Company overview: For more than 25 years, we have provided cost-effective employee benefits and HR services, transparent pricing, and personalized, quality service to every client. We go the extra mile to develop long-term relationships and build strong partnerships with each client we serve. We help our clients focus on running—and growing—their businesses. Bonded by shared goals, we are a data-driven and results-focused company committed to solving any HR issue, big or small.
Position Description: The Benefits Account Executive oversees and nurtures relationships with clients and brokers, serving as a strategic partner for all benefit-related needs. This individual manages the full scope of each client’s benefits program and acts as the primary point of contact for benefit administration, service resolution, and growth opportunities. They support Clients, Worksite Employees, Brokers, and Insurance Vendors and play a key leadership role within the Benefits team. ‑related needs. This individual manages the full scope of each client’s benefits program and acts as the primary point of contact for benefit administration, service resolution, and growth opportunities. They support Clients, Worksite Employees, Brokers, and Insurance Vendors and play a key leadership role within the Benefits team.
Roles and Responsibilities:
Provide a high-level consultative insight and strategic direction to key brokers and clients, identifying and driving opportunities for retention and growth.
‑Establish and reinforce client expectations through proactive, strategic communication and reliable follow‑through, driving confidence and long‑term account stability.
Develop and mentor Benefits Specialists by providing strategic guidance on daily responsibilities and advancing their long‑term professional development.‑to‑day responsibilities and professional
Build and maintain productive relationships with benefit vendors and carriers.
Deliver high‑quality presentations and employee consultations to ensure a clear understanding of available benefit options and strategic plan offerings.
Direct the end‑to‑end renewal process, ensuring strategic alignment and maintaining high‑level communication and collaboration with clients and brokers
Participate continuously in the medical underwriting process with internal partners.
Investigate and resolve employee and client concerns related to:
Claims
Eligibility
Billing
Coverage
COBRA
Required Skills:
Strong interpersonal and relationship building skills
Ability to manage multiple renewals simultaneously
Excellent written, oral, and presentation skills
Thorough understanding of employee group benefits, including COBRA
Strong analytical skills
Ability to upsell additional product offerings
Ability to work independently and collaboratively
Strong computer proficiency and adaptability to new systems
Ability to thrive in a high-pressure environment
Knowledge of HRIS systems; Salesforce and Prism preferred
Required Experience:
Minimum of five years of client facing and/or sales experience in group employee benefits‑facing and/or sales experience in group employee benefits
Strong understanding of group health plans, including the ability to analyze and develop recommendations
Experience in a consultative and strategic role
Health and Life License required
Minimum of three years of PEO experience required
Broker experience required
Demonstrated experience in relationship building and strategic consultative environments‑building and strategic consultative environments
This role is Hybrid Salary based on experience up to $100K
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