Employee Benefits - Account Executive

The employee benefits Account Executive will be responsible for high-level customer experience/services. Working a non-select book of business which is made up of large and/or self-funded clients. Key focus is around retention and rounding out of accounts.

Essential Duties & Responsibilities

• Develop, implement and manage client Service Plans with Producer and Account Management team.
• Meet with clients on a regular basis as determined by the client service plan.
• Cross-sell existing business in personal book and co-produced accounts responsible to retain.
• Assist with necessary marketing for preparation of bid specifications and new sales process.
• Assist with marketing on top accounts to verify bids meet the specifications.
• Assist Producer and Account Manager in pre-renewal meetings as set in the workflow procedures and accounts defined by the agency.
• Prepare Stewardship Report prior to pre-renewal/proposal meetings.
• Maintain a proactive service approach and relationship with clients.
• Assist Producers, Marketing and Account Manager in renewal strategy.
• Generate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients.
• Proof policies for accuracy of coverage and contract terms on accounts defined by agency.
• Assist in solving escalated service issues when needed.
• Assist in renewal/new proposals/presentations to existing clients and prospects if needed.
• Document service issues and meetings/phone calls with client in the EPIC Agency Management system.
• Utilization of ALL technology tools and resources to create internal and external efficiencies and provide value added services to customers.
• Oversee client education and communication needs.

Qualifications & Experience

Education:

• Bachelor’s degree in Business or any other related degree

Experience:

• Related experience includes previous sales & service experience, preferably in Life & Health insurance industry

Licenses & Certifications

• Life & Health License
• Additional Designations preferred

Skills & Competencies

• Strong verbal and written communication skills with the ability to build effective relationships

• Excellent analytical, problem-solving, and decision-making abilities

• Ability to research issues, review materials for accuracy, and clearly summarize policy information for clients

• Proficiency in Microsoft Office products, including Teams and Outlook

• Highly organized with strong attention to detail and the ability to manage multiple priorities

• Self-starter who demonstrates initiative and can work both independently and collaboratively

• Positive, team-oriented attitude with a strong customer service mindset and passion for the insurance industry

Why Work for Ansay?

Ansay is a growing, employee-focused insurance agency with strong community roots. We value collaboration, continuous improvement, and professional growth, and we invest in our people through training, technology, and career development opportunities.

At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations - It’s the Ansay Way! As such the following core values guide our behaviors: Respect – Compassionate and Loyal Integrity – Honesty and Trustworthy, Accountability – Responsible for Actions & Results, Passion – Unfailing Dedication & Pride In Work, Positive “I Can Do” Mentality – Constant, Never-Ending Improvement, Excellence / Professionalism – High Expectations & Pursuit of Opportunities to further our Capabilities 

Benefits & Perks

• Competitive compensation
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and paid holidays
• Professional development and designation support
• Career growth opportunities