03 November 2022
Account Executive

Account Executive
Fort Lauderdale, FL
$60K - $90K commisions

Position Summary:
Maintain and strengthen business relationships with an assigned group of clients, using knowledge of insurance markets, products, and competition. Responsible for account management, implementing and renewing group benefit plans, and seek opportunities to increase our services and product offerings. This individual will work closely with Producers, Marketing Reps, and Benefit Consultants.

Primary/Essential Duties include the following:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
• Develop and maintain solid relationships with vendors, as well as internal staff;
• Manage implementation of all carrier or plan changes including verifying plan benefits sold, rates, proper paperwork submission, and coverage verification;
• Support clients in attaining compliance with governmental requirements by staying informed of new legislation and participating in available training;
• Provide customer relations with all levels of client’s decision-makers as well as the day-to-day technical client representatives.
• Ensure Overall Client satisfaction by proactively managing and anticipating the day to day needs of clients through regular phone contact and occasional clients visits;
• Establish a Client Service Plan (per company guidelines) with each client based on mutual goals and objectives and maintain a monthly progress report of Service Plan activities for management review;
• Complete the Marketing Checklist with the Account Managers;
• Manage Quality Control requirements; Maintain account files and oversee that documents are placed into appropriate sections for Quality Control guidelines;
• Review and analyze policies, benefit summaries, SPD’s, forms, and rates for accuracy;
• Work with Producer or Benefits Consultant and Marketing Rep to develop renewal proposals (to be presented by the producer or Benefits Consultant); Responsibilities may include comparative spreadsheets;
• Utilize Agency Management System as required by company policy;
• Oversee coordination of client service initiatives including, but not limited to online enrollment systems, Coordination of Health Fairs and Wellness initiatives, website tools, member surveys, open enrollment materials and meeting schedules, etc.
• Performs any other duties that may be assigned. 

• Language Skills- Ability to read, analyze, and interpret insurance policies, coverage, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions
from managers, clients, customers, and the public.
• Mathematical Skills- Ability to calculate figures and amounts such as discounts, commissions, and percentages.
• Reasoning Ability- Ability to solve practical problems and deal with a variety of concrete variables. Ability to interpret a variety of instructions furnished in written, oral, and schedule form.
• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
• Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
• Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
• Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and can read and interpret written information.
• Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Adaptability—the individual adapts to changes in the work environment, manages competing demands and can deal with frequent change, delays or unexpected events.
• Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

• High School Diploma or General Education Diploma (GED)
• Clear knowledge of Group Benefit Plans.
• Life, Health, and Annuity License (within six (6) months of employment).
• Excellent organizational and time management skills
• Ability to write and verbally communicate in a professional manner.
• Proficient in MS Excel and MS Word.
• 2-3 years Agency experience.

• College Degree
• CEBS designation, is a plus.
• MS Power Point, is a plus
• Insurance Carrier/HR background preferred. 

At ttg, "We believe in making a difference One Person at a Time," ttg OPT.