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 plan designs, financial reports, and renewal strategies for clients.
Domain
Insurance Brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Self-insured funding analysis, stop-loss structures, financial modeling, claims resolution, regulatory compliance, Microsoft Excel (pivot tables, V/XLOOKUP), NYS LA&H License
Preferred skills
Experience with financial analytics teams, new business prospecting, Schedule A preparation
Technologies
HUB Agency Management System, Microsoft Office
Responsibilities
Serve as primary point of contact for complex accounts; Conduct in-depth self-insurance feasibility analysis; Design benefit plans; Process renewals and competitive bidding; Resolve claims and administrative issues; Prepare financial reports and summary plan descriptions.
Seniority
Senior, hands-on IC
