Account Executive, Group Benefits

Lenox Advisors is a full-service, multi-faceted financial services firm.  We have an immediate opportunity in our New York office for an Account Executive in our Group Benefits divison. The successful candidate will be responsible for maintaining an assigned book of business as well as assisting in the sales process with prospective clients.  Duties include:

• Daily servicing/maintenance of assigned book of business in the small to mid group market
• Day to day service for all clients such as enrollments, terminations, billing issues, claim issues and Cobra
• Reviewing and coordinating insurance contracts and benefit certificates
• Preparing Requests for Proposals or utilizes quoting software
• Analyzing marketing efforts and preparing proposals for in-force clients as outlined in department procedures
• Preparing employee communication (memos, power point presentations, forms, etc.) for enrollment meetings
• Conducting employee benefit meetings for in-force and prospective clients
• Creating and customizing communications and reports to meet specific client needs
• Maintaining carrier, vendor, and general agent relationships.
• Penetrating existing accounts by adding new lines of coverage whenever possible
• Working on special projects as assigned and contributing ideas for improvements in efficiency of workflow process

 The ideal candidate will have:

• A Bachelor’s Degree, or equivalent experience/training
• Life & Health License (required)
• A minimum of three years prior experience as a group sales/service representative 
• Familiarity with inside/outside sales processes
• Knowledge of community rated and experience rated group medical business, including funding methods.
• Knowledge of ancillary lines (life/AD&D, STD, LTD, dental & vision), as well as FSA, transit and parking. 
• Solid MS Office skills, solid math and analytical skills, and excellent written and verbal communication skills.

Please send resume with cover letter, including salary requirements, to resumes@lenoxadvisors.com Resumes without salary requirements will not be considered.