Employee Benefits Account Executive
Core
Managing a book of business for large complex employee benefits clients, including policy quotes, carrier liaison, renewal negotiations, and strategic plan development.
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 expertise, Active Health and Life Insurance License, Underwriting knowledge, COBRA and HIPAA compliance, RFP management, Renewal negotiation, Carrier relationship management, Regulatory policy interpretation
Preferred skills
Professional designation pursuit, Virtual work comfort, Microsoft Office proficiency
Technologies
Microsoft Office, Carrier portals, Webinars, Video tutorials
Responsibilities
Manage a book of business and act as lead representative for assigned clients; Negotiate product pricing and establish multi-year strategic plans; Guide clients on compliance, regulatory policies, and wellness strategies; Oversee open enrollment and annual benefit reviews; Partner with claims, legal, and marketing teams on escalated issues and renewals; Develop and cultivate relationships with producers, underwriters, and brokers.
Seniority
Senior, hands-on IC