CrawlJobs Logo

Strategic Account Executive - Employee Benefits

United States of America, Manchester, New Hampshire · Job Posted March 01, 2026
Apply Position
Job Link Share

Job Description

Responsible for serving as the primary consultant to the client. Has primary responsibility for client relationship management and for retaining the account, acting as the de facto technical expert and broker-consultant. (In some instances, an assigned Producer will have primary responsibility for client relationship management and initiating new sales.)

Job Responsibility

  • Serve as the point person for client relationships which includes communicating with internal (service/ production team) and external stakeholders on all account updates
  • Identify and help to establish and maintain strong and productive professional relationships with “C-Level” and other decision makers for assigned HUB clients
  • Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable, insurance needs, financial plan performance, and appropriate/available employee benefits solutions
  • Successfully build professional and collaborative relationships with carrier representatives, related EB vendors and business partners, and HUB colleagues through strategic business improvement for the client
  • Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including annual strategy sessions, renewal execution, stewardship reports, compliance reviews, health and performance, and communication, benefits technology solutions
  • Actively delegates to support team and helps to coach team members to achieve desired results
  • Ensure that all client service needs are promptly and professionally delivered whether from the Account Executive or via HUB colleagues (e.g. Client Relationship Manager, Benefit Analysts, etc.). The Strategic Account Executive is accountable for the competence, timeliness, and quality of all deliverables to the client
  • Conduct annual strategic planning sessions w/clients making coverage and vendor recommendations focused on meeting the employee benefits objectives set forth in in the annual plan
  • Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs, initiating same
  • Be knowledgeable about and comply with HUB systems, procedures, and state/federal insurance regulations
  • Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media. This may range from conducting internal training to a sales or renewal presentation at a client’s office
  • Possesses mastery of the various HUB and industry resources and tools that are available and utilizes same to best serve clients
  • Seek continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes
  • Other responsibilities as assigned by Manager

Requirements

  • 7 years of experience servicing large employee benefits accounts
  • Life/Health license required
  • Must possess a complete proficiency in alternative funding mechanisms, including but not limited to self-funding
  • Experience with influencing C-level executives
  • Exceptional written and verbal communication skills
  • Proficiency with Microsoft Office Suite and PowerPoint programs
  • High energy, detail-oriented self-starter
  • Strong leadership, mentoring, and team-building skills
  • Significant skill in handling competing demands and projects
  • Excellent organizational skills and ability to prioritize and delegate responsibility
  • Willingness to travel

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Strategic Account Executive - Employee Benefits

8 matching positions

Strategic Account Executive

Pomelo Care is looking for an exceptional and experienced Strategic Account Exec...
Location
Location
United States
Salary
Salary:
165000.00 - 180000.00 USD / Year
pomelocare.com Logo
Pomelo Care
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of direct sales experience
  • At least 5 years selling to benefits leaders or similar functions within large employers (25K+ employees)
  • Documented history of exceeding quotas and delivering results
  • Demonstrated ability to lead complex end-to-end sales processes
  • Exceptional organizational skills
  • Proficiency in using tools like Salesforce to manage deals and follow-ups
  • Strong written, verbal, and presentation abilities
  • Capable of distilling complex information into clear, compelling messaging for diverse audiences
  • Adaptive, pragmatic, and eager to thrive in a fast-paced, metric-driven startup environment with competing priorities
  • Familiarity with the healthcare system and digital health space, including industry and competitive trends
Job Responsibility
Job Responsibility
  • Spearhead growth with the nation's largest employers
  • Own the end-to-end sales process for large and jumbo employers
  • Drive market demand
  • Craft tailored prospect and buyer-level strategies and proposals
  • Manage the full sales cycle
  • Champion Pomelo's mission with enthusiasm and credibility
  • Utilize relationship building to drive market demand
  • Develop a detailed plan for meeting your individual sales targets
  • Secure meetings with employer buyers at all levels, from C-suite executives to benefits leaders
  • Position Pomelo’s value proposition effectively
What we offer
What we offer
  • Competitive healthcare benefits
  • Generous equity compensation
  • Unlimited vacation
  • Membership in the First Round Network (a curated and confidential community with events, guides, thousands of Q&A questions, and opportunities for 1-1 mentorship)
  • Fulltime
Read More
Arrow Right

