Associate Account Executive - Alera Group

Dickerson Insurance, an Alera Group Company is seeking an Associate Account Executive to join their Employee Benefits Team!

Dickerson Employee Benefits was founded more than 50 years ago by Carl Dickerson. From this one-man operation, selling insurance door-to-door, the company has grown to include employee benefits, property and casualty insurance and consulting services among its offerings.

Today, the company is a partner firm of Alera Group.  Alera Group offers industry expertise in insurance services and wealth management, combined with the ability for partner firms to preserve their company cultures, staffing and business models. 

Dickerson Employee Benefits has deep roots in the minority and culturally diverse communities of California. The belief that all people should have equal access to affordable health care is still at the core of the business. From its headquarters near historic Dodger stadium, the company provides sales and service support throughout California and the United States.

The Associate Account Executive is responsible for supporting the Account Executive (AE) in achieving business targets in an assigned book of business, and for continually improving our business relationships to optimize the growth potential with each broker.

Role

• Collaborate with the Account Executive regarding presale/post sale of new business.
• Strategize with Account Executive regarding carriers, products & pricing.
• Provide a high-quality customer experience.
• Respond in a timely manner to all external and internal new business opportunities.
• Review, qualify and process all incoming new case submissions.
• Act as a liaison between the broker and insurance carrier underwriting.
• Demonstrate expert product, systems, and underwriting knowledge to effectively respond to broker/client requests.
• Support Account Executive in broker relations

• Organize and review employee applications, reconcile quarterly wage/tax statement and employer documentation for eligibility on new case submissions for New Case Advocate (NCA) review.
• Provide broker with a complete list of pending items on all group submissions.
• Create tracking on Sharepoint for new groups received.
• Create group scan folder for the tracking log and create uniform folders for all groups and upload all documents into appropriate folders.
• Verify brokers appointments with carriers upon group submission.
• Act as liaison between Account Executive, New Case Advocate and carrier(s) underwriting department regarding any additional data needed from broker/client on a new case submission.
• Coordinate the RFP requests to carrier(s) for large group & ancillary opportunities. Work with Account Executive to identify missing information in large/ancillary RFP’s.
• Oversee submission of mid-size cases (100+) to carriers.
• Prepare, send employer application, and appropriate forms to broker/employer and account executive for sold new group opportunities.
• Complete process of Cobra & POP submissions.
• Follow up to confirm all agreements with broker if applicable.
• Submit benefit modifications after initial enrollment.
• Handle Broker of Record/Account Management requests.

• 3-5 years of health insurance industry experience with knowledge of health insurance terminology and large group products and general offering guidelines
• Intermediate-to-advanced level knowledge of MS Office Suite and ability to quickly learn applicable software programs such as Agency Management and quoting systems.
• Strong proofreading skills and attention to detail

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.

Salary: Starting at $70K+

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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