Benefits Account Executive Resume Sample
Providenci Heller
20083 Bode Shoals,
Philadelphia,
PA
+1 (555) 656 1488
Work Experience
Employee Benefits Account Executive
05/2015
-
PRESENT
Boston, MA
- Develop effective business relationships through in-person visits, entertainment opportunities, telephone and electronic contact at multiple levels within client organization
- Manage the level of service provided to assigned accounts to meet department revenue, profitability and retention goals and client expectations
- Utilize Impax/Accelerate sales methodology
- Lead efforts to promote agency differentiation/expertise through face to face client interactions, webinars, seminars, and workshops
- Coordinate and assist clients with strategic planning, setting goals and objectives, renewal planning and establishing timelines, including development of stewardship plans when appropriate
- Coordinate work of all team members to ensure delivery of all client service agreements
- Review internal compliance and client disclosure requirements, external vendor/carrier contracts, and employee communications to ensure alignment with client expectations, internal policies and legal requirements
Benefits Account Executive
06/2012
-
11/2014
Los Angeles, CA
- Assist, prepare and/or manage client presentations to new and existing accounts
- Coordinate the placement of coverage with clients, carriers and vendors to best suit the need of the client
- Stay educated on industry challenges, trends, competitive advantages and legislative changes to advise clients in an effective manner and manage their overall risk
- Provide excellent customer service and team work
- Define an industry focus (major/minor) supporting the growth areas of the office
- Identify through personal research prospects that meet the agency’s ideal client profile
- Set appointments and personally meets with prospects and clients, conducts in depth dialogue and develops a positive business relationship built on mutual trust
Health & Benefits Account Executive
02/2008
-
01/2012
Phoenix, AZ
- Engage and stay current on the appropriate industry group, utilizing MMA resources, to offer "best in Partnership" resources for each prospect
- Partner across the firm to utilize appropriate resources for initial and ongoing prospect sales meetings and proposals
- Gather internal and external information including: industry risk profile, benchmarking, client strategic goals and objectives, market conditions report, total cost of risk, and current services
- Keep up to date on prospects' current issues, researches new information on prospects
- Closely monitor clients; provide innovative industry solutions in line with clients’ business needs and goals
- Expert knowledge of state and federal legislation
- Conduct Open Enrollment meetings for clients
Education
Kansas Wesleyan University
2003 - 2008
Bachelor's Degree in Business
Professional Skills
- Positive relationship building and social skills together with strong active listening skills; an ambitious approach is necessary for this role
- Strong presentation skills and excellent relationship building skill
- Excellent organizational skills including the scheduling of activities, resources and contingencies across many stakeholder groups
- Proven influencing skills both internally and externally
- Strong communication (verbal and written), organization, multi-tasking, and time management skills
- Good organizational skills in terms of managing workload, planning and organization
- Proven selling experience in the group benefits market
How to write Benefits Account Executive Resume
Benefits Account Executive role is responsible for credit, government, travel, insurance, design, planning, compensation, purchasing, training, finance.
