Senior Account Executive

About the role

Join a team that values integrity, flexibility, loyalty, compassion and dedication—we can’t wait to meet you.

What We Do

• A respected industry leader with over 44 years of experience, offering a suite of health and benefit solutions to employers.
• Unique in its approach, combining the expertise of a long-standing industry leader with the spirit of an entrepreneur.
• Contribute to ideas that make a real difference for employers and employees nationwide.
• Commitment to innovation, adaptability, and supporting both clients and employees.

What You’ll Do

• Manage the implementation of new client plans and oversee the ongoing service and renewal processes for existing clients.
• Coordinate benefit meetings, educational materials, and plan design communications.
• Serve as a trusted advisor to group representatives and brokers.
• Collaborate with internal teams to resolve complex service issues, guide plan design, and ensure seamless operations.
• Mentor junior team members, leading high-level client engagements, and driving retention strategies.
• Involves significant travel to conduct in-person service meetings and foster long-term client relationships.

What You Bring

• Bachelor’s Degree or equivalent work experience.
• 5–7 years of experience in client services or account management, preferably in the healthcare or benefits administration industry.
• Proficiency in Microsoft Office, including Word, Excel, Outlook and PowerPoint.
• Proven ability to manage high-value client accounts and lead strategic initiatives.
• Strong leadership and mentoring capabilities.
• Excellent communication skills, both verbal and written.
• Highly organized with the ability to manage multiple priorities and deadlines.
• Analytical mindset with attention to detail and systems thinking.
• Demonstrated ability to work independently and collaboratively across teams.
• Commitment to confidentiality and professional integrity.

Why choose us

• We’re a people-first company and value giving back to our community.
• Our space reflects our innovative, open, and collaborative culture.
• We embrace a “smart casual” dress code and work at ergonomic desks.
• We offer a comprehensive and competitive benefits package, including medical, dental, vision, and prescription drug coverage, fitness reimbursement, employee assistance program, flexible spending account, health savings account, 401(k), quarterly bonuses, generous paid-time off, volunteering opportunities, educational assistance, and professional development opportunities.

Benefits Package

• Medical, Dental, and Vision and Prescription Drug Coverage.
• Fitness Reimbursement Benefit.
• Employee Assistance Program.
• Flexible Spending Account & Health Savings Account.
• 401(k) and Quarterly Bonuses.
• Generous Paid-Time Off & Volunteering Opportunities.
• Educational Assistance & Professional Development Opportunities.