Small Group Account Executive

Description

The Liberty Company is one of the fastest growing independent insurance brokers in the nation and we are seeking a talented Small Group Account Executive to support our growing team! This is a remote position with a requirement to have experience in the California small group and with the possibility to travel for in person client meetings.

Position Summary

The Small Group Account Executive uses their qualifications, experience, expertise, judgment, and discretion to obtain, maintain, service, market and grow the insurance business of The Liberty Company (“Company”). Assists Company clients with obtaining/renewing insurance coverage for Company clients on terms and at prices that are competitive and appropriate. Assists Company in managing all aspects of Company’s relationship with Company’s clients, including administration, marketing, customer service, and receivables. This position is responsible for fulfilling day-to-day account management responsibilities as assigned by EVP, Small Group Employee Benefits and Producer, with keen diligence and in a timely manner.

Essential Duties and Responsibilities

• Responsible for the oversight and management of assigned clients of diverse sizes with minimal support from Producers.
• Collaborate with producers on client initiatives and new implementations.
• Assist producers in marketing and quoting, putting together presentations, conducting open enrollment meetings, and managing any carrier/vendor requirements for both small group renewals.
• Foster genuine client interactions by regularly communicating to assess satisfaction, discuss program enhancements and benefits education, and provide updates on industry trends.
• Cultivate strong relationships by understanding client needs, anticipating challenges, and proactively addressing concern. Raise flags immediately to ensure timely resolution and retention.
• Develop and maintain excellent insurance carrier and vendor relationships.
• Communicate effectively with all key stakeholders.
• Acknowledge and respond to all clients’ requests timely and professionally. Set timeline expectations with clients for resolution.
• Educate clients on compliance obligations, facilitate broker compliance tasks, and indemnify company risk while staying informed on industry regulations and compliance requirements.
• Serve as industry experts to clients, taking personal responsibility for understanding all facets of Employee Benefits while proactively staying abreast of industry trends, compliance changes, state-specific requirements, etcetera.
• Comply with agency and document management standards, workflow process, and timing requirements.
• Investigate and resolve complex benefit related inquiries and concerns, demonstrating a commitment to client satisfaction.
• Maintain detailed and accurate records using our internal agency management system, shared file system, and other applicable software applications.
• Create and maintain employee communication such as highlight sheets, benefit guides, and other key documents that are client and employee facing.
• Learn and maintain Benefit Administration platforms as needed.
• Performs other tasks on projects as needed/assigned to support the overall development and advancement of the Employee Benefits team.

Qualifications

Knowledge, Skills and Abilities

• Active California DOI Life and Health License.
• Education requirement: High school diploma or equivalent.
• Five plus years of Benefits experience.
• Account or project management experience is necessary.
• Excellent and consistent communication and organizational skills.
• Ability to manage time wisely.
• Ability to travel as required to satisfy client management responsibilities.
• Strong knowledge of benefits practices, procedures, products, and networks.
• Broad knowledge of Health and Welfare compliance and regulations, HIPAA, PHI/PII, and legislation.
• Proficient in MS Office, specifically Excel, Word, and PowerPoint.
• BenefitPoint experience preferred.
• Ability to work independently with little supervision.
• Ability to organize and prioritize effectively.
• Accuracy and mindfulness, as well as a history of reliability, confidentiality, and conscientious work habits.
• Ability to interpret data and make cost effective decisions.
• The ability to adapt and work efficiently in a rapidly changing dynamic environment with deadline pressures.
• Demonstrated ability in dealing directly with co-workers, clients, vendors.
• Work schedule: 8:30am – 5:00pm M-F.

Promoting Peace of Mind for All.

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.

Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role