Strategic Account Executive – Employee Benefits
Core
Serve as the primary consultant and broker for large employee benefits accounts, managing client relationships and delivering tailored insurance solutions.
Role type
Senior Strategic Account Executive (Employee Benefits)
Builds
Employee benefits solutions, risk management, and insurance strategies for corporate clients
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
C-level executive influence, alternative funding mechanisms expertise, strategic planning, cross-sell/up-sell execution, regulatory compliance, team delegation, industry trend analysis
Preferred skills
Microsoft Office Suite proficiency, presentation design, mentoring, handling competing demands
Technologies
HUB systems, carrier platforms, benefits technology solutions
Responsibilities
Manage primary client relationships and retain accounts; Identify and maintain relationships with C-level decision makers; Conduct annual strategic planning sessions with coverage and vendor recommendations; Oversee delivery of services including renewals, stewardship reports, and compliance reviews; Identify cross-sell and up-sell opportunities; Coach support team members to achieve results; Stay abreast of insurance industry changes and make appropriate client recommendations
Seniority
Senior, hands-on IC with leadership responsibilities