Employee Benefits Account Executive
Core
Strategic advisor to private equity clients and portfolio companies delivering tailored benefits solutions, driving plan performance, and managing complex engagements.
Role type
Senior Employee Benefits Account Executive
Builds
Tailored benefits solutions, plan performance strategies, and M&A due-diligence support for private equity firms.
Domain
Employee Benefits / Private Equity
Deliverable
client delivery
Required skills
Strategic advising, M&A due-diligence support, RFP and renewal marketing leadership, open enrollment coordination, financial underwriting knowledge, self-insurance expertise, alternative funding program knowledge (captives, RBP), strong negotiation, marketing expertise.
Preferred skills
M&A/due-diligence experience, strong negotiation, marketing expertise.
Technologies
Microsoft Office Suite
Responsibilities
Serve as primary point of contact for designated book of business, build relationships with private equity firms, advise on benefits strategy and regulatory updates, provide guidance on plan performance and funding, support M&A transactions, develop marketing strategies, lead RFP processes, coordinate open enrollment.
Seniority
Senior, hands-on IC
