Job Description Summary

Role, Function & Organization

The Employee Benefits Select Account Executive will be responsible for high-level customer experience/service. Working with the select book of business clients on their benefit package.  Drive organic growth by cross sales and as a referral source for Producers.

At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations - It’s the Ansay Way! As such the following core values guide our behaviors: Respect – Compassionate and Loyal Integrity – Honesty and Trustworthy, Accountability – Responsible for Actions & Results, Passion – Unfailing Dedication & Pride In Work, Positive “I Can Do” Mentality – Constant, Never-Ending Improvement, Excellence / Professionalism – High Expectations & Pursuit of Opportunities to further our Capabilities – Ansay Strategic Initiatives

Essential Duties and Responsibilities

Essential Functions:

• Cross-sell existing business in personal book and co-produced accounts responsible to retain.
• Handle marketing for preparation of bid specifications and new sales process. 
• Maintain a proactive service approach and relationship with clients. 
• Generate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients 
• Proof policies for accuracy of coverage and contract terms on accounts defined by agency. 
• Assist/handle in solving escalated service issues when needed
• Assist/handle renewal and new proposals/presentations to existing clients and prospects if needed. 
• Document service issues and meetings/phone calls with client in the EPIC Agency Management system. 
• Utilization of all technology tools and resources to create internal and external efficiencies and provide value added services to customers. 
• Oversee client educations and communication needs. 
• Continue professional development (i.e. keep current with industry changes, continuous sales development, pursue professional designations, etc.)
• Maintain appropriate license requirements

Qualifications and Requirements

• Bachelor's Degree in Business or any other related degree
• Related experience includes previous sales and service experience, preferably in the Life & Health insurance industry
• Life & Health licensed and additional designations preferred. 
• Must have a positive "can-do" attitude, possess a passion for insurance, and be a self-starter who regularly demonstrates initiative. 
• Must have the ability to identify and research problems, review materials for accuracy and to summarize policies for customers. 
• Other requirements include effective oral and written communication skills, and proficiency in Microsoft Teams and Outlook