Account Executive Benefits
Woburn, MA - USA
Job Summary
Employee Benefit Account Executive
Cabot Risk Strategies LLCis a dynamic and highly experienced team of insurance professionals dedicated to delivering quality services to our clients. Our goal is to help our clients effectively manage risk through insured solutions. As a full-service insurance brokerage and consulting firm we provide our clients a leading property liability and employee benefits practice delivering best-in-class solutions and services. Based in Woburn MA Cabot Risk Strategies is easily accessed off of 93 and 128 and employs 100 people. Please visit our web site at:
This is a remote position that requires candidates to reside in Western MA. It also requires travel to the corporate office in Woburn 1-2 times per month.
Primary Responsibilities:
- Annually maintain high client retention.
- Develop client account 12-month service plan for each account.
- Maintain frequent contact with clients by on-site visitations e-mail telephone and presentations.
- Achieve client satisfaction through contact with key municipal officials Boards and/or committees. Provide consultative educational and informational sessions.
- Develop 3-year strategy to provide desired product mix including cross selling additional products and services
- Report regularly to sales and marketing team. Communicate client issues and resolve promptly.
- Attend on-site and off-site meetings as necessary.
- Manage competitive product and services information.
- Other duties
Knowledge Skills and Abilities:
- Minimum five years insurance brokerage or health insurance carrier experience with a thorough understanding of group medical plans and strong working knowledge of multiple ancillary plans; dental life STD LTD etc. College degree required.
- Must have a valid Massachusetts Resident individual Producer License in health and life lines of insurance.
- Proficient in Health & Welfare compliance matters (i.e. ACA HIPAA COBRA 5500 DOL etc.)
- Superior business development skills required with excellent interpersonal and communication skills both written and verbal with an ability to deliver group presentations.
- A knowledge of municipal employee benefits programs a plus.
- Must have a car and be able to travel statewide as needs dictate.
- Computer proficiency in Microsoft Office suite.
- Ability to work effectively and collaboratively with all levels of internal staff management external clients prospects and vendors.
- Valid drivers license required.
Cabot Risk Strategies LLC is an Equal Opportunity Employer.
Required Experience:
IC
About Company
Cabot Risk Strategies LLC provides personal, business, employee benefits, and insurance by industry solutions for MA, NH, ME, CT, and RI.