Employee Benefits Account Executive
Core
Managing a book of business for large complex employee benefits clients, including policy quotes, carrier liaison, and strategic renewal negotiations.
Role type
Senior Account Executive (Employee Benefits)
Builds
Customized insurance and benefits solutions for large group and self-funded clients.
Domain
Insurance / Employee Benefits / Large Group
Deliverable
client delivery
Required skills
Large complex employee benefits experience, Self-Funded and Level Funded plan expertise, regulatory compliance (COBRA, HIPAA), underwriting knowledge, RFP management, renewal negotiation, carrier relationship management
Preferred skills
Professional designation pursuit, virtual work comfort, Microsoft Office proficiency
Technologies
Microsoft Office products
Responsibilities
Manage a book of business and act as lead representative for assigned clients; negotiate product pricing and renewals; guide clients on compliance and regulatory policies; oversee wellness strategy and programs; support open enrollment and annual benefit reviews; partner with claims and legal teams on escalated issues; develop multi-year strategic plans and present financial information to clients.
Seniority
Senior, hands-on IC