Senior Account Executive, Employee Benefits
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Job Description
Senior Employee Benefits Account Executive managing client books, renewals, and RFPs. Advising private equity portfolio companies on cost-effective benefits programs and plan design.
Responsibilities:
- Proactively manage a full book of business while providing M&A/Due Diligence support
- Build and maintain constructive client relationships by exceeding expectations and service delivery
- Maintain clear communication with internal colleagues, clients, and insurance carriers/vendors
- Develop marketing strategies to obtain competitive pricing, funding, and plan design opportunities
- Market coverage through the RFP process and request health and welfare plan renewals
- Attend open enrollment meetings and help process enrollment/change forms and documents
- Drive discussions around plan performance and design for private equity clients and related portfolio companies
- Keep clients apprised of industry trends and state and federal regulatory issues
- Anticipate client needs and present strategies to address challenges
- Utilize Risk Strategies resources and tools to maximize efficiency
Requirements:
- Bachelors’ Degree or employee benefits insurance experience
- Minimum 10+ years’ experience within the employee benefits industry
- M&A/Due Diligence experience preferred, but not required
- Valid State Life, Accident and Health brokers’ license or obtain within 60 days
- Excellent verbal and written communication skills
- Knowledge of marketing concepts and negotiation of insurance coverage(s)
- Expertise in computer applications, especially Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Ability to work effectively under pressure, handling multiple tasks with interruptions and changing priorities
- Exceptional organization and time-management skills
- Knowledge of financial underwriting, self-insurance (Medical/Rx), and alternative funding programs (captives, RBP, etc.)
- Experience growing new revenue with current clients and contributing to new client acquisition where applicable
Benefits:
- 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
- Paid Time Off
- Holidays
- Preferred Partner Discounts
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