Account Executive, Employee Benefits at Unison Risk Advisors (Albuquerque, New Mexico, United States)

In short

Manage service delivery and renewal processes for small-group employee benefits clients, including implementing coverage changes and coordinating with consultants, carriers, and internal teams. Support plan design, financial analysis, compliance, client education, and strategic solutions to provide a strong client experience.

What they're looking for

MUST-HAVE SKILLS

3+ years similar role in insuranceLife and Health license

ALSO MENTIONED

Client service experienceMicrosoft OfficeFinancial analysis and forecasting of benefits

Requires at least three years of experience in a similar role in insurance, risk management, or financial services, plus a Life and Health license or the ability to obtain one within three months of employment. Candidates should have strong client-service, communication, organizational, analytical, and prioritization skills, along with proficiency in Microsoft Office.

About the employer

Unison Risk Advisors

Unison Risk Advisors is one of the top privately-held insurance brokerages in the nation. Through its regional operating companies, Unison Risk Advisors provides risk management services, commercial property and casualty insurance, employee benefits and health insurance, personal and life insurance, and retirement plan services to corporate and individual clients in a diverse set of industries. Unison Risk Advisors is committed to an independent brokerage service model guided by the belief that clients are best served by professionally managed and well-resourced firms that can act independently upon the best interests of the client.

INDUSTRY: Insurance
COMPANY: Privately Held
FOUNDED: 2020
SIZE: 1,001-5,000on LinkedIn

Questions about this role

Is this Unison Risk Advisors role remote?: Tagged on site.
Does it sponsor visas?: Listed as no visa sponsorship.
What experience does it ask for?: Listed as 2-5 years.

The posting, in full

JOIN THE GIBSON TEAM AND FIND YOUR EDGE!As a majority employee-owned organization, our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps them find and own their edge.Our Core Values are lived in our business and our culture is fueled by them.<ul style="margin-top: 0in;" type="disc"><li class="MsoNormalCxSpMiddle" style="mso-list: l3 level1 lfo1; tab-stops: list .5in;">Create a Great Experience</li><li class="MsoNormalCxSpMiddle" style="mso-list: l3 level1 lfo1; tab-stops: list .5in;">Do the Right Thing</li><li class="MsoNormalCxSpMiddle" style="mso-list: l3 level1 lfo1; tab-stops: list .5in;">Play for Each Other</li><li class="MsoNormalCxSpMiddle" style="mso-list: l3 level1 lfo1; tab-stops: list .5in;">Pursue Growth</li><li class="MsoNormalCxSpMiddle" style="mso-list: l3 level1 lfo1; tab-stops: list .5in;">Own Your Future</li></ul>SUMMARYThe Account Executive provides efficient, professional, and courteous service to our Small Group Employee Benefits clients. In conjunction with the team, the Account Executive plans and executes an appropriate service plan for each client. The Account Executive will coordinate with service and sales as appropriate to create a meaningful and impactful client experience.In this role, you will contribute to the team by:<ul><li>Providing Gibson Client experience to existing accounts and potential clients</li><li class="MsoNormalCxSpMiddle">Managing internal renewal processes and timelines for book of business</li><li class="MsoNormalCxSpMiddle">Leading implementation of new lines of coverage and carrier changes</li><li>Maintaining the account in conjunction with the Consultant/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts</li><li class="MsoNormalCxSpMiddle">Communicating with carriers in a professional manner to negotiate the needs of the client</li><li>Conducting group education and enrollment meetings at client sites or vie webinar as required</li><li class="MsoNormalCxSpFirst">Communicating due dates, timelines, and expectations to Consultant/Client Executive, clients and