Employee Benefits Producer

Alera Group, is seeking an energetic and motivated Employee Benefits Producer to...
Location
Location
United States , Portland
Salary
Salary:
70000.00 USD / Year
aleragroup.com Logo
Alera Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree or equivalent combination of education and experience
  • Current life/health insurance license or willingness to obtain
  • 3+ years of professional sales experience with a proven track record in generating new business
  • Basic knowledge and familiarity of employee benefit plans
  • Strong verbal and written communication skills with the ability to build rapport with clients and C-suite executives
  • Exceptional organizational skills and attention to detail
  • Ability to adapt to a fast-paced, changing environment and maintain enthusiasm
  • Proficiency in MS Office Suite
Job Responsibility
Job Responsibility
  • Build and manage a book of business with local, regional, or state-wide clients, utilizing various funding methods and complex plan designs
  • Engage in active prospecting and lead generation through various channels (email, cold calling, networking)
  • Establish and maintain a list of target accounts and centers of influence, developing a strategy for the sales efforts required to penetrate opportunities
  • Meet and exceed company and personal metrics for business development and new business sales and retention
  • Cultivate and maintain executive-level relationships with clients, ensuring overall client satisfaction
  • Identify client challenges and develop strategic solutions aligned with their mission and vision
  • Educate clients on innovative market solutions and provide support on current market trends and legislative changes
  • Present client financials and marketing analysis, ensuring clear communication and understanding
What we offer
What we offer
  • medical, dental, life and disability insurance, 401k, generous paid time off
  • Fulltime
Read More
Arrow Right

Account Executive - New and Existing Business, Mid-Market

As the demand for workforce management solutions accelerates, ATOSS is seeking r...
Location
Location
Germany , Hamburg; Düsseldorf; Frankfurt; Stuttgart; München
Salary
Salary:
Not provided
atoss.com Logo
ATOSS Software SE
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1-2 years of experience in new business sales or key account management for Associate Account Executive
  • 2-4 years full sales cycle experience with Software/SaaS focus or consulting background for Account Executive
  • 4+ years of relevant SaaS Sales experience, selling complex SaaS Solutions for Senior Account Executive
  • Technical affinity, a quick grasp of concepts, and strong analytical skills
  • Excellent communication and presentation abilities
  • A willingness to learn, enthusiasm, and strong team spirit
  • Fluency in German and strong proficiency in English
Job Responsibility
Job Responsibility
  • Existing Business: Take ownership of our customers who use our mid-market software solution
  • Proactively engage with your customers and build a strong network
  • Analyze customer needs and identify potential areas for improvement
  • Consultative Selling: Use your expertise in business processes and workforce management to convince champions and decision-makers of the benefits and ROI of our SaaS solution
  • Conduct high-quality software presentations and analyses. Showcase tailored solutions, not just features
  • Drive cross- and upselling with revenue responsibility, including module or location expansions and cloud transformation projects
  • Collaborate closely with consulting, product management, and other internal teams
  • New Business: Lead strategic prospecting and discovery to identify business challenges and align solutions
  • Acquire mid-sized clients (up to 1,000 employees) across various industries, offering variety and flexibility
  • Drive the full sales cycle, from lead qualification to negotiation and closing
What we offer
What we offer
  • Competitive Rewards: Including profit-sharing and employee stock program
  • Structured Onboarding & Continuous Leadership Development: Clear career paths onboarding through Expert & Leadership Tracks, plus access to ATOSS Academy
  • Flexible Work Culture: Hybrid options (remote within the EU), 30 days of vacation, and a strong commitment to diversity & inclusion
  • Engaging Team Environment: Seasonal company events, team retreats, and an in-house barista
  • Health & Wellbeing: Including regular check-ups, corporate wellness programs, and Wellpass membership
  • Stability & Growth: Company listed on SDAX & TecDAX, with 19+ years of record-breaking revenue and a 30%+ EBIT margin. Certified Top Employer© for the 5th year in a row
  • Fulltime
Read More
Arrow Right

