Account Executive - Employee Benefits

Chicago, IL
United States

GCG Financial

51 to 200 employees

GCG's success is measured by the strength of our relationships. We work with businesses, not for profit entities and other organizations to improve their productivity and their bottom line. In addition, we work with individuals and families to build wealth, manage risks and ensure their future.

For employers:
• Employee Benefits
• Company Sponsored Retirement Plans
• Property & Casualty Insurance
• Executive Benefits
• Business Continuation

For individuals and families:
• Insurance & Risk Management
• Retirement Strategies
• Wealth Management

GCG Financial is a premier financial services firm built on a tradition of doing what is right. Our mission is to enhance the financial security of our clients. Whether serving a business or family, we provide innovative solutions and the resources, expertise and support necessary to deliver an exceptional client experience.

Company Info

Job description

Are you looking to join a dynamic, forward-thinking team with a strong commitment to delivering the best possible outcomes for clients?

GCG Financial, LLC, is a founding partner of Alera Group which was created by the merging of 24 high-performing, entrepreneurial firms making it the 7th largest privately held Employee Benefits firm in the nation. Alera Group’s unique business model is motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of our founding firms.

GCG Financial, LLC is seeking a top preforming healthcare industry leader to serve as an Account Executive in our Key Accounts division. This person must excel in providing the best-in-class strategic account development and service to existing clients while working collaboratively with our Benefit Consultants to help uncover new business opportunities.

The Account Executive will take the lead on accounts and provide multiple layers of support in maintaining, expanding and servicing the unique needs of each of our clients. This person will be responsible for strengthening new and existing relationships by actively investigating clients’ needs through effective questioning and listening. He or she will be required to manage daily communications, deliver clear and concise presentations with enthusiasm and passion, and hold regular face-to-face meetings. This individual must be able to prioritize objectives in an ever-changing and fast-pace environment and demonstrate advanced knowledge of current healthcare industry and trends. Additionally, this individual should have a proactive servicing approach, a strong sense of urgency responding to client matters on time, and advanced problem solving skills.

Primary Responsibilities:

  • Manage client relationships by being the primary day-to-day point of contact

· Create and effectively administer annual client service calendars

  • Work closely with Benefits Consultant to build and implement plan designs and strategies that meet client’s long term goals

· Develop strong relationship with carrier and actuarial partners to ensure successful outcomes on behalf of GCG clients

· Work closely with Financial Analyst to help prepare and present detailed plan design analysis that will aid GCG clients in making informed decisions

· Assist in the new business sales process including the preparation of RFP’s, proposals and presentations

· Coordinate review of SPD’s, contracts, and legal documents to ensure compliance

· Manage the implementation of new plan designs and help clients maximize utilization of their current plans

· Coordinate employee communication and engagement including but not limited to open enrollment presentations, ongoing educational materials, etc.

· Work with account managers to resolve day-to-day service issues, including eligibility, billing and claim issues

Qualifications and Experience:

  • Bachelor's Degree
  • Life and Health Insurance State License (Required)
  • Professional Certification (GBA, PHR, CLU, CEBS, CBP) (Preferred)
  • Minimum 10 years insurance carrier and/or insurance brokerage experience
  • Advanced knowledge of
    • Health and Welfare plans - HMO, PPO, CDHP
    • Ancillary Coverage including Life, Short and Long Term Disability, Dental, Vision, etc.
  • Broad understanding of the various regulations surrounding health and welfare plans
  • Effective communication skills – written and verbal
  • Ability to establish priorities, work independently and proceed with objectives with little or no supervision
  • Sound judgment and willingness to take on responsibility for results
  • Computer skills with proficiency in Word, Excel (creating and verifying financial spreadsheets) and PowerPoint
  • Exemplary relationship management and customer services skills

The National Association of Business Resources has named GCG Financial one of Chicago’s 101 best and brightest companies to work for. This prestigious award is a result of GCG’s continuous dedication to communication, community initiatives, diversity, as well as employee education and development.

GCG Financial, LLC is an Alera Group Company which is comprised of 24 independent employee benefit, property/casualty, risk management and wealth management firms. The Alera Group is an independent national insurance brokerage and wealth management firm with over 20,000 clients. The organization has $158 million in annual revenues and more than 750 employees in 40 offices across 15 states.

Company Description

GCG Financial, LLC, is a founding partner of Alera Group which was created by the merging of 24 high-performing, entrepreneurial firms making it the 7th largest privately held Employee Benefits firm in the nation. Alera Group’s unique business model is motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of our founding firms.

Work location: Chicago, IL

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