What are the responsibilities and job description for the Senior Account Executive - Employee Benefits position at Alera Group?
Orion Risk Management, an Alera Group Company, is seeking an Account Executive to join their Employee Benefits team.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you’re looking for, this is your chance to be part of an amazing organization!
As a full-service industry expert, Orion offers a broad range of insurance coverage in property-casualty, workers’ compensation, employee benefits, and captive solutions. In addition, we offer value-added services that elevate us above the ordinary brokerage firm. Specialty services include claims management, self-insured implementation plans, loss portfolio transfers, as well as programs specific within key industries such as construction, manufacturing, and wholesalers. We take pride in our client advocacy and ability to provide unique methods for our clients to minimize their costs. Orion, which was founded in 2001, is licensed nationwide and provides service to our clients from three Southern California locations.
As an Account Executive, the focus of this position is to assume a leadership role over select client relationships providing hands on project management for complex assignments, collaborating closely with the internal team to oversee service delivery. The Account Executive will assume accountability for multi-disciplinary projects, including planning/budgeting, assuring the delivery of quality work products, and lead select client-facing activities.
- Manage a book of business.
- Serves as the day to day point of contact for Leadership of assigned book of business.
- Oversees preparation of Recap, Quarterlies, Pre-Renewal and RFP Process for assigned book of business.
- Oversees the Open Enrollment Process for assigned book of business.
- Conducts open enrollment meetings in their book of business.
- Receives and organizes all quotes from carriers.
- Manages carrier installation process.
- Bachelor’s degree or equivalent combination of education and experience.
- Health/Life insurance licensed, or required in the first 6 months of hire.
- Insurance industry experience required; either from the Broker or Carrier side.
- Knowledge of general business principles, strategic planning, resource allocation, profit/loss requirements, organizational structures, and operational needs.
- Proficient in MS Office Suite.
- Must have extensive experience with Excel.
- Requires travel to networking, prospect, and client locations.
Salary range starts at $ 140,000/yr
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
