Overview

In an average lifetime, a person will spend 90,360 hours working. Choosing your employer should be a weighty decision. At JA Benefits, we believe that the people, professionalism and culture that you surround yourself with matters. ‘Fit’ matters. Taking the time to ensure an employer is the right ‘fit’ for you impacts how you feel when you go home at night, impacts your sense of accomplishment and, if done right, has a positive impact on the people and employers in the community we serve.

Our firm is searching for the right addition to our dynamic team to partner in helping us to maintain our commitment to impeccable client service and company growth. Are you that person?

How would you define customer service?

If you believe that exceptional customer service is delivered by ensuring that you are leveraging every interaction, no matter how small, to improve the perception of our organization, then you may be a good fit for one of our Account Executive opportunities.

The Account Executive owns and drives the client experience for a designated block of accounts. This position organizes, leads, and participates in the strategic collaboration that is key to the proactive execution and delivery of results positively impacting the client experience. This role is responsible, accountable, inclusive, and understands individual daily actions make an impact on overall success. Account Executives take pride in their work, each other, and our clients.

At JA, our clients come first and we strive to exceed their expectations on a daily basis with each employee doing whatever it takes to build and strengthen our relationships by providing exceptional level service and support to colleagues, our clients, and their employees.

  • You don’t just ‘think’ outside of the box; you know how to create an action plan to accomplish ‘out of the box’ ideas.
  • Negative Nelly and you don’t get along. Your positivity and pro-active mentality propel your success.
  • You are never one to back down from a good challenge. No challenge = boredom in your book.
  • You thrive in a fast-paced environment.
  • The phrase, ‘That’s not my job’, isn’t in your vocabulary. You are ready to don any hat necessary to ensure our team moves the company forward efficiently and successfully.
  • You take great care in how you provide service to others ensuring every engagement is real, valued and uncompromised excellence.
  • Bachelor’s degree in a business-related field.
  • At least 8 years of proven work experience in employer group benefit consulting or account management responsibilities in the insurance industry which includes specific experience with self-insured group health plans and compliance advising/consulting.
  • Must hold (or is actively pursuing) professional designation and must hold State insurance license
  • Knowledge of and familiarity with current Health, Life, Dental, Vision, Long Term Disability (LTD), Short Term Disability (STD) and additional ancillary products.
  • Knowledge of and familiarity with federal and state benefit regulations.
  • Must have a high level of organization, emphasis on multi-tasking, and ability to manage multiple projects on a simultaneous basis.
  • Must have a high degree of respect for confidentiality.
  • Ability to earn and maintain client trust along with excellent relationship management skills.
  • Ability to work collaboratively and effectively as part of a team.
  • Ability to run and/or participate in an effective meeting, using listening, reasoning and articulate communication skills
  • A self-starter with initiative and strong customer/ client orientation; ability to facilitate discussions to resolve issues, obtain consensus and drive to a conclusion.
  • Motivated and goal-oriented
  • A professional presence and demeanor
  • A dedication to customer service
  • Passion for making a difference in the community
  • Stable work history
  • Excellent communication and time management skills
  • Coachable and competitive spirit
  • Oversee day-to-day account management while ensuring support items are managed appropriately and proactively to meet client needs
  • Collaborate with internal team members to deliver an exceptional client experience
  • Facilitate service level requests to the Solutions Team clearly and effectively
  • Communicate challenges to Benefit Consultant as needed
  • Schedule and lead strategic collaboration meetings with key team members for each client relationship; delegating actionable items when appropriate
  • Ensure Account Managers are working in an effective and timely manner as it relates to:
    Policy renewal timelines
  • Creation of clear and accurate financial analysis spreadsheets
  • Quoting benefit options with carriers
  • Track and effectively document workflow via CRM activities and case management
  • Stay current on industry standards, trends, and products
  • Build and maintain carrier relationships with a high understanding of current product portfolios
  • Act as a liaison for the client/carrier relationship
  • Assist with monitoring plans to ensure compliance with federal and state laws including but not limited to HIPAA, ERISA, COBRA, FMLA and the Affordable Care Act
  • Ability to travel in and out of state – expected to be less than 15 overnights per year

Tagged as: client service, full-time, seasoned pro, service