Employee Benefits Account Executive (Hybrid)

About Safegard, A Division of Patriot Growth Insurance Services: The Safegard Group, Inc. is a regional insurance brokerage and risk management consulting agency that services corporate, institutional, professional, and individual clients. We take a partnership approach to providing custom designed insurance programs and risk management solutions. Safegard is dedicated to superior service that is often not evident in the brokerage community. We have experienced outstanding growth since our 1994 inception, and we continue to selectively solicit accounts that value our technical and service capabilities. By utilizing our long-term relationships with insurers, third party providers, and key industry resources, we are able to provide comprehensive solutions and services to our clients. Safegard has three primary business divisions: Commercial Lines, Personal Lines, and Employee Benefits. We are a proud partner agency of Patriot Growth Insurance Services.

Position Overview: The Employee Benefits Account Executive will be responsible for assisting in leading the implementation, service, and marketing of new and active large group employee benefits clients. The position will be responsible for the retention and growth of existing clients by building strong relationships and ensuring clients are provided with superior customer service. The ideal candidate manages accounts effectively, performs and identifies areas for process improvement within the department, strategies plan analysis and design, and negotiates with carriers.

Work Arrangement: This is a full-time hybrid position that reports to our office located in Media, PA with the possibility of a remote work arrangement.

Professional Responsibilities:

• Review & Design full suite of Employee Benefits products including fully insured and self-insured medical plans, worksite products, group life, short-term disability, long-term disability, dental and vision coverage.
• Communicate and assist customers with understanding of and taking action on laws affecting Employee Benefits and Human Resources including: FMLA, ACA, and ERISA.
• Complete, review and/or approve all standard new business processes and policies.
• Client facing with open enrollment
• Request new business policy corrections and help clients resolve claims/billing issues.
• Guide new clients through the implementation process, hand off to account manager once completed.
• Maintain accurate records within agency management system and electronic files.
• Build relationships with carrier representatives, general agents, and agency producers.
• Delegate tasks to the appropriate individual and oversee the accuracy of their work.
• Identify areas for process improvement within the Employee Benefits department.
• Serve as mentor and trainer for new to workforce staff in Employee Benefits department.
• Prepare, participate, maintain, and facilitate client facing presentations and meetings.
• Ability to work with senior level management and have a top-level executive presence.

Qualifications and Requirements:

• Bachelor's degree