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$85k–$110k/yr
Full-time
associate degree, bachelor degree
Posted 10d ago
~40 hrs/week
Responsibilities
The Employee Benefits Account Executive is responsible for servicing and retaining an established book of business while identifying opportunities for new coverage. They must manage client relationships, negotiate with insurance carriers, and provide expert guidance on policy coverages and risk management.
Requirements
Candidates should have 7-9 years of experience in life and benefits insurance and possess a state-issued life and health insurance license. A bachelor's degree is preferred, along with strong presentation skills and proficiency in agency management systems.
Full job description
Job DetailsJob Location: Phoenix Branch - Phoenix, AZ 85008Position Type: Full TimeEducation Level: 2 Year DegreeSalary Range: $85,000.00 - $110,000.00 SalaryTravel Percentage: NoneJob Shift: DayJob Category: Employee Benefits SupportJob Summary
The Employee Benefits Account Executive is responsible for maintaining and servicing an established book of business, providing excellent customer service, and ensuring retention of existing clients, while seeking the addition of new lines of coverage to that business.
Job Functions
Market, service, develop, and retain assigned accounts Keep producer informed of the status of the book of business and any impending additions or losses Prepare surveys, obtain renewal information, complete applications, obtain markets, deliver policies, and resolve service problems Retain and develop accounts by making recommendations regarding risk handling to the Producer and/or Customer. Seek the most cost-effective requested insurance coverages, prepare proposals, evaluate and recommend other lines of coverage, and provide additional resources for the client as needed Negotiate with the insurance companies for the most proper coverage options and a competitive price Assist the Producer in preparing/making presentations of insurance programs to key accounts/prospects Maintain client files on the computer system Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions Refer current and prospective clients to the Commercial P&C and Personal Lines Departments for solicitation of those lines of business Participate in seminars and other training to maintain required licenses and for knowledge and skill development Respond to phone calls from clients and companies. Handle difficult customer or claims situations. Keep producers informed of important activities on their accounts. Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions. Determine reasons for requests for cancellations, act to save the account, and notify producers according to agency guidelines. Make sure all proposals and submissions, including applications, are complete, accurate, and meet company requirements Maintain contact with clients as necessary, including calling on customers (i.e. Enrollment meetings) Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs
Additional Responsibilities
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.
QualificationsJob Requirements
7 - 9 Years of previous life/benefits experience preferred State-issued life and health insurance license, or the ability to quickly obtain one Bachelor’s degree preferred Applicable professional insurance designations preferred
Knowledge, Skills, and Abilities
Thorough knowledge of insurance markets Ability to travel both locally and overnight, as needed Excellent presentation skills, with the ability to manage and influence others Strong PC skills with the ability to effectively utilize Agency management systems Thorough understanding of financial services underwriting and coverages, and be able to interpret abstract information Ability to work within a fast-paced, changing-priority environment Self-motivated, with the initiative to prioritize and be self-directed Regular and punctual attendance is required Ability to communicate effectively, both verbally and in writing Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Working Conditions
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently Ability to lift up to 20 pounds occasionally Requires operation of a computer workstation, including keyboard and video display All requirements may be modified to reasonably accommodate physical or mental impairment
Related keywords
Employee BenefitsAccount ExecutiveInsuranceLife and Health LicenseUnderwritingRisk ManagementPolicy RenewalClient RetentionAgency Management SystemsEnrollment MeetingsInsurance ProposalsClaims HandlingCommercial P&CPersonal LinesFinancial ServicesCustomer Service
INSURICA, established in 1959, is a family-owned business comprised of independent retail insurance agencies, program administrators, and risk pool managers that specialize in core industries and business disciplines and share their expertise with the entire group.
This unique structure provides INSURICA customers with unparalleled access to the most unique coverage and risk management expertise available, all delivered through a local agent relationship.
From construction to healthcare, energy to education and beyond, our industry-specific knowledge and extensive experience gives us valuable insight into your rare and often challenging needs.
Offices: 5100 N. Classen Blvd., Suite 300, Oklahoma City, OK 73118, US · 1501 Mart Drive, Little Rock, AR 72202, US · 2301 W. Plano Parkway, Suite 108, Plano, TX 75075, US · 4646 E. Van Buren St., Suite 200, Phoenix, AZ 85008, US · 8500 Stockdale Highway, Suite 200, Bakersfield, CA 93311, US
How much do Customer Service & Support jobs in Arizona pay?
Based on 1295 listings with disclosed salaries, most customer service & support jobs in Arizona pay between $47k–$108k per year. Individual offers vary with seniority, company size, and specialization.
How many Customer Service & Support jobs are open in Arizona right now?
There are currently 17,926 open customer service & support positions in Arizona listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Arizona?
Companies currently hiring include Domino's, Kroger, Circle K, Great Clips Inc., Costco Wholesale, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Arizona?
Yes — 1139 of the 17926 open customer service & support positions offer remote or hybrid work (502 remote, 637 hybrid).
How do I apply for Customer Service & Support jobs in Arizona?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
Customer Service & Support jobs by city in Arizona