Analysis Skills, Coaching, Compensation and Benefits, Customer/Client Research, Employee Benefits, Marketing, Mentoring, Performance Reviews, Policy Evaluation, Resolve Customer Issues, Sales Management, Team Lead/Manager
- Manage all supervisors, account managers, and assistant account managers.
- Mentor, coach, hire, and evaluate all staff in the employee benefits space.
- Evaluate all policies and procedures and find better, more efficient ways to do things.
- Work a desk and back up staff when needed.
- Be a technical resource for the team.
- Manage workflow issues.
- Make sure staff feel appreciated.
- Audit books of business on a regular basis.
- Act as the primary contact between client, prospect, agency, and producer; represent the agency in handling complaints, arbitrating disputes, or resolving grievances.
- Initiate and handle marketing of the account beginning 120 days prior to the renewal date. Gather the necessary information regarding new/existing accounts and submit this information to the various and appropriate carriers to obtain proposals; investigate carrier products; and analyze and review clients’ data to recommend appropriate plans and proposals to offer the client.
- Conduct open enrollment presentations in front of an audience.
- A minimum of 6 years in benefits with at least 3 years as an account executive or team lead. Strong knowledge of complex benefits accounts.
- A life and health license is a must, as is independent agency experience.
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Criterion Executive Search
Since 1981, our mission at
Criterion Executive Search
, Inc is to ensure the ongoing success of our clients and our candidates by effectively delivering on-target performance coupled with the highest degree of professionalism in differing markets. While striving to deliver excellent consulting services, CES has become recognized as one of the nation's leading executive staffing & recruitment firms.
Whether you are an employer with executive staffing needs, or performing an executive search with a view to enhancing your career, we react swiftly in the fulfillment of your goals. Our specialized teams of Insurance Recruiters, IT Recruiters, Goverment Solutions Providers, Healthcare Recruiters, or Audit & Finance Recruiters can help assist you in locating both executive & non-executive job positions.
20 to 49 employees
Staffing/Employment Agencies