3 employee benefits account executive jobs found in Media, PA

Position Summary The Lead Account Executive is responsible for overseeing and managing crucial client relationships, providing guidance on critical client issues, and managing strategic account initiatives. The role includes managing the entire client account lifecycle, from onboarding to expansion opportunities, with a focus on addressing complex issues. They ensure strict adherence to industry regulations, and internal compliance policies. They monitor individual and team performance metrics and collaborate with brokers to pursue new business opportunities. What will your job entail? Job Responsibilities: • Oversees and manages key client relationships, particularly those of strategic importance and provides guidance on complex client issues and strategic account management. • Oversees the entire lifecycle of client accounts, from onboarding to maintenance and identifies opportunities for account expansion. • Addresses complex client issues and resolves escalated...

Position Summary The Account Executive is responsible for assisting the Broker team in executing trades, managing accounts, and navigating regulatory compliance. The role collaborates with internal teams, stays informed on market trends, and offers strategic insights about clients. They are also responsible for assisting in new business and renewal submissions, reviewing policy documents and invoices and other client service activities. What will your job entail? Job Responsibilities: • Prepares accounts for new business and the renewal process as directed by the broker, initiates renewal reviews to deliver optimal client coverage and suggests steps for client retention. • Supports the broker in creating market submissions and quote cover letters for agents and reviews received documents to ensure accuracy. • Builds relationships with brokers and demonstrates understanding of brokerage operations to proactively support business needs. • Collaborates with the broker to...

Position Summary The Senior Account Executive is responsible for cultivating and managing robust relationships with high-value clients and overseeing the entire lifecycle of client accounts. The role includes evaluating and mitigating risks associated with these accounts and ensuring regulatory compliance. They address complex client issues, give strategic inputs in new business proposals and mentor account executives by providing training in account management, brokerage systems and tools. What will your job entail? Job Responsibilities: • Develops and maintains strong relationships with strategic clients and provides guidance on investment portfolios and financial planning. • Manages the entire lifecycle of client accounts, from onboarding to maintenance and identifies opportunities for account growth and additional services. • Evaluates and manages risks associated with client accounts and implements advanced risk mitigation strategies in collaboration with risk...