Commercial Account Executive

Checkr is building the data platform to power safe and fair decisions. Establish...
Location
Location
United States , San Francisco
Salary
Salary:
150000.00 - 176000.00 USD / Year
https://checkr.com Logo
Checkr
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Willingness and ability to open new conversations at target accounts
  • Experience closing new business accounts with large global/multinational customers, with complex organizational structures
  • Experience selling to EVPs, CXOs and end-users (in the same sales cycle) in both individual and team sales environments
  • Proven success in selling an innovative and disruptive technology
  • Proven experience in a quota-exceeding sales role
  • Demonstrated ability to generate and execute against a plan to ensure deep penetration into global accounts
  • Proven track record of selling software or technology at C-level into accounts with a min of 10K employees
  • A creative mindset with the ability to think outside the box to complex situations
  • Ability to navigate large organizations’ political landscape to maintain and expand relationships at all levels
  • Excellent written and verbal communication skills - able to simplify complex topics in a friendly and approachable manner
Job Responsibility
Job Responsibility
  • Drive new business sales within assigned segment (Commercial)
  • Be a consultative trusted advisor for the customer by building in depth relationships and understanding the business goals and objectives
  • Collaborate with Human Resource leadership, Program Managers, Engineering and Product teams from Client to establish and deliver shared product roadmap
  • Drive sales at new accounts, hunt for and prospect into new logos
  • Collaborate with internal stakeholders (Engineering, Product, Sales, Support and executives) to complete client goals and, in general, be the voice of the Client to provide visibility and/or escalations
  • Speak to Checkr offerings as they relate to the customer’s needs and engage other Checkr resources as required
  • Exhibit business acumen and strategic thinking on a high level, with the ability to go deep into an account, and consult on and align with their global strategy
  • Exhibit deep and up-to-date knowledge of our product portfolio in order to communicate the benefits of new features and enhancements
  • Assist the client and champions in communicating the value of Checkr to their internal stakeholders
  • Build account plans for your named accounts that align with Checkr’s set strategy and identify key decision makers, regional approaches, buying processes, current investment, product utilization and new revenue opportunities
What we offer
What we offer
  • A fast-paced and collaborative environment
  • Learning and development allowance
  • Competitive compensation and opportunity for advancement
  • 100% medical, dental, and vision coverage
  • Up to $25K reimbursement for fertility, adoption, and parental planning services
  • Flexible PTO policy
  • Monthly wellness stipend
  • Home office stipend
  • Fulltime
Read More
Arrow Right

Vp, senior benefits consultant

Built on meritocracy, our unique company culture rewards self-starters and those...
Location
Location
United States , Plano
Salary
Salary:
Not provided
bbrown.com Logo
Brown & Brown UK
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 4 year degree or equivalent work experience required
  • 9+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
  • 4+ years financial experience
  • Proficient with MS Office Suite
  • Microsoft Excel – Strong to expert level skills required
  • Ability to maintain a high level of confidentiality
  • Excellent verbal and written communication skills
  • Strong analytical and critical thinking ability
  • Ability to work independently
  • Detail oriented with excellent organizational skills
Job Responsibility
Job Responsibility
  • Responsible for employee benefits account management responsibilities. This includes day to day client contact
  • Utilizes technical expertise to retain present clients
  • Administers marketing and renewal functions
  • Assist clients with daily service functions
  • Assists Team Lead in servicing the financial consulting needs of the employee benefit clients
  • Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other adhoc reports and analysis
  • All responsibilities that fall within the Senior Account Executive and Senior Financial Executive career tracks
  • Fully manage book of business, retention and growth
  • Development and execution of client benefit strategy
  • Independently advises clients on all areas of compliance
What we offer
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.
  • Fulltime
Read More
Arrow Right

