Senior Account Executive
Core
Full-service account management for high-revenue key accounts in the Employee Benefits Department, providing consultative guidance on health and welfare plans.
Role type
Senior Account Executive (Employee Benefits Brokerage)
Builds
Strategic benefit plans, funding strategies, and renewal proposals for clients.
Domain
Insurance Brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Self-insured funding analysis, stop-loss structuring, financial modeling, claims utilization analysis, regulatory compliance, Microsoft Excel (pivot tables, V/XLOOKUP), account management
Preferred skills
New business prospecting, strategic recommendations, data-driven client strategies
Technologies
HUB Agency Management System, Microsoft Office
Responsibilities
Manage complex key accounts independently, collaborate with financial analytics teams, design benefit plans, process renewals and competitive bidding, resolve claims and administrative issues, prepare financial reports and presentations, coordinate Schedule A information.
Seniority
Senior, hands-on IC