Senior VP; Employee Benefits Account Executive
About the Job:
Jacobson Associates, Inc.
is hiring! You are responsible for the implementation, management, and retention of a block of business for a firm with 60
years of success and growth! Account Executive responsibilities include:
o Case preparation and summary of all employee benefit programs (including medical, life, short and long-term disability voluntary plans, HRA, HSA, FSA, etc.
), o Compiling client data (census, plan design, etc.
), o Drafting and soliciting RFPs for clients to be sent to vendors as well as generating quotes via quoting software, o Updating policy information; maintaining client and policy data in CRM; in-force policy service (including claims, billing and administrative issues) o Troubleshooting client policy difficulties.
o Open-Enrollment presentations (virtual, phone, in-person) and accompanying producers on sales meetings as subject-matter expert.
If this sounds like a position in which you excel, please connect with us to learn more!About the Firm:
Jacobson Associates, Inc.
is a full-service, employee benefits advisory firm and brokerage, helping our clients attract, retain and reward their most important asset their employee talent.
Over Decades, Across Generations.
You don't reach the level of success and longevity we have worked hard to create over two generations without focusing on relationships.
The key to our success, and ultimately your success, lies in the long-term, personal relationships we create with our clients and with our own team.
We demonstrate how we care for our clients and employees by helping them achieve what they want and need.
Jacobson Associates, Inc.
is a founding member firm of NFP Benefits Partners, one of the largest benefits consulting firms in the country.
We provide solutions which enable client success through expertise, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
What you can expect:
A family-oriented and professional culture.
Hard-working, dedicated and loyal team members.
A culture that always focuses on what's best for the client and treats ALL our relationships with respect.
An extremely competitive compensation package:
Very competitive base salary
incentive compensation.
o Comprehensive medical, o Short and Long-term disability insurance, o Life insurance o Retirement plan with employer match o PTO
holidays o Hybrid workplace o Free Parking o Continuing education financial incentives Mentoring and guidance with the goal of helping you take ownership of your responsibilities.
What we expect:
o Your best efforts to respect the position, the firm, your colleagues and most importantly the clients.
o Compliance with firm policies and procedures.
o Professional demeanor and outstanding interpersonal skills.
o Exceptionally strong verbal and written communication skills.
o Your ability to create and maintain relationships with clients and work with them virtually and in-person.
o Robust knowledge of products and services; recognized as the subject-matter expert.
What is required:
o Undergraduate degree o Life, Accident & Health License o Minimum of 5 years' experience in the employee benefits field (small/mid-market) with either a broker, carrier or benefits administrator.
o Microsoft Office proficiency (Excel, Word, PowerPoint) o Strong attention to detail.
o Industry related designations, such as:
GBDS, CEBS, GBA, HIA (preferred but not required) Recommended Skills Administration Attention To Detail Billing Claim Processing Communication Customer Relationship Management Estimated Salary: $20 to $28 per hour based on qualifications.
Jacobson Associates, Inc.
is hiring! You are responsible for the implementation, management, and retention of a block of business for a firm with 60
years of success and growth! Account Executive responsibilities include:
o Case preparation and summary of all employee benefit programs (including medical, life, short and long-term disability voluntary plans, HRA, HSA, FSA, etc.
), o Compiling client data (census, plan design, etc.
), o Drafting and soliciting RFPs for clients to be sent to vendors as well as generating quotes via quoting software, o Updating policy information; maintaining client and policy data in CRM; in-force policy service (including claims, billing and administrative issues) o Troubleshooting client policy difficulties.
o Open-Enrollment presentations (virtual, phone, in-person) and accompanying producers on sales meetings as subject-matter expert.
If this sounds like a position in which you excel, please connect with us to learn more!About the Firm:
Jacobson Associates, Inc.
is a full-service, employee benefits advisory firm and brokerage, helping our clients attract, retain and reward their most important asset their employee talent.
Over Decades, Across Generations.
You don't reach the level of success and longevity we have worked hard to create over two generations without focusing on relationships.
The key to our success, and ultimately your success, lies in the long-term, personal relationships we create with our clients and with our own team.
We demonstrate how we care for our clients and employees by helping them achieve what they want and need.
Jacobson Associates, Inc.
is a founding member firm of NFP Benefits Partners, one of the largest benefits consulting firms in the country.
We provide solutions which enable client success through expertise, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
What you can expect:
A family-oriented and professional culture.
Hard-working, dedicated and loyal team members.
A culture that always focuses on what's best for the client and treats ALL our relationships with respect.
An extremely competitive compensation package:
Very competitive base salary
incentive compensation.
o Comprehensive medical, o Short and Long-term disability insurance, o Life insurance o Retirement plan with employer match o PTO
holidays o Hybrid workplace o Free Parking o Continuing education financial incentives Mentoring and guidance with the goal of helping you take ownership of your responsibilities.
What we expect:
o Your best efforts to respect the position, the firm, your colleagues and most importantly the clients.
o Compliance with firm policies and procedures.
o Professional demeanor and outstanding interpersonal skills.
o Exceptionally strong verbal and written communication skills.
o Your ability to create and maintain relationships with clients and work with them virtually and in-person.
o Robust knowledge of products and services; recognized as the subject-matter expert.
What is required:
o Undergraduate degree o Life, Accident & Health License o Minimum of 5 years' experience in the employee benefits field (small/mid-market) with either a broker, carrier or benefits administrator.
o Microsoft Office proficiency (Excel, Word, PowerPoint) o Strong attention to detail.
o Industry related designations, such as:
GBDS, CEBS, GBA, HIA (preferred but not required) Recommended Skills Administration Attention To Detail Billing Claim Processing Communication Customer Relationship Management Estimated Salary: $20 to $28 per hour based on qualifications.
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