Employee Benefits, Account Executive

About the role

The Account Executive serves as a trusted advisor and primary point of contact for clients, managing day-to-day relationships while developing and executing tailored employee benefits strategies. In this client-facing role, the Account Executive partners closely with carrier representatives to research, analyze, and evaluate medical, life, disability, and ancillary benefit plans, translating complex information into clear, strategic guidance.

Responsibilities

• Manage and grow a book of business exceeding $1M in revenue
• Lead client relationships, providing indirect leadership to the account team by delegating work, reviewing deliverables for accuracy, and ensuring service excellence
• Act as the benefits subject-matter expert, ensuring clients receive thoughtful, compliant solutions aligned with their business objectives
• Provide indirect leadership to the account team by delegating work, reviewing deliverables for accuracy, and ensuring service excellence
• Lead RFPs, renewals, and open enrollment processes, including carrier negotiations and client recommendations
• Proactively advise clients on industry trends, regulatory updates, and strategic solutions to address evolving needs
• Apply underwriting fundamentals to explain funding options, rate impacts, and cost drivers
• Project manage the book of business, ensuring timely deliverables, accurate system updates (e.g., BenefitPoint, AMS), and full regulatory compliance
• Review work product, provide feedback, and mentor junior team members while leveraging internal tools and resources to maximize efficiency

Requirements

• BA/BS preferred
• Life, Accident and Health Insurance License required
• 5+ years of health & welfare experience, meeting or exceeding core practice competency-based skills
• Client-facing experience in the employee benefit industry
• Technical knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services

Qualifications

• Deep knowledge of employer-sponsored health and welfare plans
• Strong understanding of the federal and state regulations that govern them

Skills

• Subject matter expertise on Health & Welfare benefits, including medical, dental, vision, life, disability, and voluntary products
• Ability to translate complex information into clear, strategic guidance
• Leadership and mentoring skills
• Technical knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
• Underwriting fundamentals
• Project management skills
• Ability to identify expansion opportunities and support new client development

Benefits

N/A

Pay

$51,800 - $85,000 Annual

Schedule

N/A