjunction with Account Manager(s) and Marketing Assistant(s).
+ Prepare monthly Critical Path reports
+ Present client mid-year review.
+ Remain current on new products, marketing concepts and related legislation. Attend continuing education courses and miscellaneous seminars towards obtaining HIA and/or CEBS and/or MHP.
+ Travel to prospect and client location as required for sales calls, enrollment meetings, policy/contract delivery, problem resolution, and goodwill.
+ Back up Account Managers as needed; correspond with clients, resolve issues, provide guidance and perform enrollment meetings; ongoing support.
**Experience / Educational Requirements:**
+ College degree in business or related field plus two years work experience preferred.
+ Knowledgeable of health and related group insurance products, general financial practices, policy servicing and application processing.
+ Group I license for life and health required.
**Skill and Quality Requirements:**
+ Computer and office equipment skills required:
+ Word-processing Software (Word)
+ Spreadsheet (Excel)
+ Ability to learn Database (Agency Expert)
+ General office equipment including copier, fax, 10-key calculator, binder and phone.
+ Good data entry skills: typing 35 wpm.
+ Spread sheet development and preparation.
+ Proposal preparation (utilizing word-processor and/or computerized presentation packages).
+ Must be organized with attention to detail; dependable; flexible in changing priorities; able to handle multiple tasks.
+ Excellent interpersonal and communication skills (oral, written and presentation):
+ Formal presentation skills.
+ Ability to speak before clients/groups with poise, voice control and confidence, using correct English and well-modulated voice.
+ Ability to prepare business letters, memos, summaries and reports, using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.
+ Leadership, sales, team and customer service attitude.
+ Good decision-making ability: utilize independent/abstract thinking skills as needed.
+ Ability to supervise others.
+ Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagrammatic form.
To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.
**\#LI-KP1**
Department Account Management & Service
Required Experience: 7-10 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
EEOAA Policy
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Email Alert for Employee Benefits Account Executive jobs in Dallas, TX, United States
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