Business Development Manager

Business Development Manager – Online Benefits Platform & Broking Services. Join...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
aon.com Logo
Aon
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven record of enterprise sales success in Employee Benefits technology, HR Technology, SaaS, or broking, with experience managing complex sales cycles and consistently meeting targets
  • Strong negotiation, analytical, and commercial acumen, able to build a compelling business case for change
  • Experience selling HR or reward technology solutions to large organizations
  • broking experience in Health, Risk, or DC advisory is highly desirable
  • Ability to communicate sophisticated technical concepts clearly and persuasively to diverse audiences
  • Skilled at cultivating multi-level relationships and influencing HR leadership and C-suite stakeholders
  • Familiarity with modern consultative and solution-selling methodologies (e.g., Challenger, MEDDPIC, value-based selling)
  • Self-motivated, agile, and resilient in a rapid, changing environment
Job Responsibility
Job Responsibility
  • Pipeline Ownership: Identify, develop, and manage robust pipelines of enterprise prospects and existing clients across the UK, ensuring consistent achievement of quarterly and annual sales targets
  • Strategic Sales & Discovery: Lead effective discovery sessions and value-based sales conversations to build trusted relationships with HR, Reward, and C-suite decision-makers. Diagnose business needs and present tailored proposals that align with client strategies
  • Market Expansion: Champion the adoption of our Online Benefits Platform and broking solutions by promoting innovation, thought leadership, and measurable impact
  • Account Planning: Construct strategic account plans, multi-thread executive relationships, and unlock expansion opportunities throughout the client lifecycle
  • Cross-Functional Collaboration: Partner with colleagues across Aon—including consulting, analytics, technical, and broking teams—to support prospecting efforts and enhance ongoing sales success. Leverage the full breadth of Aon's expertise and resources to identify opportunities, access insights, and ensure best-in-class solutions are delivered to clients
  • Solution Positioning: Position Aon’s Health Solutions as a market leader, articulating its quantifiable value and technical advantages to both technical and non-technical audiences
  • Networking & Brand Representation: Represent Aon at industry events, networking forums, and in high-impact client meetings to grow relationships and strengthen our brand presence
What we offer
What we offer
  • Flexibility (hybrid working)
  • comprehensive benefits
  • culture of continuous learning and growth
  • Global Wellbeing Days
  • inclusive work policies
  • opportunities for professional development
  • reasonable accommodations
Read More
Arrow Right

Strategic Account Executive - TPA

We're seeking a proven account executive who can drive annual revenue growth thr...
Location
Location
United States
Salary
Salary:
105000.00 - 115000.00 USD / Year
personifyhealth.com Logo
Personify Health
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree or equivalent in related discipline
  • 8+ years experience in sales and/or client success roles in health insurance, employee benefits, healthcare industry, or related field
  • TPA experience required
  • Direct experience with client management, benefits strategy management, data analytics, health promotion research, or related sales experience
  • Solid understanding of employee benefits and managed care products, self-funded business, and labor community
  • Knowledge of pharmacy and stop loss underwriting and pricing disciplines
  • Proven ability to develop and maintain high level of expertise in account service/consultative selling techniques, product knowledge, procedures, and administration
  • Proven ability to handle complex situations, deliver renewals, and increase lines of business on existing clients
  • Excellent knowledge and skill using Microsoft Office Suite and Salesforce
  • Experience with complex RFP proposals, negotiations, and contract oversight
Job Responsibility
Job Responsibility
  • Drive revenue growth: Own reliable revenue and expansion targets, supporting all aspects of complex renewals and expansion sales efforts including Salesforce pipeline management, RFP proposals, negotiations, and contract oversight
  • Build executive relationships: Establish rapport and credibility with account stakeholders at all organizational levels through consistent executive presence, depth of domain knowledge, and diligent preparation
  • Provide strategic consultation: Proactively identify and understand client objectives, challenges, and leadership priorities while uncovering barriers and developing actionable, client-specific strategic plans
  • Deliver thought leadership: Develop and deliver presentations including business reviews, executive reporting, strategic planning, product capability overviews, and research presentations that derive insights from data
  • Ensure client satisfaction: Support positive client satisfaction scores and provide oversight for proactive action plans required to maintain positive relationships and secure reference-ability
  • Monitor contract compliance: Confirm all client contractual obligations are met while communicating any contractual risks to appropriate Personify Health management
  • Lead internal communications: Maintain ongoing and consistent leadership and stakeholder communications regarding client feedback, status, and strategic action plans for your book of business
  • Partner with Account Management: Collaborate with assigned Account Managers to ensure seamless client service, aligned strategy execution, and shared accountability for client success
What we offer
What we offer
  • Comprehensive medical and dental coverage through our own health solutions
  • Mental health support and wellness programs designed by experts who get it
  • Flexible work arrangements that fit your life, not the other way around
  • Retirement planning support to help you build real wealth for the future
  • Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
  • Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
  • Professional development opportunities and clear career progression paths
  • Mentorship from industry leaders who want to see you succeed
  • Learning budget to invest in skills that matter to your future
  • Competitive base salary plus commission plan that rewards your success
  • Fulltime
Read More
Arrow Right

