Employee Benefits Account Executive
Core
Manage a book of business for employee benefits clients, including policy quotes, carrier liaison, renewal negotiations, and strategic plan development.
Role type
Account Executive (Employee Benefits)
Builds
Customized insurance and benefits solutions for large group and self-funded clients.
Domain
Insurance / Employee Benefits
Required skills
Employee benefits coverages (Self-funded, Level Funded, Large Group), regulatory compliance (COBRA, HIPAA), underwriting, client relationship management, RFP management, renewal negotiation, claims escalation support.
Preferred skills
Agency management systems (Employee Navigator, EPIC), professional designations, insurance certifications.
Technologies
Microsoft Office Suite (Word, Outlook, Excel), Employee Navigator, EPIC.
Responsibilities
Guide clients on compliance and regulatory policies; oversee wellness strategy and programs; review open enrollment and determine benefits costs; support clients with renewal and insurance communication; assist with escalated client issues and partner with claims/legal teams; manage RFPs, non-renewals, and cancellation requests; develop multi-year strategic plans and lead renewal negotiations; cultivate relationships with producers, underwriters, and brokers.
Seniority
Mid-Senior, hands-on IC