Crest Insurance Group logo

Account Executive-Employee Benefits Services

Crest Insurance Group
  • Tempe, AZ
  • Full-time
  • Quick Apply
14 days ago

Job Description

Join One of Arizona's Best Places to WorkAt Crest Insurance Group, we believe exceptional client service starts with exceptional employees. Recognized as the #2 Best Place to Work in the Phoenix area, Crest has built a culture that values collaboration, professional growth, work-life balance, and employee well-being.We offer a competitive salary, a robust benefits package, opportunities for ongoing professional development, and a supportive environment where team members are empowered to make an impact. If you're looking for a career with a respected industry leader that prioritizes both client success and employee satisfaction, we'd love to meet you.We are seeking an experienced Employee Benefits Account Executive to serve as a trusted advisor to clients, partner closely with Producers, and lead account service teams in delivering strategic employee benefits solutions. This role offers the opportunity to work directly with executive leadership teams, manage complex benefit programs, and help organizations navigate today's evolving benefits landscape.Then continue with the remainder of the posting:What You'll DoServe as the primary day-to-day advisor for a portfolio of employee benefits clientsBuild and maintain strong relationships with clients, carriers, and vendor partnersLead benefit plan renewals, marketing efforts, requests for proposals (RFPs), and strategic planning initiativesPresent renewal strategies, plan recommendations, and compliance updates to client leadership teamsCoordinate benefit implementations, enrollment projects, plan changes, and vendor integrationsAssist clients with claims, billing, administrative, and compliance-related questionsFacilitate stewardship meetings and ongoing service reviewsPartner with Producers to identify growth and cross-selling opportunitiesMentor and support Account Management team members while helping drive service excellenceMaintain accurate client records and activities within the agency management systemWhat We're Looking ForStrong knowledge of employee benefits products, plan design, underwriting concepts, claims, billing, and administrationExperience managing complex client relationships and consulting with executive-level decision-makersUnderstanding of employee benefits regulations, including ACA, HIPAA, COBRA, ERISA, and related compliance requirementsExceptional communication, presentation, project management, and problem-solving skillsAbility to manage multiple priorities while delivering outstanding client serviceProficiency with Microsoft Office, Applied EPIC, Employee Navigator, and related technology platformsQualificationsBachelor's degree preferredHigh School Diploma/GED with substantial related experience considered6+ years of employee benefits insurance experienceActive Health & Life Insurance License requiredValid driver's license and ability to travel locally as neededWhy Crest?Recognized as one of Arizona's top workplacesCompetitive compensation packageComprehensive medical, dental, vision, and retirement benefitsStrong work-life balance and employee-centric cultureCareer advancement and professional development opportunitiesCollaborative and supportive team environmentOpportunity to work with sophisticated clients and make a meaningful impactReady to grow your career with one of Arizona's most respected insurance organizations? Apply today and join the Crest team.

Numbers & Facts

LocationTempe, AZ
Job TypeFull-time
IndustryInsurance
Company Size100 to 499 employees
Websitehttp://www.crestins.com

About Company

On June 1st, 2010, Cody Ritchie became the president of the Crest Insurance Group. Ritchie had the intention to develop the Group into the premier Arizonian agency. Now, years later, Crest has offices in Tucson, Scottsdale, Flagstaff, Sierra Vista and San Diego. At Crest Insurance, we take pride in our ability to serve all markets while retaining all the hallmarks of a local agency. Because of this, we still offer real, face to face service along with close connections to our local clients. For us, our client’s satisfaction is a priority and we leave no stone unturned when it comes to offering the most remarkable insurance services. Insurance is not just for you, it’s for your family, your business and your loved ones.

Skills

  • Billingunmatched
  • COBRA (Consolidated Omnibus Budget Reconciliation Act of 1985)unmatched
  • Compensation and Benefitsunmatched
  • Consultingunmatched
  • Cross-Sellingunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Support/Serviceunmatched
  • Driver's Licenseunmatched
  • ERISA (Employee Retirement Income Security Act of 1974)unmatched
  • Employee Benefitsunmatched
  • Establish Prioritiesunmatched
  • Executive Relationshipsunmatched
  • HIPAA (Health Insurance Portability and Accountability Act)unmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Leadershipunmatched
  • Life Insuranceunmatched
  • Marketing Planunmatched
  • Microsoft Officeunmatched
  • Multitaskingunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Product Designunmatched
  • Project Planningunmatched
  • Project/Program Managementunmatched
  • Regulationsunmatched
  • Request for Proposals (RFP)unmatched
  • Sales Managementunmatched
  • Sales Supportunmatched
  • Stewardshipunmatched
  • Strategic Planningunmatched
  • Team Lead/Managerunmatched
  • Underwritingunmatched
  • Vendor/Supplier Planningunmatched
  • Willing to Travelunmatched

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