Description

Job Summary: The Account Executive (AE) is a professional that actively maintains current business accounts and assists with new business acquisition. AE’s collaborate with company managers, fellow professionals, and customers to develop solutions that address the client's benefit plan needs.

General Duties:

• Coordinate all aspects of the client relationship within the organization with little or no oversight.

• Maintain current knowledge of assigned Plan(s)/ Groups and effectively apply knowledge.

• Implement client requirements and changes in benefit programs.

• Facilitate all client meetings, including meeting agenda preparation oversight, meeting notes, and follow-up.

• Review and approve client financial statements, Summary Plan Descriptions, benefit communications and other client documents.

• Help monitor revenue, expenses and profitability of clients to ensure company financial goals are met. Recommend and obtain client fee increases and prepare contracts and amendments. • Provide feedback to company management on market trends, competitive threats, unmet needs, and opportunities to deliver greater value to customers by extending company offerings.

Requirements

Bachelor's Degree in a related field, or an equivalent combination of education and work experience. • Minimum of 5 years of experience in a relationship management role, preferably in an insurance, benefits, or TPA environment. Experience in sales or sales management could be beneficial but is not required. • Excellent verbal and written communication skills, including interpersonal and group presentation skills. • Ability to exercise independent judgment, manage multiple priorities and deliver high-caliber results. • Ability to understand complex situations and effectively resolve issues. • Knowledge of Microsoft Office (i.e. Word, Excel, Outlook, and PowerPoint) required.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .