Job Description

Lindsey Business Group is an HR Outsource firm seeking an Employee Benefits Account Executive for our insurance division to service clients ranging from small to 500 employees. This position will combine client-facing and administrative duties. Successful candidates will be expected to manage and advise employee benefit clients during renewal, and throughout the plan year, including program analysis and recommendations. Successful candidates will also be engaged in the preparing and presenting of benefit plan proposals, onboarding new clients, managing day-to-day service and administration of plans, procuring, and negotiating renewals and facilitating open enrollment meetings. This position is suited for someone who has served in an account management or account executive role in the up to 500 employee market. You will be expected to work closely with clients, vendors, and other members of the Lindsey Business Group HR and benefits team. Candidates will also demonstrate a high level of motivation, superb work ethic, strong collaborating and team working skills.

Key Responsibilities:

Act as primary liaison for the client, strengthening the broker/client relationship and involving other parties as needed
Ensure proper resources from within the organization are involved with the client and introduce new products through the other core business groups, where appropriate
Manage and advise on employee benefit renewal and Open Enrollment processes with clients
Conduct Open Enrolment meetings
Grows assigned book through rounding out of accounts
Identify client needs and coordinate appropriate resources to address
Plan for proper enrollment, directing all necessary parties as needed
Ensure adequate resolution of client billing, claims and eligibility issues
Generate various communication documents for clients
Ensure that all service commitments are met
Remain current on industry trends and information, new product development, legislation, coverages, and technology
Assist the marketing team as needed
Meet requirements for licensing as directed by management
Ensure compliance with government agencies and corporate policies and procedures
Attend training sessions, courses, etc. to maintain up-to-date skills
Proactively manage day-to-day service issues and concerns
Foresight and knowledge to identify potential issues and provide solutions based on specific client situations
Maintain organized electronic client files and system for project management
Responsible for scheduling, preparing, and leading all client meetings
Ability to clearly explain complex strategies, compliance and policy benefits to individuals, C-suite executives, and business owners
Conduct benefit program analyses and present recommendations to senior level executives
Manage and conduct Open Enrollment meetings
Vendor/Carrier Evaluation and Management
Maintain relationships with various insurers while staying current on new vendor capabilities and products
Lead development of the business segment, leveraging technology and identifying key partners, activities, resources, value proposition, products and services and policies and procedures.
Support business development team in meeting sales and profitability goals

Desired Responsibilities:

Active Virginia Life & Health License, required
5+ years’ experience in Employee Benefits industry, required (Brokerage Experience Preferred)
Bachelor’s degree preferred, or equivalent years of experience
Expert knowledge of corporate health and welfare plans for groups up to 500 lives
Proficiency in Microsoft Office 365, required
Exceptional customer service and interpersonal skills, required
Professional with strong written and verbal communication skills
Mid to Large group self-funded experience, preferred
Working knowledge of benefits administration systems
Up to date on industry legislative, tax, and market updates
Ability to understand client needs and deliver solutions based on technical knowledge

Perks:

Generous benefits package: health, dental, vision, 401(k), etc.
Paid Time Off
Competitive pay based on experience
Excellent growth and advancement opportunities

If you think you are a good fit for us, we encourage you to apply.

Lindsey Business Group provides equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, ancestry, national origin, citizenship, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status or domestic violence victim status, religion, age, disability, genetic information, service in the military, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Equal employment opportunity applies to all terms and conditions of employment, including recruitment and hiring, job assignment/placement, promotion, upgrading, demotion, termination, layoff, recall, transfer, leave of absence, rates of pay or other compensation, internship, and training.

Job Type: Full-time

Pay: $90,000.00 - $100,000.00 per year

Benefits: