Employee Benefits Account Executive-Middle Market

About the role

Our firm is partnering with a well-established, independent insurance advisory organization to identify an experienced Employee Benefits Account Executive. This role serves as the strategic lead for employee benefits clients, owning the long-term benefits roadmap and ensuring programs align with each client’s business objectives.

Job Description

• Support validated mid-market prospects by reviewing current benefits strategy and aligning solutions to the firm’s value proposition
• Aid in capabilities meetings, microsite content creation, and consulting/service agreement development
• Participate in internal and client-facing onboarding meetings
• Establish service calendars and schedule initial quarterly meetings
• Conduct compliance assessments
• Coordinate analytics and reporting integrations with internal consultants
• Develop and maintain multi-year employee benefits strategies
• Identify renewal and benchmarking needs
• Collaborate with analytics teams to deliver trend and performance reports
• Lead strategy meetings and document decisions and action items
• Develop and present pre-renewal and renewal strategies
• Coordinate marketing efforts with internal teams and carrier partners
• Build renewal timelines, manage expectations, and oversee carrier negotiations
• Identify account rounding and cross-sell opportunities
• Ensure smooth handoff to service teams
• Review and approve renewal and enrollment materials
• Participate in open enrollment meetings and presentations
• Lead post-enrollment stewardship meetings
• Oversee service quality and resolve escalated issues
• Provide client financial insights and regulatory updates when applicable
• Audit and deliver required compliance items, including disclosures and fees
• Act as a mentor to junior team members
• Foster strong client and carrier relationships
• Participate in training, internal projects, and continuous improvement initiatives
• Maintain accurate documentation within the agency management system

Qualifications

• Required Qualifications: Bachelor’s degree, minimum of 5 years of experience in group employee benefits, Active Life & Health insurance license, strong proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint, Teams), video conferencing tools, and agency management systems, ability to travel as needed and attend industry meetings
• PREFERRED Qualifications: Experience leading mid-market or complex employee benefits accounts, background in consultative benefits strategy and analytics-based decision making, mentoring or team leadership experience

Benefits

Join a team that truly values collaboration, flexibility, and people. Our team takes a team-based approach to client management, ensuring support and shared success every step of the way. We offer a competitive salary, bonus potential, and profit sharing after one year of service, along with a full benefits package designed to support your health and well-being. You’ll also enjoy 11 paid holidays—including your birthday!—and the flexibility needed to maintain a strong work-life balance. Above all, you’ll be part of a caring workplace culture that fosters growth, inclusion, and opportunities for everyone.

How to Apply

To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps!

Equal Opportunity Statement

As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!