Insurance Renewal Account Executive II - AlphaStaff

Master Account Executive

Position Summary:  

Work closely with underwriting and implementation on the account management and renewal of all AlphaStaff Master Clients. This position interacts with the assigned book of business, the carriers, AlphaStaff Underwriting Team, and the Benefit Operations Team.

Responsibilities: 

The primary responsibilities of the role include but are not limited to: 

Master New Business:

· Scrubs the CPQ data for the RFP submission to our Master vendors.

· Updates the CPQ.

· Submits the RFP to carriers for ratings.

· Runs the proposals in the proposal tool once the rating is received.

· Submits the medical proposals to include the supplemental and GAP comparisons to the clients. · Joins the Sales team for new business presentations.

· Requests the BCM for sold deals.

· Audits cost masters

· Audits the portals.

· Creates the PPT/Benefits Guides.

· Conducts the open enrollment meetings as the assigned A/E.

Master Renewal Business:

· Joins and participates in carrier pre‐renewal calls.

· Create renewal folders in the P/Drive 90 days pre renewal.

· Runs the renewals in the proposal tool.

· Submits the renewal proposals to include the supplemental and GAP comparisons to the clients. · Joins the HRAM’s with renewal discussions.

· Requests the BCMs.

· Audits portals

· Creates the PPT/Benefits Guides.

· Conducts the open enrollment meetings as the assigned A/E 

MetLife NY Disability:

· Submits the request to add clients to the DBL policy.

· Maintains the spreadsheet with updated client information

Additional Duties:

· Maintains the updated marketing materials for the Masters.

· Acts as the go‐between for the Ben Admin customer‐related questions for the Master clients.

Qualifications: 

· Candidates should have an active 215 insurance license.

· Some knowledge of underwriting with 3+ years of carrier, agency, or PEO experience.

· Knowledge of alternate funding strategies.

· Good communication and Customer service skills.

· Excellent knowledge of Microsoft office.

· Advanced Excel skills.

· Some experience with Salesforce.

· Good follow up skills, detail oriented and relationship driven.

· Customer Service oriented

Compensation and Perks: 

• Competitive salary commensurate with experience.  

• Generous employee benefits package including major medical, dental, vision, virtual care, supplemental plans, HSA, FSA, pet insurance, legal discount plan, and more. 

• Life insurance, accidental death & dismemberment, short term disability, long term disability, and employee assistant program through Health Advocate. 

• 401k plan with company match. 

• Growth and development opportunities. 

• Your holistic wellness matters to us. We have a year-round wellness calendar of events, a corporate wellness coach and personal trainer who manages our wellness program throughout the year, fitness classes, fitness challenges, an employee assistance program for employees and their family members. 

• Employee discount program. 

• PTO, holiday, floating holiday and volunteer time off. 

Company Overview: 

Since 1997, AlphaStaff has delivered HR outsourcing solutions to thousands of small and medium-sized businesses across the country, as well as some large organizations. AlphaStaff is majority-owned by its management team, giving it the freedom to invest in its employees and client relationships to drive long-term value. With a dynamic and adaptable approach, we are constantly finding the best solutions to meet our clients’ needs. We help our clients improve talent management, compliance, employee benefits, and HR technology by creating tailored solutions. Our experienced leadership team is comprised of thought leaders in the human capital management and insurance sectors. We are constantly looking for “athletes” – driven and passionate individuals, to join our dynamic team. Our company culture emphasizes diversity and a collaborative environment where everyone’s opinion is valued. As one team, we have one mission: to create Raving Fans with every interaction as we help our clients solve day-to-day human capital challenges better, faster, smarter. 

Disclaimers: AlphaStaff, Inc. is an equal employment opportunity employer and does not discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), past or present military service, disability, genetic information, or any other basis protected by applicable federal, state, or local laws. AlphaStaff, Inc. also prohibits harassment of applicants or employees based on any of these protected categories.  To help ensure a safe, healthy, and productive work environment for our employees and others, to protect company property, and to ensure efficient operations, AlphaStaff, Inc. has adopted a policy of maintaining a workplace free of drugs and alcohol.  Employees and applicants may be requested to submit to drug and alcohol testing in accordance with applicable law. CCPA Job Applicant Notice at Collection