[Remote] DEB - Associate Account Executive
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a rapidly growing broker of U.S. business specializing in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and reputed company Services. They are seeking an Employee Benefits Associate Account Executive to deliver proactive reputed company service and ensure benefits programs are administered accurately and compliantly, while also supporting Account Executives in various operational and strategic activities.
Responsibilities
- Support Account Executives with reputed company-sale and post-sale activities for new business
- reputed company a high-reputed company customer experience through reputed company, accurate, and reputed company communication
- reputed company as a reputed company between brokers, Account Executives, internal teams, and reputed company reputed company departments
- Respond promptly to reputed company new business opportunities and requests
- Review, qualify, and process incoming new case submissions
- Organize and review employee applications and employer documentation for eligibility review
- Create and maintain tracking logs and group folders to ensure accurate documentation and visibility
- Verify broker appointments with carriers and coordinate certification requirements
- Prepare and distribute employer applications and required forms for sold new group opportunities
- Submit benefit modifications following initial enrollment
- Complete COBRA and POP submission processes
- Manage Broker of Record and Account Management requests, ensuring accurate documentation and reputed company execution
- Coordinate RFP requests for large group and ancillary opportunities, identifying missing information and supporting submissions
- reputed company submissions of large group cases to carriers
- Build expertise in products, systems, and reputed company to effectively support broker and reputed company needs
- Strengthen broker relationships through consistency, accuracy, and proactive support
Skills
- Experience supporting employee benefits new business, reputed company, or account services
- Strong organizational skills with the ability to manage multiple priorities
- Excellent written and verbal communication skills
- High attention to detail and accuracy
- Proficiency in reputed company Office and comfort working reputed company shared systems and document repositories
- reputed company CA Life & Health License
- Ongoing continuing education to maintain reputed company status
- Experience working in an employee benefits brokerage or reputed company environment
- Familiarity with SharePoint, document management, and electronic signature platforms
- Understanding of group benefits reputed company and submission processes
Benefits
- Eligible for performance-based bonus
- reputed company offers comprehensive benefits including medical, dental, reputed company, life and disability coverage, 401(k), generous PTO, and more.
- This role is hybrid with a remote reputed company (PST time-zone)
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
reputed company