Employee Benefits Account Executive
Core
Provide professional account management and consultative services to assigned clients, overseeing benefit program design, carrier interface, and client retention.
Role type
Account Executive (Employee Benefits)
Builds
Retained client accounts and comprehensive benefit strategies
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Account management, benefit program design, carrier relations, contract negotiation, risk management, compliance, cross-selling, client presentation
Preferred skills
Industry knowledge, loss control expertise, mentorship
Technologies
HUB systems, carrier platforms
Responsibilities
Manage service aspects of assigned accounts, maintain client records, interpret technical insurance materials, assist with claim resolution and coverage changes, coordinate delivery of value proposition including risk control and analytics, conduct annual reviews for loss control recommendations, establish relationships with executive decision makers and carrier staff, verify BAA compliance, review contracts for coverage compliance, recommend and implement appropriate insurance coverage.
Seniority
Mid-level, hands-on IC