Employee Benefit Account Executive
Cabot Risk Strategies, LLC is 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 85+ people. Please visit our web site at: https://www.cabotrisk.com
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 procurement a plus.
Must have a car and be able to travel throughout New England region 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 driver’s license required.
Cabot Risk Strategies, LLC is an Equal Opportunity Employer.
