Sr. Benefits Account Executive & Benefits Lead

Responsibilities

• Manage large and complex employee benefits accounts.
• Lead strategic renewal planning, client presentations, vendor and carrier negotiations.
• Support producers with new business opportunities, quoting, and cross-selling initiatives.
• Serve as senior escalation point for client service issues and claims concerns.
• Track activities and maintain documentation in agency systems.

Client Management

• Maintain executive-level client relationships.
• Conduct regular stewardship and planning meetings.
• Provide compliance and benefits education support.

Leadership

• Lead and mentor Account Managers, Marketing, and CSR’s.
• Develop best practices, workflows, and service standards.
• Partner with leadership on growth initiatives and succession planning.

Operational & Strategic Support

• Monitor book-of-business performance and retention.
• Identify operational efficiencies and process improvements.
• Support agency growth, profitability, and client satisfaction goals.

Minimum Qualifications

• 7–10 years of commercial employee benefits insurance experience, preferably in an Account Executive or similar client-facing role.
• Previous supervisory, team lead, or people leadership experience is strongly preferred.
• CURRENT Health & Life License required.
• Continuing education and applicable compliance training required.

Knowledge, Skills & Abilities

• Strategic consulting and client advisory skills.
• Advanced Excel, PowerPoint, and presentation capabilities.
• Strong analytical, organizational, and project-management skills.

Leadership Competencies

• Customer Focus.
• Communication.
• Decision Making.
• Planning & Organizing.
• Quality Standards.
• Teamwork.
• Compliance & Ethics.

Physical Demands

• Prolonged periods of sitting, computer use, and communication.
• Occasional travel to client meetings, events, and conferences.
• Work Environment: Professional office and hybrid work environment; periodic travel required.

Disclaimer & Employee Acknowledgment

Job duties may be modified as business needs evolve. Additional responsibilities may be assigned.