Senior Financial Account Executive

Company Name:
The Employee Benefits Financial Account Executive role is a Client Advocacy position that provides strategic relationship management and consultative services to Willis' clients. This position works closely with client services and production teams to coordinate effective and efficient delivery of financial client services. S/he leverages an advanced financial skill set and employee benefits knowledge to design and place insurance services and benefits. Uses understanding of clients' needs to expand business opportunities and further solidify client relationships. Designs and manages financial aspects of the placement and service of employee benefits for Willis Clients.
Bachelor's degree required, Insurance degree a plus. MBA or equivalent business/financial skills preferred.
Twelve or more years of insurance industry or comparable experience
Eight or more years of analytical work related to employee benefit programs preferred
State Life and Health license within 60 days of employment.
Professional designation/certification required (RHU, CLU, CPA, FSA, ASA, EA, CEBS)
Advanced Knowledge of: insurance products, bid preparation and analysis, problem claim resolution and underwriting/financial analysis.
Advanced understanding of: HMO, PPO, and Indemnity forms of Health, Dental, and Vision plans; Consumer-driven healthcare, wellness, disease management, and current trends; Regulatory environment of employee benefits plans; Life (term, permanent, etc.), LTD, STD, and state-required disability plans.
Strong analytical, math and problem solving skills.
Ability to influence and negotiate.
Excellent verbal and written communication skills including advanced Presentation skills.
Computer skills which include proficiency with Microsoft Word, Excel and Power Point, as well as navigation within the Internet.
Advanced database skills and project management skills.
Job Title: Senior Financial Account Executive
Job Function: Client Services/Client Facing
Date Posted: 10/24/2014
Location: Potomac, MD
Job Number: JO-1410-7612

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