To write great resume for benefits account executive job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Benefits Account Executive Resume
The section contact information is important in your benefits account executive resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Benefits Account Executive Resume
The section work experience is an essential part of your benefits account executive resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous benefits account executive responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular benefits account executive position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Benefits Account Executive resume experience can include:
- Strong excel and time management skills
- Skilled at building effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists
- Proven Track record for developing strong relationships with clients and carriers
- Develop strong understanding of the clients' business and strategic priorities
- Strong knowledge of underwriting, financing, and funding approaches
- Extensive experience (5 to 8 years) in group insurance (sales, underwriting or consulting)
Education on a Benefits Account Executive Resume
Make sure to make education a priority on your benefits account executive resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your benefits account executive experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Benefits Account Executive Resume
When listing skills on your benefits account executive resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical benefits account executive skills:
- Multitask in a fast paced environment while ensuring effective problem solving and resolution skills
- Solid research, problem solving and consultative skills required
- Demonstrates effective negotiation and closing techniques
- PC skills on internet, email and Microsoft Office: Excel, Word and PowerPoint
- Proven ability to take initiative, be a strong self-manager and display integrity
- Effectively present information to clients, clients’ employees, top management, public groups, and/or boards of directors
List of Typical Experience For a Benefits Account Executive Resume
1
Experience For Employee Benefits Account Executive Resume
- Experience working with clients and executives within the client organization as well as with plan advisors
- Adept at project management and handling of multiple priorities
- Extensive experience using Employee Navigator (i.e. building and maintaining portals)
- Strong broker background with knowledge of managing their own book of business
- Integrity, customer focus, strong leadership and the ability to work successfully in a team environment
- Complete client servicing tasks related to new business set up, renewal processing and account marketing
- Negotiate with carriers regarding benefits and rates for client when appropriate
- Develop and grow assigned accounts through relationship building, exceptional service, and identification of areas for improvement
2
Experience For Group Benefits Account Executive Resume
- Provide comprehensive marketing of accounts and develop market strategy as required
- Assists with Producer and/or other members of account team in the sales and marketing of new and renewal business
- Maintain current licensing status; keep informed on current insurance markets, market trends legislative requirements and industry changes
- Bilingual in Spanish or Creole
- Support Producers and other Wortham client support team in meeting the client’s needs including but not limited to: market new and renewal business, arrange renewal meetings, negotiate benefit rates with carriers and prepare spreadsheets
- Maintain consistent and continuous communication with assigned clients primarily through the use of the Firm’s secured and controlled Communication Systems
- Participate in seminars and other training to maintain required skill levels and enhance job and industry knowledge
- Manage and take lead on large, complex book of business
3
Experience For Health & Benefits Account Executive Resume
- Work requires regular, daily and weekly, face-to-face/in-person interactions with co-workers, clients, vendors and insurance representatives for both scheduled and unscheduled meetings, discussions and work-related functions
- Provide analysis and recommendations concerning clients existing coverage
- Manage dedicated service team
- Prepare and presents client renewal
- Conduct quarterly, semiannual financial reviews and prepare stewardship reports
- Serve as a subject matter expert to team members and department to resolve complex issues
- Assist with client compliance with ACA/AHCA, 5500’s and documents (POP, Plan, BAA, & wrap documents)
4
Experience For Specialty Benefits Account Executive Resume
- Provide needed information and pro-active suggestions, and resolve issues for clients
- Coordinate and attend employee meetings as necessary for new business, carrier changes and plan changes
- Secure insurance applications and information from clients
- Maintain current and accurate customer databases and files
- Act as a team lead and advise, guide and train team members and act as a positive role model for co-workers and other team members in terms of work ethic, support department and Firm’s goals and objectives, focus, results and level of positive energy
- Work primarily in the Firm office setting, including work during the Firm’s core hours, to best serve client needs and effectively interact with the insurance markets and other team members
- Oversee account processing, including renewals ID cards, first billing, administration kits and certificates/policies for client
- Secure all information required for client’s employees such as: packets for enrollments, master app, check, copy of last billing, copy of prior carrier booklet, employee applications to include Cobra participants
- Manage assigned clients by marketing the group, preparing spreadsheets, develop claim projections, cost analysis and benefit bid comparisons
5
Experience For Voluntary Benefits Account Executive Resume
- Lead and direct others, including coaching and performance management
- Participate in marketing and sales meetings
- Develop and execute the renewal and/or marketing strategy in accordance with client instructions
