Employee Benefits Account Executive

Responsibilities

• Develop and implement benefit strategies that are both innovative and compliant, leveraging creative thinking to address client needs
• Partner with producers to lead client meetings, presentations, and onboarding of new clients
• Actively participate in strategic discussions, providing out-of-the-box solutions and consulting expertise to enhance clients’ benefit programs
• Manage benefit program implementations and oversee annual renewal processes
• Define and execute strategies to maintain ACA compliance and expand consulting services
• Develop and maintain annual planning calendars for assigned clients, ensuring deadlines are met with precision
• Provide guidance, training, and mentorship to Account Managers and Client Care Specialists
• Encourage innovative thinking within the team to solve client challenges effectively
• Delegate tasks efficiently, ensuring proper training and onboarding of junior staff
• Act as the primary escalation point for client concerns, resolving issues with innovative and strategic approaches
• Assist clients with benefit plan design, open enrollment tools, and long-term strategy development
• Collaborate with benefit carriers to craft solutions aligned with client goals and regulatory standards
• Oversee client compliance with regulations such as ACA, DOL audits, and PCORI reporting
• Stay updated on compliance, benchmarking, reporting, and analytics to provide cutting-edge solutions
• Create and review client-focused messaging strategies and benefits-related communication content
• Represent the company at market meetings, client functions, industry seminars, and training programs

Qualifications

• A high school diploma required; college coursework preferred
• Lif and Health (L&H) license required
• 5+ years of experience in a carrier or broker-related environment
• Exceptional creative thinking and problem-solving skills
• Strong organizational, prioritization, and multitasking abilities
• Detail-oriented with excellent decision-making and analytical capabilities
• Outstanding verbal and written communication skills
• Proven ability to build and maintain strong client relationships
• Effective in both independent and team-oriented work environments
• Expertise in project management and delivering strategic outcomes
• Proficiency in Microsoft Office Suite
• Willingness to travel, including overnight trips
• Flexibility to conduct after-hours meetings as needed

Benefits

• Compensation: $120,000/yr.
• Company Paid Life Insurance, Long-Term and Short-Term Disability
• Medical, Dental, Vision and FSA/HSA plans
• 401(k) with company match
• Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits
• Generous PTO