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H&W Account Executive
in Excelsior MN
Our growing organization is seeking talented professionals who are in search of a challenging and rewarding work environment! We are currently hiring a Health & Welfare Account Executive in our Shorewood, MN office to provide support to the Health
& Welfare Sales Consultant by providing proposal related documents for new business opportunities. Responsible for assisting Health & Welfare Sales Consultant with various client and plan related updates.
JOB FUNCTION NUMBER
1: Sales Support – 60%
Develop and maintain a high level of knowledge and assist with the compliance of Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA),
Consolidated Omnibus Budget Reconciliation Act (COBRA) and Voluntary Employees Beneficiary Association (VEBA) plans.
Assist Sales Consultant by preparing proposals for potential brokers and clients, provide proposals in hard copy for
Train and work with brokers and employers on process and procedures for plan administration.
Responsible for tracking all client contacts and data within the client database.
Assist with employee education and
Assist in completion of new client agreements.
Keep Sales Consultant informed of sensitive client issues and special client requests.
Attend meetings regarding potential or existing clients as needed- travel
Assist Sales Team with related projects and requests.
JOB FUNCTION NUMBER 2: Client Support – 30%
Ensure brokers / advisors and clients are trained on processes and procedures for
Research compliance issues and relay information to clients in a timely manner.
Work with Payroll Implementation team to ensure a successful onboarding of new clients.
Provide backup to Sales Consultant
for client and broker, telephone calls, emails, and other requests.
JOB FUNCTION NUMBER 3: Teamwork and Productivity – 10%
Foster a positive work environment and support co-workers in achievement of departmental
goals. Treat all co-workers professionally and respectfully.
Participate in company and departmental meetings.
Establish work objectives and priorities to perform work in a cost-effective manner. Make recommendations for ways
to increase productivity and decrease staff overtime.
Proactively suggest changes in procedures, forms, and checklists to reduce account errors.
Properly double check work of self and team members to minimize rework. Ensure work is
reviewed by your supervisor / team lead as needed.
Alerus offers a challenging and rewarding work environment as well as competitive compensation and a comprehensive benefits package which includes health, dental, vision, paid time off &
holidays, retirement benefits, and more!
Alerus is a customer-driven financial services company unlike any other. We are an independent, multibillion-dollar financial services organization serving customers across the country and around the world. We
offer a broad array of banking and wealth management products and services. Our knowledgeable staff assists our customers in identifying and attaining their financial goals.
Alerus Financial is an Equal Opportunity Employer of women, minorities,
protected veterans and individuals with disabilities.
How to Apply
For more information regarding the responsibilities and qualifications for this opportunity or to apply, visit our website at www.alerus.com/about-us/careers/employment. Click on
“View Jobs” and then select the position titled “H&W Account Executive”.
We look forward to reviewing your application and thank you for your interest in Alerus Financial!