110 McGriff Insurance Svcs
Employee Benefits Account Executive - McGriff (Hybrid Opportunity)
110 McGriff Insurance Svcs, Columbia, South Carolina, United States,
Employee Benefits Account Executive - McGriff (Hybrid Opportunity)Location:
Columbia, SC, Greenville, SC
Time Type:
Full time
Posted On:
Posted 3 Days Ago
Job Requisition ID:
R0092632
Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st Shift (United States of America)
Job Description Summary:
Hybrid opportunity in the following office location(s):
Columbia, SC
Greenville, SC
Support Producer and Marketing Account Executive by providing high level expertise, technical detail, and client service to clients and account teams. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients, as appropriate. Develop strong relationships with carriers and market accounts as requested by Producer and/or Marketing Account Executive, and be primarily responsible for marketing smaller and/or less complex accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Schedule weekly/biweekly meetings with Producers to review strategy for clients, escalated service issues, plan client meetings, etc.
Plan and monitor (with AM) annual open enrollment checklist, resources, and timeline.
Lead renewal and marketing; consider additional lines of coverage that client may need.
Ensure Partnership Reports, Business Associate Agreements, and proposals are complete.
Schedule and lead handoff meetings once final sold decisions are made.
Request and interpret benchmarking data, actuarial analysis, compliance matters, or other Specialty Practices expertise needed.
Schedule and lead PPR reviews (YE and mid-year at minimum).
Create Partnership report alongside AM for $50K clients.
Lead major client projects such as implementing a wellness program, implementation on a new ben admin system, M&A support (when applicable), etc.
Plan and lead quarterly meetings with clients including Post-Renewal, Compliance Review, Claims Review, Pre-Renewal Planning, and Open Enrollment / carrier implementation.
Provide advice and help to Account Managers and CSAs on areas where they are still building experience.
Monitor overall assigned book of business revenue in miDash, McGriff’s revenue dashboard.
Update claims reports Quarterly/Monthly.
Participate in prospect meetings when appropriate.
Continue to learn and advance your knowledge of the industry, carriers, lines of coverage, and compliance.
Meet with AM on a bi-weekly basis to check in on mutual clients.
Other duties as needed.
QUALIFICATIONS
Required Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required.
Bachelor's degree or equivalent education and related training
Five years of relevant insurance industry experience
Appropriate insurance license(s)
Strong client relation skills to build and maintain positive business relationships
Ability to utilize leadership skills by providing direction, constructive feedback, development, and training
Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
Ability to travel, occasionally overnight
Preferred Qualifications:1. Advanced degree2. Certification in field of endeavor3. Experience with Requests for Proposal
TIH supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
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Columbia, SC, Greenville, SC
Time Type:
Full time
Posted On:
Posted 3 Days Ago
Job Requisition ID:
R0092632
Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st Shift (United States of America)
Job Description Summary:
Hybrid opportunity in the following office location(s):
Columbia, SC
Greenville, SC
Support Producer and Marketing Account Executive by providing high level expertise, technical detail, and client service to clients and account teams. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients, as appropriate. Develop strong relationships with carriers and market accounts as requested by Producer and/or Marketing Account Executive, and be primarily responsible for marketing smaller and/or less complex accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Schedule weekly/biweekly meetings with Producers to review strategy for clients, escalated service issues, plan client meetings, etc.
Plan and monitor (with AM) annual open enrollment checklist, resources, and timeline.
Lead renewal and marketing; consider additional lines of coverage that client may need.
Ensure Partnership Reports, Business Associate Agreements, and proposals are complete.
Schedule and lead handoff meetings once final sold decisions are made.
Request and interpret benchmarking data, actuarial analysis, compliance matters, or other Specialty Practices expertise needed.
Schedule and lead PPR reviews (YE and mid-year at minimum).
Create Partnership report alongside AM for $50K clients.
Lead major client projects such as implementing a wellness program, implementation on a new ben admin system, M&A support (when applicable), etc.
Plan and lead quarterly meetings with clients including Post-Renewal, Compliance Review, Claims Review, Pre-Renewal Planning, and Open Enrollment / carrier implementation.
Provide advice and help to Account Managers and CSAs on areas where they are still building experience.
Monitor overall assigned book of business revenue in miDash, McGriff’s revenue dashboard.
Update claims reports Quarterly/Monthly.
Participate in prospect meetings when appropriate.
Continue to learn and advance your knowledge of the industry, carriers, lines of coverage, and compliance.
Meet with AM on a bi-weekly basis to check in on mutual clients.
Other duties as needed.
QUALIFICATIONS
Required Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required.
Bachelor's degree or equivalent education and related training
Five years of relevant insurance industry experience
Appropriate insurance license(s)
Strong client relation skills to build and maintain positive business relationships
Ability to utilize leadership skills by providing direction, constructive feedback, development, and training
Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
Ability to travel, occasionally overnight
Preferred Qualifications:1. Advanced degree2. Certification in field of endeavor3. Experience with Requests for Proposal
TIH supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
#J-18808-Ljbffr