Employee Benefits - Select Account Executive

This opportunity is for a motivated individual with at least two years of experience within client relations, the proven ability to cultivate and maintain business, and a loyalty to provide value-added service that protect individuals and build strong client relationships. The Employee Benefits Select Account Executive will be responsible for high-level customer experience/service. Working with the select book of business clients on their benefit package. Drive organic growth by cross sales and as a referral source for Producers.

We commit to investing in the tools and resources our staff need to be successful, and to providing opportunities for personal growth. Ansay & Associates offers a robust benefits package including health coverage, 401(k) matching, paid volunteering hours, tuition reimbursements, on-site continued education and training, wellness incentives, and the opportunity for remote work!

Essential Functions of this position include, but are not limited to:

• Cross-sell existing business in personal book and co-produced accounts responsible to retain.
• Handle marketing for preparation of bid specifications and new sales process
• Maintain a proactive service approach and relationship with clients.
• Generate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients.
• Proof policies for accuracy of coverage and contract terms on accounts defined by agency.
• Assist/handle solving escalated service issues when needed
• Assist/handle renewal/new proposals/presentations to existing clients and prospects if needed.
• Document service issues and meetings/phone calls with client in the EPIC Agency Management System
• Utilization of ALL technology tools and resources to create internal and external efficiencies and provide value added services to customers
• Oversee client education and communication needs.
• Continue professional development (i.e. keep current with industry changes, continuous sales development, pursue professional designations, etc.)
• Maintain appropriate license requirements

Qualifications and Requirements

• Bachelor's Degree in Business or any other related degree
• Related experience includes previous sales & service experience, preferably in the Life & Health insurance industry.
• Life & Health licensed and additionally designations preferred.
• Must have a positive "can-do" attitude, possess a passion for insurance, and be a self-starter who regularly demonstrates initiative.
• Must have the ability to identify and research problems, review materials for accuracy and to summarize policies for customers.
• Other requirements include effective oral and written communication skills, and proficiency in Microsoft Teams and Outlook

Preferred

Preferred

Required

Required

Preferred

Required