Employee Benefits Account Executive

Responsibilities

• Manage a portfolio of large market clients (100-500 lives) with a book of business valued at $1M-$2M.
• Provide A-Z servicing for clients, including preparing for renewals, quoting new and renewal business, and supporting agency operations.
• Build and maintain strong relationships with clients, including out-of-state accounts in New York and Connecticut.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Travel 10-20% of the time to meet with clients and stakeholders.
• Support the agency’s growth initiatives and contribute to its success.

Qualifications/Requirements

• Licenses/Certifications: Active 2-15 license required.
• Experience: Minimum of 5 years of experience managing large group and/or self-funded accounts.
• Technical Skills: Proficiency in AMS360 and Employee Navigator software.
• Educational Background: Relevant educational background preferred.
• Soft Skills: Strong communication and interpersonal skills, excellent organizational and time management abilities, problem-solving mindset with attention to detail, ability to work collaboratively in a team environment, client-focused with a commitment to delivering exceptional service.