Job Description

Job Location: Oklahoma City Branch - Oklahoma City, OK 73118
Position Type: Full TimeSUMMARY
The Employee Benefits Senior Account Executive is responsible for maintaining and servicing large, complex accounts, in an established book of business, with limited producer involvement. The Employee Benefits Senior Account Executive will provide excellent customer service, helping to ensure retention of existing clients, while seeking the addition of new lines of coverage to the existing business, as well as assisting producers with acquiring new business.
ESSENTIAL FUNCTIONS
- Market, service, and help retain assigned accounts
- Keep the producer informed of the status of the book of business
- Prepare surveys, obtain renewal information, complete applications, obtain markets, deliver policies, and resolve service problems
- Assist with retaining and developing accounts by making recommendations regarding risk handling to the Producer and/or Customer; seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed
- Negotiate with the insurance companies for the most proper coverage options and a competitive price
- Assist the Producer in preparing/making presentations of insurance programs to key accounts/prospects
- Maintain client files on the designated agency management system
- Refer current and prospective clients to the Commercial P&C and Personal Lines Departments for solicitation of those lines of business
- Respond to phone calls from clients and companies; handle difficult customer or claims situations; keep producers informed of important activities on their accounts; determine reasons for requests for cancellations, act to save accounts, and notify producers according to agency guidelines
- Ensure all proposals and submissions, including applications, are complete, accurate, and meet company requirements
- Maintain contact with clients as necessary, including calling on customers (i.e. Enrollment meetings)
- Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs
- Train, as needed, and mentor less experienced Employee Benefits colleagues
- Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
- Participate in seminars and other training to maintain required licenses and for knowledge and skill development
ADDITIONAL RESPONSIBILITIES
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

QualificationsKNOWLEDGE, SKILLS, AND ABILITIES:
- Thorough knowledge of insurance markets
- Ability to travel, both locally, and overnight, up to 15%
- Strong project and team management skills, with demonstrated effective planning and priority-setting
- Effective analytical and organizational skills, with a strong attention to detail
- Effective use of benefit-related software including, but not limited to, Zywave tools (Broker Briefcase, Brokerage Builder, Mywave Plan Advisor), HR Connection, Mineral and Private Exchange
- Ability to manage several complex projects simultaneously, while working under pressure to meet deadlines
- Thorough knowledge of plan designs, with the ability to understand, evaluate and make decisions on proposals (RFP’s)
- Advanced knowledge of all pertinent federal and state regulations, filing, and compliance requirements both adopted and pending affecting employee benefit programs, including ERISA, COBRA, FMLA, ADA, SECTION 125, Worker's Compensation, Medicare, OBRA, and Social Security and DOL requirements
- Excellent presentation skills, with the ability to manage and influence others
- Strong PC skills, with a focus on the Microsoft Office suite of products (Word, Excel, Outlook, Teams) and the ability to effectively utilize agency management systems
- Thorough understanding of financial services underwriting and coverages and ability to interpret abstract information
- Ability to work within a fast-paced, changing priority environment
- Self-motivated, with the initiative to prioritize and be self-directed
- Regular and punctual attendance is required
- Ability to communicate effectively, both verbally, and in writing
- Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
- Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies and the Agency
- Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
QUALIFICATIONS
- 15 – 17 Years of previous employee benefits account management experience preferred
- State-issued life and health insurance license, or the ability to quickly obtain the required
- Bachelor’s degree in a related field, preferred
- Applicable professional insurance designations, including RHU, REBC or CEBC preferred
WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:
- Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
- Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
- Ability to lift up to 20 pounds occasionally
- Requires operation of a computer workstation, including keyboard and video display
- All requirements may be modified to reasonably accommodate physical or mental impairment