Senior Account Executive, Employee Benefits
Core
Design cost-effective employee benefits programs, streamline enrollment, and serve as a strategic advisor to private equity portfolio companies.
Role type
Senior Account Executive, Employee Benefits
Builds
Cohesive client relationships and competitive benefits programs for private equity clients
Domain
Insurance / Employee Benefits / Private Equity
Deliverable
client delivery
Required skills
M&A/Due Diligence support, RFP process management, health and welfare plan renewals, enrollment processing, plan performance analysis, regulatory compliance, risk strategy tools, financial underwriting, self-insurance, alternative funding programs (captives, RBP), revenue growth
Preferred skills
M&A/Due Diligence experience
Technologies
Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Responsibilities
Manage a full book of business, build client relationships, develop marketing strategies for pricing and plan design, attend open enrollment meetings, drive discussions on plan performance, keep clients apprised of industry trends and regulatory issues, anticipate client needs, utilize Risk Strategies resources, grow new revenue
Seniority
Senior, hands-on IC