Director, Account Management - TPA

Account management leadership isn't about overseeing transactions—it's about bui...
Location
Location
United States , Tempe
Salary
Salary:
130000.00 - 150000.00 USD / Year
personifyhealth.com Logo
Personify Health
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree or equivalent in related discipline
  • 10+ years experience in population health, health plan, health system growth, or related field
  • Sales and/or Account Management experience along with healthcare and/or data analytics experience required
  • TPA or health plan experience required
  • 5+ years leading and developing teams in matrix organization
  • Proven expertise in account service/consultative selling techniques, product knowledge, procedures, and administration
  • Solid understanding of employee benefits and managed care products, self-funded business, labor community, pharmacy, and stop loss underwriting and pricing disciplines
  • Proficiency with Microsoft Office Suite and Salesforce
  • Strong business acumen with knowledge of current practices, trends, benchmarks, and competitive landscape in healthcare
  • Understanding of US and/or global healthcare ecosystem and employer-sponsored coverages
Job Responsibility
Job Responsibility
  • Lead account management team: Manage Strategic Account Executives and Account Managers supporting a portfolio of Fortune 500, national, and global clients, developing and instilling consistent standards of excellence while guiding a diverse, high-performing team
  • Drive commercial accountability: Own reliable revenue, expansion, and retention targets across your portfolio, ensuring team delivers on growth objectives through renewals, expansions into new products and services, and proactive risk mitigation
  • Provide pipeline oversight: Deliver meaningful insights and leading indicators of revenue growth and risk to leadership through diligent, accurate pipeline management and oversight of client revenue, opportunities, and retention trending
  • Develop and coach team members: Provide thoughtful feedback, development opportunities, recognition, and ongoing direction through consistent, well-prepared team meetings, 1:1s, and timely performance reviews
  • Model executive engagement: Demonstrate how to build rapport and establish credibility with account stakeholders at strategic levels (CHRO, VP Total Rewards) through consistent executive presence, domain knowledge depth, and diligent preparation
  • Guide strategic client planning: Coach team to proactively identify client objectives, challenges, and leadership priorities while uncovering barriers and developing actionable, client-specific strategic plans that maximize satisfaction and ROI
  • Oversee business reviews and presentations: Ensure team delivers high-quality business reviews that derive insights from data, help clients plan future direction with health cost insights, and present product capabilities and thought leadership effectively
  • Lead pricing and negotiations: Provide oversight and support for pricing, proposals, RFPs, contract management, and negotiations to secure favorable outcomes
  • Monitor contract compliance: Ensure all client contractual obligations are met across portfolio while communicating contractual risks to appropriate Personify Health leadership
  • Collaborate cross-functionally: Work across internal teams to improve processes and products while recognizing those supporting team success and ensuring seamless service delivery
What we offer
What we offer
  • Competitive base salary and benefits effective day one
  • Comprehensive medical and dental through our own health solutions
  • Unlimited PTO
  • Mental health support, retirement planning, and financial protection
  • Professional development with clear career progression and learning budgets
  • Mission-driven culture where diverse perspectives drive real impact on people's health
  • Fulltime
Read More
Arrow Right