Senior Account Executive, Employee Benefits

• • Retain and expand client relationships


• • Improve the client experience as a professional insurance advisor


• • Facilitate the sales cycle for identified opportunities


• • Serve as senior-level contact for clients’ employee benefits experience


• • Develop and execute benefit strategies and ensure service standards are met


• • Direct, mentor, and coach Account Managers and junior support staff


• • Promote positive working relationships with vendors and carriers


• • Create client renewal strategies and ensure successful execution


• • Direct client benefit communications, including wellness programs and benefit enrollment


• • Monitor industry trends and client compliance deliverables


• • Lead self-funding marketing with the data analytics team


• • Coordinate and present renewal details and drive cost-containment strategies


• • Manage and oversee the Open Enrollment timeline


• • Expand existing client accounts during pre-renewal


• • Partner with Account Managers as the primary client contact for financial matters such as carrier fees

Requirements

• Active Life and Health License required


• Industry professional designation is a plus


• Self-funded benefits experience required


• Proven history of successfully managing client relationships


• Strong understanding of employee benefits laws, regulations, and compliance standards


• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint


• Ability to perform customized financial analyses and interpret and present findings


• Effective verbal and written communication with all organizational levels


• Excellent attention to detail


• 4+ years of account management experience supporting large, complex Employee Benefits clients with 100+ employees


• Experience with Epic, Employee Navigator, and/or other agency management systems preferred


• Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership


• Final candidates must complete post-offer verification processes related to the role

Core Competencies

Demonstrates expertise in managing client relationships and executing employee benefits strategies, with a strong focus on compliance and financial analysis. Proficient in leading teams and enhancing client experiences through effective communication and collaboration.

Highest-signal resume keywords

• Active Life And Health License


• Self-Funded Benefits Experience


• Account Management Experience


• Employee Benefits Compliance Knowledge


• Proficiency In Microsoft Office Suite

ATS Optimization Keywords

Hard Skills

• Financial Analysis


• Client Relationship Management


• Benefit Strategy Development


• Cost-Containment Strategies


• Employee Benefits Laws Knowledge

Soft Skills

• Effective Communication


• Attention To Detail


• Mentoring And Coaching

Certifications & Qualifications

• Life And Health License


• Industry Professional Designation

Industry Keywords

• Employee Benefits


• Client Experience


• Open Enrollment


• Vendor Management


• Compliance Standards

Tools & Technologies

• Epic


• Employee Navigator


• Microsoft Excel


• Microsoft PowerPoint