- Lead and coordinate the evaluation of marketing
- Serve as client's valued advisor, building a strategic and personal relationship with key client decision makers
- Proficient in Microsoft Outlook, Word, Excel, Power Point
- Proficient in all areas of fully insured, self-funded and level funded accounts
6
Experience For VP Benefits Account Executive Resume
- Follow established protocols and procedures to avoid errors & omissions risk
- Access data from company secured and monitored systems
- Closely monitor clients; provide innovative industry solutions in line with clients' business needs and goals
- Current insurance license or ability to obtain immediately required
- Develops relationships beyond the Producer’s relationship with the key decision makers
- Manage the assigned Employee Benefits’s customer portfolio
- Develop a broad understanding of the Health and Group benefits (that include Life, Ad&d, Health Care and Flexible Benefits) space and WTW’s key differentiators
- Knowledge of insurance products Employee Benefits
7
Experience For Benefits Account Executive Resume
- Fluent in English spoken and written (professional use) Additional languages, such as German, are welcome
- Familiar with Office Package
- Lead the development of the employee benefit strategy: Analyze employee benefit programs and make recommendations to improve effectiveness of clients’ employee benefits programs/design, policies and practices, including leading strategic planning sessions
- Create and implement the annual client service plan, outlining all of the activities and projects for the client, building in flexibility to react to clients’ shifting needs
- Health and welfare account management experience including some underwriting or analytical experience
- Monitor claims experience, legislative compliance and current client business activities
- Input of all client information into the network system as required by office standards and procedures
8
Experience For Employee Benefits Account Executive Resume
- Perform all tasks assigned to an account assistant or account manager in the day-to-day servicing and maintenance of Producer’s book of business in a timely, accurate and professional manner
- Provide accurate information to underwriters and respond to client request
- Present oral and written presentations to clients, client employees and prospects
- Licensed and authorized to bind coverages in accordance with carriers agreements and company policy. (MA LAH license required)
- Continues other phases of industry education through additional insurance educational designation
- Main Sun Life contact for brokers, responsible for the overall broker and client relationship with Sun Life groups over 50 employees
- Manage the relationship with assigned advisors and develop untapped sources
9
Experience For Group Benefits Account Executive Resume
- Ensure client/advisor needs are met through the delivery of value-added products and service
- Knowledge of group benefit plan design including flexible benefit plans, underwriting and financial management, technology and Internet applications, benefit and plan taxation, communications and administration procedures, claims practices, government legislation and current developments in the benefits field
- Ensure that all client service needs are promptly and professionally delivered, either directly by the Account Executive or via HUB colleagues (e.g. Account Representative, Benefit Analysts, etc.). The Account Executive is accountable for the competence, timeliness, and quality of all deliverables to the client
- Manage HUB Top 200 process
- Possess a mastery of the various HUB resources and tools that are available via “HUB Today,” employing same to best serve assigned clients and work with cognizant Producers
- Be knowledgeable about and comply with HUB systems, procedures and state/federal insurance regulations
- Lead employee benefits strategy: Analyze employee benefit programs and make recommendations to improve effectiveness of clients’ employee benefits programs/design, policies and practices, including leading strategic planning sessions
10
Experience For Health & Benefits Account Executive Resume
- Strong group insurance financial management capability relating to the various funding arrangements and drivers of profitability
- Experience in role
- Main contact for clients, responsible for the overall client relationship with Sun Life
- Manage the Client relationship with associated advisors and consultants
- Ensure client/advisor needs are met through the delivery of value-added products and services
- Build and sustain relationships with clients and consultants
- Knowledge of group benefit plan design including flexible benefit plans, underwriting and financial management, technology and digital applications, benefit and plan taxation, communications and administration procedures, claims practices, government legislation and current developments in the benefits field
- Work cooperatively and professionally with cognizant CSS colleagues to deliver HUB services as described above, using the interface as an opportunity to teach, train, and mentor CSS team members. Provide input and feedback to the Client Services Manager (CSM) as to the performance of CSS staff on assigned accounts
- Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. CSS, CPU, Risk Control, etc.). The AE is accountable for the competence, timeliness, and quality of all deliverables to the client
List of Typical Skills For a Benefits Account Executive Resume
1
Skills For Employee Benefits Account Executive Resume
- Training experience and interest in developing advisors
- Experience managing, implementing and renewing small and large group including fully insured and self-funded plans
- Experience managing multiple clients of increasing complexity
- Extensive experience (5 or more years) in group insurance (sales, underwriting or consulting)
- Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry
- Experience working with advisors
- Experience servicing large accounts
- Sales-focused with strong desire to meet targets
- Independent self-starter and strong business acumen
2
Skills For Group Benefits Account Executive Resume
