Employee Benefits Account Executive- Large Groups (ECS)



Accounting & Finance, Sales & Business Development
Westerville, OH, USA
Posted on Monday, March 13, 2023

About Us:

Educators Consulting Services focuses predominantly on helping school districts find the most economical employee benefits program suitable for their district’s unique needs. Our current client base includes over thirty school districts and one consortium, for which we provide employee benefit consulting services.

Job Summary:

The Account Executive provides consultative input to support development and execution of customized strategic plans for each large group client. The Account Executive actively manages an assigned book of business and supports new business development and plays a key role in on boarding new clients.


  • Develop a complete understanding of account needs.

  • Resolve key client issues and complaints; provide immediate support in emergencies.

  • Develop a renewal strategy for each client.

  • Lead clients through the renewal process per department procedures.

  • Meet with all clients on a regular basis in person or virtually.

  • Develop strong one-on-one relationships with appropriate insurance carrier personnel.

  • Help the agency develop carrier relationships by becoming familiar with and executing strategies developed to satisfy carrier goals and objectives.

  • Win new business and expand existing client relationships.

  • Manage requests to carriers to ensure accurate and timely resolution.

  • Lead carrier negotiations and relationships.

  • Document receipt of renewal from carriers and investigate non-renewals.

  • Analyze client data to ensure exceptional client relationship management.

  • Maintain current knowledge of underwriting requirements of carriers.

  • Maintain knowledge in a variety of your field’s concepts, practices, and procedures, including sophisticated and less-common coverages and applicable insurance laws/codes.

  • Maintain records according to agency standards to ensure procedures are properly followed and information is accessible.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.


  • Life & Health Insurance highly preferred, or must be open to obtaining after hire.

  • Exceptional verbal and written communication skills

  • Candidate must be comfortable being face to face with clients, present PowerPoints, good with numbers and outgoing


  • Solid proficiency with high-level knowledge of Microsoft Office Suite, particularly Excel

  • High school diploma or higher level of education

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.