Benefits Account Executive

DiStefano Insurance Services, Inc., is seeking an experienced Benefits Account Executive for our Life and Health Benefits division. If you are client-focused, an excellent communicator, and someone who will dig deep to ensure the job is done successfully, we want to talk to you about the impact you could make as a member of our team.

What Joining Our Team Means:

DiStefano Insurance Services, Inc., traces its roots back to 1931 and is headquartered in Canal Fulton, Ohio. Over the years, the agency has evolved to become…

• A full-service independent insurance organization
• With more than 40 professionals
• Offering employee benefits and commercial property / casualty insurance to businesses of all sizes as well as personal insurance products.

Our focus on respect, honesty, integrity, and going the extra mile has enabled us to continually offer extraordinary value to our clients as well as our employees.

Position Summary:

The Benefits Account Executive is responsible for providing service, guidance, and technical expertise for Benefits Clients, as well as personally managing their assigned book of clients. Under the direction of the Department Manager, this position will work closely with the Benefits Team to grow the existing client base and maximize cross-selling opportunities.

Essential Duties and Responsibilities:

• Develop and maintain a comprehensive working knowledge of employer group benefits trends, general administration, and compliance
• Manage implementation and administration of client benefits and policies
• Regularly analyze customer satisfaction, retention, and other relevant data for opportunities to enhance customer service and increase referrals
• Recognize opportunities for product and service quality improvement initiatives
• Regularly review best practices and effective workflows within the department, including client service and delivery, proposal submissions, and general administration.
• Participate in employer benefit meetings and prepare presentations for client appointments
• Attend carrier meetings for policy and compliance updates
• Actively support and serve as a role model for company mission and core values

Qualifications:

• 2-3 years insurance and/or HR experience preferred
• Life and Health License and Designations required; company will provide.
• Outstanding written and verbal communication as well as interpersonal skills; must be an effective communicator with the ability to build and maintain relationships
• Excellent presentation skills with the ability to create and deliver presentations to individuals as well as varied groups of people
• Strong analytical capabilities; ability to read, analyze, and interpret complex information and apply to practical situations
• Established history of personal initiative, efficiency, attention to detail, managing multiple projects simultaneously, and performing quality work within deadlines with or without supervision
• PC proficiency required, including MS Office. Knowledge of other industry-specific or custom software a plus.

DiStefano Insurance Services, Inc. is an Equal Opportunity Employer and offers a competitive compensation and comprehensive benefits package. If you are a highly motivated professional looking for a great career move and a company that continually fosters and innovates upon the entrepreneurial spirit, it is time to look at DiStefano Insurance Services, Inc. For more information, visit our website: https://www.disagency.com. Join our team today!

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Contract type:

• Permanent

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Experience:

• group benefits: 2 years (Preferred)

License/Certification:

• Life and Health License and Designations (Preferred)

Work Location: One location

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