Large Group Employee Benefits Account Executive

About the role

The Liberty Company is a culture-first insurance organization recognized as a Top Insurance Employer for five consecutive years, named to the Inc. 5000 fastest-growing companies list, and honored by Insurance Journal and Hale’s Report. Our award-winning culture emphasizes entrepreneurship, collaboration, and employee wellness. We offer a competitive total compensation package including comprehensive benefits, generous paid time off and holiday pay, continued education support, and company-sponsored wellness programs.

Position Summary

The Account Executive manages a benefits book of business, collaborating with clients, carriers, vendors, Producers, and internal teams to deliver and manage group benefits packages. Responsibilities include ongoing service, marketing, renewals, compliance, and strategic planning.

Responsibilities

• Oversee and manage assigned clients of various sizes, funding methods, and plan designs with minimal input from Producers
• Manage client renewals, marketing, and carrier negotiations
• Foster deep client relationships to support retention
• Create presentations and lead client meetings (renewals, open enrollment, strategic planning, etc.)
• Collaborate with Producers on prospective client initiatives and new client implementation
• Identify cross-selling and upselling opportunities to drive revenue growth
• Communicate effectively with Producers, clients, and stakeholders
• Educate clients on compliance obligations and facilitate broker compliance tasks
• Stay informed on industry regulations and compliance requirements
• Serve as an industry expert, understanding all facets of Employee Benefits and staying abreast of trends and state-specific requirements
• Ensure ERISA compliance responsibilities are met timely and accurately
• Develop strategies to support client goals
• Assess client satisfaction, discuss program enhancements, and provide industry trend updates
• Act as a technical expert for issue resolution, compliance questions, and general support
• Comply with agency management data standards and timing requirements
• Acknowledge and respond to all client requests timely and professionally
• Develop and maintain excellent carrier and vendor relationships
• Delegate tasks, teach new concepts, and provide quality oversight as assigned
• Support the overall development and advancement of the Employee Benefits team

Qualifications

• 6+ years of relevant employee benefits experience with at least 4 years supporting clients with 100–1,000 employees
• Demonstrated mastery of group benefits (medical, dental, vision, ancillary) and ERISA compliance
• Active CA Accident Life & Health License required
• Strong written and verbal communication and presentation skills, in-person and virtual
• Proficient in MS Office and data management software; benefits administration software highly desired
• Strong attention to detail, exceptional accuracy, and pride of work ownership
• Ability to work independently and with a team
• High level of professionalism and business acumen in all communications
• Enjoy working in a fast-paced environment with strong planning, organizational, and prioritization skills
• Willingness to travel for client and prospect meetings as needed, up to 40% during Q4
• Remote position requiring a reliable internet connection and distraction-free working environment