PPB-150 

Licensed Life, Accident, and Health Insurance Agent 

EDUCATION:    MBA, Management

CEBS, GBA, RPA: Programs Cosponsored by the International Foundation of Employee Benefit Plans & the Wharton School of the University of Pennsylvania

Senior Account Executive

• Present, negotiate, and successfully close client renewals
• Routinely visit clients and/or their consultants and keep clients informed of issues that may impact benefits
• Present Claims/Utilization Reports to clients.
• Oversee and manage the administration of each plan by resolving all service inquiries involving claims, membership, billing, and interpretation of contract provisions, benefits/plan design, etc.
• Focus on client satisfaction, retention, and growth
• Develop strategies to identify growth opportunities within assigned client groups to upsell additional coverage
• Remain current with EmblemHealth's benefits and capabilities, industry trends, competitive strategies,
• Work with assigned Client Associates on more complex customer issues
• SME on process improvement issues for Account
• Ensure State licensure requirements are met and up-to-date

Account Executive-Employee Benefits

• Fostered and managed overall relationships with clients ensuring retention and high satisfaction
• Managed mid-market book of business through the direction of employees on the service team
• Educated, on all Compliance topics including ERISA, COBRA, FMLA, 5500s, and Health Care Reform
• Participated in team selling process including finalist interviews and RFP responses
• Managed new carrier and plan implementations for book of business
• Prepared renewal analysis, in conjunction with the Underwriter and Producer
• Sold renewal business to existing clients and, where applicable, sold additional lines of coverage
• Selected carriers for solicitation and negotiates with carriers for benefit and premium considerations
• Conducted client open enrollment meetings
• Provided analysis and recommendations concerning clients' existing coverages
• Resolved claim issues and eligibility verifications by corresponding with carriers, members, and providers
• Managed and negotiated third-party vendor relationships and contracts on behalf of the client
• Met with clients as needed or as directed by Producer
• Engaged in the optimal and appropriate usage of applicable agency management systems

For additional information or to obtain a resume on this Insurance Professional...

Contact Fred Gorman at 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

Or Terry Sanders day or evening call -516-496-4573 or email arielpc@optonline.net