partners</li><li class="MsoNormalCxSpMiddle">Identifying problems, summarizing and developing strategic solutions with the Consultant/Client Executive</li><li class="MsoNormalCxSpMiddle">Assisting Consultant/Client Executives in the financial analysis and forecasting of benefits and in decision making regarding the inclusion/exclusion of plan benefits, and in coordinating with the Consultant/Client Executive in the annual RFP process</li><li class="MsoNormalCxSpMiddle">Providing client with required compliance information</li><li class="MsoNormalCxSpMiddle">Attending onsite and offsite client meetings as necessary</li><li class="MsoNormalCxSpMiddle">Acting as a backup to team personnel when necessary</li><li class="MsoNormalCxSpMiddle"> Maintaining confidential information</li><li class="MsoNormalCxSpMiddle">Performing other duties and special projects as assigned</li></ul>You might be a great fit for this role if you:<ul><li class="MsoNormalCxSpMiddle">Love delivering a great client experience</li><li class="MsoNormalCxSpMiddle">Have prior experience in a client service environment or formal education within the insurance, risk management or financial services industry</li><li class="MsoNormalCxSpMiddle">Enjoy working in a fast-paced environment</li><li class="MsoNormalCxSpMiddle">Have a high attention to detail</li><li class="MsoNormalCxSpMiddle">Possess exceptional prioritization skills with the ability to meet multiple deadlines</li><li class="MsoNormalCxSpMiddle">Have excellent organizational and time management skills</li><li class="MsoNormalCxSpMiddle">Have the ability to collect and organize data from various sources to support the client service team</li><li class="MsoNormalCxSpMiddle">Have superb communication skills, both written and verbal</li><li class="MsoNormalCxSpMiddle">Are proficient in Microsoft Office, including Outlook, Excel, Word, PowerPoint, and Calendar management</li><li class="MsoNormalCxSpMiddle">Enjoy prioritizing multiple projects/tasks</li><li class="MsoNormalCxSpMiddle">Can adapt quickly to internal and external requests</li><li class="MsoNormalCxSpMiddle">Have strong analytical and reasoning skills</li><li class="MsoNormalCxSpMiddle">Enjoy collecting, analyzing, and interpreting data from various sources to create workflows and develop service plans for clients</li><li class="MsoNormalCxSpMiddle">Can proactively and independently manage deadlines</li></ul>Required:<ul><li class="MsoNormalCxSpMiddle">Must have 3+ years of experience in a similar role within the insurance, risk management, or financial services industry</li><li class="MsoNormalCxSpMiddle">Life and Health license (or ability to obtain the license within 3 months of employment)</li></ul>About Gibson:We exist to pursue the best interests of our clients. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can’t – or don’t bother to. That’s how we get to the proactive side of insurance, where our clients really gain their edge.Here are some noteworthy facts about Gibson:<ul style="margin-top: 0in;" type="disc"><li class="MsoNormalCxSpMiddle" style="mso-list: l1 level1 lfo5; tab-stops: list .5in;">Founded in 1933</li><li class="MsoNormalCxSpMiddle" style="mso-list: l1 level1 lfo5; tab-stops: list .5in;">Majority Employee-Owned</li><li class="MsoNormalCxSpMiddle" style="mso-list: l1 level1 lfo5; tab-stops: list .5in;">Business Insurance Top 100 U.S. Broker</li><li class="MsoNormalCxSpMiddle" style="mso-list: l1 level1 lfo5; tab-stops: list .5in;">Designated as one of the Best Places to Work</li><li class="MsoNormalCxSpMiddle" style="mso-list: l1 level1 lfo5; tab-stops: list .5in;">Locations in South Bend, IN, Fort Wayne, IN, Indianapolis, IN, Chicago, IL, Kalamazoo, MI, Phoenix, AZ, Tucson, AZ, Salt Lake City, UT</li><li class="MsoNormalCxSpMiddle" style="mso-list: l1 level1 lfo5; tab-stops: list .5in;">A member of the Unison Risk Advisors platform of companies</li><li class="MsoNormalCxSpMiddle" style="mso-list: l1 level1 lfo5; tab-stops: list .5in;">Comprehensive benefit offering available to choose from</li></ul>

