Account Executive - Employee Benefits

Welling Young, LLC has partnered with a rapidly growing Dallas based independent retail agency actively looking for an Account Executive for the Employee Benefits practice. This is a client-facing position and with competencies and advanced knowledge of benefit programs, HR administrative functions, underwriting principles, medical funding arrangements, and plan design options. Emphasis on proactive client service and main liaison between the client and carrier/vendors. Onboard new clients by working with incumbent carriers for takeover information, prepare internal new business documentation, ensure carrier appointment/licensing paperwork is in place. Lead renewal process with carriers, negotiations, and plan alternatives, with or without VP of Operations, depending on account size and complexity. Lead the RFP process; spreadsheet and compare carrier proposals, ensure accuracy and alignment with client objectives; ability to make recommendations to VP of Operations and/or Producer.