Account Executive, Employee Benefits
Core
Strategic Account Executive supporting retention and growth of the employee benefits department by managing C-Suite client relationships and executing strategic plans.
Role type
Senior Account Executive (Employee Benefits)
Builds
Client retention, strategic plans, and multi-year coverage solutions
Domain
Insurance Brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Strategic planning, Self-funded medical plans expertise, Client relationship management, Team leadership/mentoring, Issue resolution, Business development
Preferred skills
L&H License, Self-Funding/fully insured experience, Bilingual (English/Spanish), Microsoft Office proficiency
Technologies
BMS (EPIC), Microsoft Office (Excel, Word, PowerPoint)
Responsibilities
Maintain relationships with existing C-Suite clients, Execute strategic planning for complex underwriting, Lead client meetings quarterly, Review and deliver claims reports, Manage retention and growth of book of business, Mentor Account Managers and Administrators, Resolve escalated issues between client and vendor
Seniority
Senior, hands-on IC with mentorship duties