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The Employee Benefits Account Executive manages a portfolio of employee benefits clients by serving as the primary day-to-day contact and providing comprehensive support for ongoing service needs. This role leverages technical expertise to retain existing clients, oversees marketing and renewal activities, and partners with the Team Lead to support clients’ financial consulting requirements. The Account Executive evaluates financial and utilization metrics, prepares monthly financial and benchmarking reports, and contributes to ad‑hoc analyses to guide client decision‑making. Through strong client relationships and data‑driven insights, this position enhances service delivery and supports the long‑term success of the employee benefits program.
Job Responsibility:
Proactively develop and execute client benefit program strategy
Lead client meetings as appropriate
Manage onboarding of new clients
Maintain strong product and industry knowledge
Develop and sustain relationships with vendors
Require reduced guidance from the Team Lead on day‑to‑day tasks and deliverables
Guide and provide insight on team tasks, training, and onboarding
Maintain awareness of opportunities for client revenue enhancement
Demonstrate proficiency in compliance, benchmarking, renewal, and marketing processes and deliverables
Prepare and audit client benefit statements
Adhere to the 2‑day advance preparation requirement for meeting materials to support the peer review process
Remain current on industry trends, product development, legislation, coverages, technology, and market conditions.
Requirements:
Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
Minimum 4-year degree or equivalent work experience
Proficient with MS Office Suite
Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
4+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
1+ years financial experience
Strong technical knowledge of the industry of expertise currently being targeted
This position requires routine or periodic travel which may require the team members to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.