Account Executive, Employee Benefits
Core
Account Executive supporting sales and service efforts for the employee benefits department, focusing on strategic outlook and retention for C-Suite clients.
Role type
Senior Account Executive (Employee Benefits)
Builds
Strategic plans, client partnerships, and multi-year coverage solutions for self-funded and fully insured medical plans.
Domain
Insurance Brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Strategic planning, client relationship management, self-funded plan expertise, carrier/broker network management, issue resolution, team mentoring, book of business growth
Preferred skills
Self-funding/fully insured experience, bilingual English/Spanish
Technologies
Microsoft Office (Excel, Word, PowerPoint), BMS (EPIC)
Responsibilities
Maintain proactive client relationships, lead quarterly client meetings, review and deliver claims reports, progress strategic initiatives, round accounts (especially voluntary benefits), oversee escalated issue resolution, mentor team members, manage book of business growth
Seniority
Senior, hands-on IC