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Benefits Service Team Lead
NORTH CAROLINA LOCATIONS
Currently seeking an Employee Benefits Service Team Lead for locations in North Carolina including:
The Benefits Team Lead is a trusted advisor who serves our clients by providing strategic product and service information. Qualified candidate will run the Account Management Team and handle a book of accounts. If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we’d like to hear from you!
Responsibilities of the Team Lead include:
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- Assists Team in all aspects of servicing existing clients and maintaining relationships with key decision makers.
- Develops and maintains excellent relationships with insurance company underwriters and representatives to effectively oversee and negotiate the new and renewal marketing process.
- Analyzes carrier underwriting methodologies, validates carrier recommendations, and advises client regarding carrier projections.
- Participates in service meetings with clients and marketing meetings with analysts to secure new business and maintain renewal business.
- Resolves complex, escalated product or service concerns.
- Negotiates program renewals on behalf of client to attain best outcomes.
- Manages Team to achieve optimal workplace efficiency while retaining book of employee benefits accounts
Requirements of the Account Executive:
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- College degree or equivalent combination of education and work experience.
- Excellent understanding of underwriting methodologies.
- Ability to lead internal service team: managing timelines and establishing expectations, reviewing work product for accuracy and assisting in the technical and service development of team members.
- Life and Health license or the ability to obtain within 90 days is required.
- Extraordinary written and verbal communication skills.
- Outstanding presentation skills.
- Advanced Excel skills.