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Account Executive (Benefits)

Employer
Lovitt & Touche
Location
Tempe, Arizona
Salary
Not Specified
Closing date
Apr 4, 2019

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Job Details

Position Overview
The Account Executive position is responsible for assisting Sales Executives in securing new business, managing the strategic client relationship and overseeing all aspects of client service, renewal activities and administration of products for the clients assigned to them.

Principal Duties and Responsibilities

  • Responsible for strategic management of Benefits accounts by developing solid partnerships with clients senior decision-makers, HR managers and other support staff
  • Strategize with Sales Executives to present capabilities and secure new business
  • Grow block of business with new clients and new lines of coverage, including cross-selling across the agencys service offerings
  • Offer creative, strategic, proactive and technically correct advice to clients
  • Develop extensive knowledge of carriers & products offered; recommend new products and services to clients; advise on ongoing design and compliance issues; recommend modifications to plan design that support the clients business and financial objectives
  • Actively negotiate with insurance carrier representatives and underwriters to develop innovative, practical solutions
  • Manage and review vendor selection with clients to ensure vendors are a good fit for the client with regard to pricing, financial strength, product and service offerings, along with recommending changes where appropriate
  • Monitor legislative & regulatory changes and advise internal and external clients of requirements for compliance; advise client and, when appropriate, assist to insure that plan documents, policies, government filings and other applicable documents are complete, accurate and delivered timely
  • Provide subject matter expertise and leadership to the internal service delivery team
  • Mentor, develop & educate others internally and also externally through industry and community involvement
  • Resolve escalated service issues
  • Maintain electronic client files including ongoing documentation of client meetings, issues & decisions
  • Ensure all licensing and appointment information required to obtain commissions is completed with carrier
  • Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
  • Conduct all business in accordance with established policies and procedures
  • Attend onsite and offsite client meetings as necessary
  • Other duties as assigned


Knowledge, Skills and Abilities
Required:

  • High School Diploma or GED
  • 8+ years in group benefits with at least 3+ years in an Account Executive or similar level role
  • Licensed in Arizona Health, Life and Disability
  • Ability to develop and work with mathematical formulas
  • Ability to effectively communicate, both written and verbally, with internal and external parties
  • Ability to conduct education and enrollment meetings (comfortable with public speaking)
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with clients, carriers and peers
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)

Preferred:

  • Some college or technical training in related discipline
  • Continuing education such as RHU, REBC, CEBS, or CBP
  • Experience using BrokerageBuilder



Working Environment

  • Work is performed indoors in a climate controlled office environment
  • General technology as it relates to office administration
  • Regular business hours with additional hours required during certain periods
  • Frequent travel to client sites within AZ; Minimal travel possible outside of AZ
  • Some lifting of up to 50 pounds required during transportation of presentation and client materials

Company

Headquartered in Arizona, Lovitt & Touché is part of the Marsh & McLennan Agency serving Arizona and the Western region. As a subsidiary of Marsh LLC, a leading global insurance broker and risk management advisor, we offer world-class business insurance and risk management solutions, personal insurance, bonds and surety, and employee benefits solutions.

Our success is rooted in a client-centric philosophy and mission to develop quality programs, underwritten by sound companies, delivered by exceptional employees. We value long-term partnerships and continually strive to exceed clients’ expectations — whether by identifying cost-saving opportunities, enhancing workplace safety, mitigating risk factors or settling claims.

Despite our size, Lovitt & Touché retains the close-knit, collaborative atmosphere that we were founded with in 1911. Leadership fosters a positive, community-focused culture that prioritizes employee wellbeing, professional growth, innovation and creativity. Moreover, new ideas are encouraged and valued, contributing to workplace loyalty and satisfaction.

We regularly are recognized for our workplace practices and company culture. We are proud to be recognized as one of the Top Companies to Work For in Arizona by the Best Companies Group since 2013, as well as one of the Most Admired Companies in Arizona by Az Business since 2015. We also are consistently featured as one of the Best Places to Work and a Top Insurance Broker by Ranking Arizona. We are honored to be named one of “The Valley’s Healthiest Employers” since 2012 by the Phoenix Business Journal and were the first company to be awarded the Gold seal by Healthy Arizona Worksites in 2014.

Company info
Website

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