
Pre-Sale Account Executive - Group Benefits
- Portland, ME
- Permanent
- Full-time
- Flexibility: Enjoy flexible scheduling options.
- Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
- Continual Learning: Thrive in a collaborative, education-focused work environment.
- Annual Bonus Program: Earn rewards through our bonus program.
- Strategic Marketing: Collaborate with the Sales Executive to develop and implement marketing strategies for new and renewal accounts.
- Communication Support: Act as the primary communication support to the Sales Executive.
- Client Services: Provide daily client services, including processing and reviewing policies, endorsements, invoicing, certificates of insurance, etc.
- Responsive Communication: Respond to client and carrier inquiries accurately and in a timely manner.
- File Maintenance: Take ownership of electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings/issues/decisions.
- Account Management: Manage assigned accounts in a timely manner, ensuring internal/external compliance and meeting deadlines.
- Liaison Role: Serve as a liaison between internal departments, providing communication and support to external sources (Sales, Broker support, carrier vendors, etc.).
- Workload Prioritization: Plan, prioritize, and complete day-to-day workload, balancing new business, renewal business, and day-to-day service responsibilities.
- Other duties & projects, as assigned.
- Experience: 3+ years in Group Benefits with at least 1+ years in Account Management required.
- Industry Knowledge: Stop loss and/or Ancillary coverage knowledge strongly preferred.
- Education: College degree or 2+ years' of equivalent work experience strongly preferred.
- Licensing: Must already have or be willing to obtain a Health and Life insurance license.
- Technical Proficiency: Proficiency with Excel, Outlook, SharePoint, and Teams required.
- Confidentiality: Ability to maintain strict confidentiality.
- Organizational Skills: Strong organizational skills and high attention to detail required.
- Communication Skills: Ability to effectively communicate, both written and verbally, with internal and external parties.
- Adaptability: Ability to multi-task, adjust to changing priorities, and meet deadlines in a fast-paced environment.
- Team Collaboration: Ability to work cooperatively and jointly with various staff members.