▶ READ THE FULL POSTING

JOIN THE GIBSON TEAM AND FIND YOUR EDGE!As a majority employee-owned organization, our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps them find and own their edge.Our Core Values are lived in our business and our culture is fueled by them.<ul style="margin-top: 0in;" type="disc"><li class="MsoNormalCxSpMiddle" style="mso-list: l3 level1 lfo1; tab-stops: list .5in;">Create a Great Experience</li><li class="MsoNormalCxSpMiddle" style="mso-list: l3 level1 lfo1; tab-stops: list .5in;">Do the Right Thing</li><li class="MsoNormalCxSpMiddle" style="mso-list: l3 level1 lfo1; tab-stops: list .5in;">Play for Each Other</li><li class="MsoNormalCxSpMiddle" style="mso-list: l3 level1 lfo1; tab-stops: list .5in;">Pursue Growth</li><li class="MsoNormalCxSpMiddle" style="mso-list: l3 level1 lfo1; tab-stops: list .5in;">Own Your Future</li></ul>SUMMARYThe Account Executive provides efficient, professional, and courteous service to our Small Group Employee Benefits clients. In conjunction with the team, the Account Executive plans and executes an appropriate service plan for each client. The Account Executive will coordinate with service and sales as appropriate to create a meaningful and impactful client experience.In this role, you will contribute to the team by:<ul><li>Providing Gibson Client experience to existing accounts and potential clients</li><li class="MsoNormalCxSpMiddle">Managing internal renewal processes and timelines for book of business</li><li class="MsoNormalCxSpMiddle">Leading implementation of new lines of coverage and carrier changes</li><li>Maintaining the account in conjunction with the Consultant/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts</li><li class="MsoNormalCxSpMiddle">Communicating with carriers in a professional manner to negotiate the needs of the client</li><li>Conducting group education and enrollment meetings at client sites or vie webinar as required</li><li class="MsoNormalCxSpFirst">Communicating due dates, timelines, and expectations to Consultant/Client Executive, clients and partners</li><li class="MsoNormalCxSpMiddle">Identifying problems, summarizing and developing strategic solutions with the Consultant/Client Executive</li><li class="MsoNormalCxSpMiddle">Assisting Consultant/Client Executives in the financial analysis and forecasting of benefits and in decision making regarding the inclusion/exclusion of plan benefits, and in coordinating with the Consultant/Client Executive in the annual RFP process</li><li class="MsoNormalCxSpMiddle">Providing client with required compliance information</li><li class="MsoNormalCxSpMiddle">Attending onsite and offsite client meetings as necessary</li><li class="MsoNormalCxSpMiddle">Acting as a backup to team personnel when necessary</li><li class="MsoNormalCxSpMiddle"> Maintaining confidential information</li><li class="MsoNormalCxSpMiddle">Performing other duties and special projects as assigned</li></ul>You might be a great fit for this role if you:<ul><li class="MsoNormalCxSpMiddle">Love delivering a great client experience</li><li class="MsoNormalCxSpMiddle">Have prior experience in a client service environment or formal education within the insurance, risk management or financial services industry</li><li class="MsoNormalCxSpMiddle">Enjoy working in a fast-paced environment</li><li class="MsoNormalCxSpMiddle">Have a high attention to detail</li><li class="MsoNormalCxSpMiddle">Possess exceptional prioritization skills with the ability to meet multiple deadlines</li><li class="MsoNormalCxSpMiddle">Have excellent organizational and time management skills</li><li class="MsoNormalCxSpMiddle">Have the ability to collect and organize data from various sources to support the client service team</li><li class="MsoNormalCxSpMiddle">Have superb communication skills, both written and verbal</li><li class="MsoNormalCxSpMiddle">Are proficient in Microsoft Office, including Outlook, Excel, Word, PowerPoint, and Calendar management</li><li class="MsoNormalCxSpMiddle">Enjoy prioritizing multiple projects/tasks</li><li class="MsoNormalCxSpMiddle">Can adapt quickly to internal and external requests</li><li class="MsoNormalCxSpMiddle">Have strong analytical and reasoning skills</li><li class="MsoNormalCxSpMiddle">Enjoy collecting, analyzing, and interpreting data from various sources to create workflows and develop service plans for clients</li><li class="MsoNormalCxSpMiddle">Can proactively and independently manage deadlines</li></ul>Required:<ul><li class="MsoNormalCxSpMiddle">Must have 3+ years of experience in a similar role within the insurance, risk management, or financial services industry</li><li class="MsoNormalCxSpMiddle">Life and Health license (or ability to obtain the license within 3 months of employment)</li></ul>About Gibson:We exist to pursue the best interests of our clients. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can’t – or don’t bother to. That’s how we get to the proactive side of insurance, where our clients really gain their edge.Here are some noteworthy facts about Gibson:<ul style="margin-top: 0in;" type="disc"><li class="MsoNormalCxSpMiddle" style="mso-list: l1 level1 lfo5; tab-stops: list .5in;">Founded in 1933</li><li class="MsoNormalCxSpMiddle" style="mso-list: l1 level1 lfo5; tab-stops: list .5in;">Majority Employee-Owned</li><li class="MsoNormalCxSpMiddle" style="mso-list: l1 level1 lfo5; tab-stops: list .5in;">Business Insurance Top 100 U.S. Broker</li><li class="MsoNormalCxSpMiddle" style="mso-list: l1 level1 lfo5; tab-stops: list .5in;">Designated as one of the Best Places to Work</li><li class="MsoNormalCxSpMiddle" style="mso-list: l1 level1 lfo5; tab-stops: list .5in;">Locations in South Bend, IN, Fort Wayne, IN, Indianapolis, IN, Chicago, IL, Kalamazoo, MI, Phoenix, AZ, Tucson, AZ, Salt Lake City, UT</li><li class="MsoNormalCxSpMiddle" style="mso-list: l1 level1 lfo5; tab-stops: list .5in;">A member of the Unison Risk Advisors platform of companies</li><li class="MsoNormalCxSpMiddle" style="mso-list: l1 level1 lfo5; tab-stops: list .5in;">Comprehensive benefit offering available to choose from</li></ul>

Similar roles open now

HCM Account Executive

PAYLOCITY CORPORATION

Dallas, Texas$58k–$108kRemote

EMPLOYER'S OWN SITE

POSTED TODAY

Territory Account Executive , SMB - East Baltimore, MD

Toast

Baltimore, Maryland$128k–$205kOn site

EMPLOYER'S OWN SITE

POSTED TODAY

Major Account Executive, TOLA

Wiz, Inc.

Dallas, Texas$166k–$190kOn site

EMPLOYER'S OWN SITE

POSTED TODAY

Medical Sales Account Executive

Rotech Healthcare Inc.

Man, West Virginia$40k–$48kOn site

EMPLOYER'S OWN SITE

POSTED TODAY

Sales CRM Account Executive

ServiceNow

New York, New York$126k–$209kRemote

EMPLOYER'S OWN SITE

POSTED TODAY

All 1643 Account Executive roles in United States

Account Executive, Employee Benefits

In short

What they're looking for

About the employer

Is your LinkedIn profile ready for roles like this?

Questions about this role

The posting, in full

Similar roles open now