New Mexico Licensed Account Executive

Job Summary

Providing efficient and professional service to Small Group Employee Benefits clients, the full-time remote New Mexico Licensed Account Executive will manage internal renewal processes, coordinate implementation of new coverage, and ensure a meaningful client experience.

Key responsibilities

• Manage renewal processes and timelines for a book of business while coordinating with service and sales teams
• Conduct group education and enrollment meetings, and communicate due dates and expectations to clients and partners
• Assist in financial analysis and decision-making regarding plan benefits, and provide clients with required compliance information

Required qualifications

• 3+ years of experience in a similar role within the insurance, risk management, or financial services industry
• Life and Health license or ability to obtain the license within 3 months of employment
• Formal education within the insurance, risk management, or financial services industry is preferred
• Proficiency in Microsoft Office, including Outlook, Excel, Word, and PowerPoint
• Strong analytical skills with the ability to collect and interpret data to support client service initiatives