Master Account Executive

Job Title: Master Account Executive

Reports To: Director of Sales and Account Management

FLSA Status: Exempt

Department: Insight Business & Insurance Solutions (IBIS)

Location: Sunrise

AlphaStaff, Inc., is one of the largest privately-owned professional employer organizations, specializing in human resources management, medical and benefits solutions, payroll and other key aspects of relieving the administrative burden of operating small and medium size businesses. With over 100 corporate employees, AlphaStaff has operations across the United States and is headquartered in Sunrise, Florida.

Position Summary:

Work closely with underwriting and implementation on the account management and renewal of all

AlphaStaff Master Clients. This position interacts with the assigned book of business, the carriers,

AlphaStaff Underwriting Team, and the Benefit Operations Team.

Responsibilities:

Master New Business:

• Scrubs the CPQ data for the RFP submission to our Master vendors.
• Updates the CPQ.
• Submits the RFP to carriers for ratings.
• Runs the proposals in the proposal tool once the rating is received.
• Submits the medical proposals to include the supplemental and GAP comparisons to the clients.
• Joins the Sales team for new business presentations.
• Requests the BCM for sold deals.
• Audits cost masters
• Audits the portals.
• Creates the PPT/Benefits Guides.
• Conducts the open enrollment meetings as the assigned A/E

Master Renewal Business:

• Joins and participates in carrier pre-renewal calls.
• Create renewal folders in the P/Drive 90 days pre renewal.
• Runs the renewals in the proposal tool.
• Submits the renewal proposals to include the supplemental and GAP comparisons to the clients.
• Joins the HRAM's with renewal discussions.
• Requests the BCMs.
• Audits portals
• Creates the PPT/Benefits Guides.
• Conducts the open enrollment meetings as the assigned A/E.
• MetLife NY Disability:
• Submits the request to add clients to the DBL policy.
• Maintains the spreadsheet with updated client information.
• Additional Duties:
• Maintains the updated marketing materials for the Masters.
• Acts as the go-between for the Ben Admin customer-related questions for the Master clients.
• Qualifications and Requirements:
• Candidates should have an active 215 insurance license.
• Some knowledge of underwriting with 3+ years of carrier, agency, or PEO experience.
• Knowledge of alternate funding strategies.
• Good communication and Customer service skills.
• Excellent knowledge of Microsoft office.
• Advanced Excel skills.
• Some experience with Salesforce.
• Good follow up skills, detail oriented and relationship driven.
• Customer Service oriented.

Disclaimers: AlphaStaff, Inc. is an equal employment opportunity employer and does not discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), past or present military service, disability, genetic information, or any other basis protected by applicable federal, state, or local laws. AlphaStaff, Inc. also prohibits harassment of applicants or employees based on any of these protected categories. To help ensure a safe, healthy, and productive work environment for our employees and others, to protect company property, and to ensure efficient operations, AlphaStaff, Inc. has adopted a policy of maintaining a workplace free of drugs and alcohol. Employees and applicants may be requested to submit to drug and alcohol testing in accordance with applicable law. Salary Range Available Upon Request