- Industry & group benefits experience preferably in the small to mid size group market
- Experience in a sales-related position
- B2B/Telesales experience is an asset
- Industry Experience Required
- Building and strengthening existing advisor relationships within a defined territory
- Developing new advisors that are looking to expand their practices into the Small Group business marketplace
3
Skills For Health & Benefits Account Executive Resume
- Providing sales strategies, concepts, marketing ideas and support to advisors
- Promoting Manulife's group products and service capabilities and act as a resource for product and service consultation
- Achieving the Group Office sales, persistency objectives and profitability targets and grow a profitable block of business
- Understanding of the industry and area of service
- Responsible for Errors and Omissions control by reviewing and verifying coverage information and properly documenting all correspondence
4
Skills For Specialty Benefits Account Executive Resume
- Assist advisors with the prospecting and selling of new group small/large business
- Manage all outstanding tasks and meet or exceed all established timelines and service levels
- Conduct joint sales calls with advisors learning the group business to teach the sales process
- Knowledge of small group products, services and marketing processes
- Able and willing to travel approximately 50% of the time
- Develop broad understanding of Willis Towers Watson’s services and products
- A car is required for this role
- Group Insurance of persons permit by La Chambre de Sécurité Financière du Québec (obtained or to be obtained)
5
Skills For Voluntary Benefits Account Executive Resume
- Knowledge of group benefits industry and concepts
- Accurately maintain agency documentation, files, suspense and follow up within the agency’s document management system
- Stay abreast on complex insurance coverages, industry information, marketplace changes, law changes and internal procedures to continuously improve knowledge, performance and consultative selling
- Ensure Producers, when assigned, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship
- Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions
6
Skills For VP Benefits Account Executive Resume
- Establish and maintain strong and productive professional relationships with cognizant insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier’s products and services in support of assigned clients
- Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests
- Work cooperatively and professionally with cognizant CSS colleagues to deliver HUB services as described above, using the interface as an opportunity to teach, train, and mentor CSS team members. Provide input and feedback to the Client Services Manager (CSM) as to the performance of Account Representative staff on assigned accounts
- Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. Account Representative, Benefit Analysts, etc.). The AE is accountable for the competence, timeliness, and quality of all deliverables to the client
- Conduct annual review w/clients making coverage and loss control recommendations focused on reducing the clients total cost of risk
7
Skills For Benefits Account Executive Resume
- Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs, initiating same. At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are
- Be actively involved with professional and/or civic associations on behalf of HUB
- Train advisors on SLF group products (and the value proposition of placing their business with Sun Life) and the sales process in both 1-on-1 and larger group settings
- Work with a team of non-sales professionals to provide after sales implementation and service to clients and advisors
- Current Group Benefits Associate Designation or able to complete within first 2 years of employment
- Works well independently, self-motivated, entrepreneurial
- Highly motivated, energetic, creative and flexible an able to thrive in a fast-paced environment
- Knowledge of PowerPoint, Word, Excel
8
Skills For Employee Benefits Account Executive Resume
- Knowledge of group insurance specifically in the small business marketplace
- Benefit Plan Management experience, which could be achieved through any of the following: insurance agency, insurance carrier experience or corporate human resource position
- Negotiate and influence effectively throughout the organization
- Benefit Plan Management experience, which could be achieved through any of the following: insurance agency, insurance carrier or corporate human resource position
- Experience in an agency or insurance company environment
- Benefits Insurance Related Experience
- Possesses a valid driver’s license and access to a vehicle
- Customer service experience in the insurance industry required
- Life and Health Insurance License required (can be obtained after hire)
9
Skills For Group Benefits Account Executive Resume
- Or combination of relevant work and experience exceeding five years training in servicing large brokerage accounts and initiation of or acquisition of at least one industry related designation. (i.e., CPCU, ARM, CEBS, CLU.)
- Regular travel in the Southern Alberta Region is required with occasional overnight travel
- Licenses & Certifications: Health and Life Insurance License required within 3 months of employment
- Professional designation such as CEBS is an asset
- Able to meet deadlines under stress and interruptions
- Read, analyze, and interpret documents such as financial reports, legal document and procedure manuals
- Respond to complex inquires or complaints from customers, regulatory agencies, or members of the business community
10
Skills For Health & Benefits Account Executive Resume
- Solve complex problems and deal with a variety of concrete variables where only limited standardization exists
- Thorough knowledge of all lines of insurance in area of specialty
- Develop clients’ benefits strategy in concert with other programs
- Working knowledge of different financial arrangements and products available to clients, as well as federal and state legislation and legal issues related to the insurance industry
- Five years’ experience in role
- Experience in insurance or brokerage sector
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