Presidio Hiring for Account Executive, Employee Benefits Job at Naperville, IL Full Time

Account Executive, Employee Benefits

About Us

Presidio, an insurance and financial strategies firm located in Naperville, is in search of an Employee Benefits Account Executive. The Account Executive’s primary responsibility is to perform duties and maintain quality service which supports Employee Benefits accounts; including clients, insurance companies, and producers.

Presidio values diversity in its workforce and invites team member contributions in workplace policy and business strategies. We invite you to consider Presidio if you’re looking to move from a smaller agency to a more diversified environment or want to migrate your sales acumen and client knowledge to customer service.

Together, we deliver the most personalized commercial insurance services. Our value proposition to clients includes our wide selection of carriers, policies, products, and consulting services backed by the top-quality Claims Team to guarantee effective client service through any of our client’s needs. To continue our growth in client service, we’re seeking motivated, detail-oriented people to join our team in Naperville, IL. Our company occupies the 9th floor of a Presidio-branded building overlooking the I-88 corridor west of Chicago.

Join the cohesive team at Presidio and thrive in an environment where team members celebrate each other’s success. Presidio offers a unique team environment both in the office and working from home. Our dynamic team has thrived on continued support from all team members to share one another’s knowledge and expertise to help the organization achieve its goals. Our team members strive with transparency and shared commitment to creating the best service for our clients. Presidio values all its team members and encourages limitless growth, opportunity, and diversity.

Work Model & Benefits

Our business model includes work-from-home options (typically 2-3 days in the office) and continual training to stay on top of key changes in the insurance industry. Our training program is the foundation of every associate’s success. Account Executives and the service teams share knowledge and tactics in working with carriers, learning the agency system, and providing exceptional client service.

All our associates receive excellent benefits, including:

Medical PPO, AMO + HSA, Dental, Vision, Disability, Life Insurance
ID Theft and Cyber protection, Pet Insurance, four weeks of PTO
And 5 Sick Days. Office 3 days WFH 2 days.

The Account Executive manages assigned book of business comprised of mid-market, key, and high revenue accounts. The Account Executive leads the overall service, recommendations and implementation of a book of insurance business and is responsible for business development and sales with new and existing clients.

Responsibilities include, but are not limited to:

• Accurately manage client accounts and ensure all deadlines are met
• Assist producer in marketing and placing new business and/or renewal business
• Prepare renewals of insurance
• Meet with producer and service teams to ensure service levels are being met
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
• Responsible for overall retention of accounts in assigned book of business.
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.
• Seek opportunities and take steps to increase knowledge of industry, regulatory requirements, tools and resources available to assist clients.
• Collect and report information and generate stewardship reports.
• Answer questions from producer and the service teams regarding accounts.
• Communicate with clients and answer questions regarding their policies and/or services.
• Build and maintain strong, long-lasting relationships with clients, both internal and external.
• Travel or visit insurance companies and/or clients, when necessary.
• Maintain confidentiality of client and company information.
• Perform other duties as assigned appropriate to the position.

Education & Experience:

• A high school diploma or equivalent is required; a college degree or comparable work experience preferred
• Minimum 5 years work experience in the health insurance industry required
• Life, Health & Accident licenses are required, or ability to obtain within 90 days of employment; maintain annually
• Proficient in Microsoft Word, Excel, PowerPoint, Outlook, and able to quickly learn and utilize other computer applications
• Customer service experience or support, preferably in insurance industry

Skills & Competencies:

• Strong organizational and time management skills
• Ability to prioritize work load
• Extremely accurate and detail-oriented
• Knowledge of insurance terms and documents
• Ability to analyze and interpret insurance data
• Strong and professional verbal and written communication skills
• Strong problem solving skills
• Understand and maintain fiduciary responsibility for company, client, and producer

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a temperature-controlled, non-smoking office.
• Work stations are cubicles with moderately high sides.
• The noise level in the work environment is usually moderate.

Presidio is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or nation origin

At Presidio, we are a committed network of entrepreneurs who provide specialty insurance programs, risk management services, and unique products for an ever-expanding market. Presidio has a team of innovative, detail-oriented individuals centered around delivering exceptional client service and company growth in this fast-paced industry.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Job Type: Full-time

Pay: From $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
We have implemented a flexible work schedule in which employees can work 2 days a week from their home office. Social distancing, deep cleaning, and mask mandates still remain for those who have not been vaccinated.

Education:

• Associate (Required)

Experience:

• Health Insurance: 5 years (Required)
• Employee Benefits Account Executive: 5 years (Required)

License/Certification:

• Life Insurance License (Preferred)
• Health Insurance License (Required)

Work Location: One location