Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth
September 15
Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth
• Proactively manage a full book of business while providing M&A/Due Diligence support • Building and maintaining constructive relationships with clients by exceeding expectations and service delivery • Maintaining clear communication with internal colleagues, clients, and insurance carriers/vendors • Develop marketing strategies to obtain competitive pricing, funding, and plan design opportunities • Marketing coverage (RFP process) and requesting health and welfare plan renewals • Preparing annual Open Enrollment communications for each client’s employee population
• Minimum 10 + years’ experience within the employee benefits industry • M&A/Due Diligence experience preferred, but not required • Valid State Life, Accident and Health brokers’ license • Knowledge of financial underwriting, self-insurance (Medical/Rx), and alternative funding programs (captives, RBP, etc.) programs • Experience in growing new revenue with current clients as well as contributing to new client acquisition where applicable
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