Job Description

Employee Benefits Account Executive

Job Summary

Seeking an experienced Employee Benefits Account Executive to join an established and growing insurance agency. This role offers the opportunity to work in a collaborative, team-oriented environment while managing a diverse portfolio of employee benefits accounts. The ideal candidate will serve as a strategic partner to clients and producers, ensuring exceptional service delivery, client retention, and account growth.

This position offers a hybrid work arrangement and requires occasional travel to office locations and client sites.

Responsibilities

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  Serve as a strategic partner to clients and assigned producers, managing employee benefits accounts with a focus on retention, growth, and exceptional service delivery.

  
  


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  Oversee the full client lifecycle, including plan strategy, renewal management, compliance oversight, and ongoing consultative support.

  
  


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  Develop and maintain strong client relationships, providing strategic guidance on employee benefits programs and solutions.

  
  


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  Collaborate with internal teams to ensure seamless service delivery and client satisfaction.

  
  


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  Apply knowledge of underwriting methodologies and health reinsurance contract structures to support client needs.

  
  


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  Provide expert guidance and support to clients on employee benefits administration.

  
  


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  Ensure compliance with applicable regulations and industry standards.

  
  


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  Identify opportunities to enhance client benefits programs and support account growth.

  
  

Qualifications/Requirements

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  Education: Bachelor's degree preferred.

  
  


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  Licensure: Holds an active L&H (Life and Health) insurance license.

  
  


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  Experience: Minimum of 4 years of employee benefits administration experience.

  
  


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  Industry Knowledge: Strong understanding of underwriting methodologies, health reinsurance contract structures, and employee benefits programs.

  
  


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  Technical Skills: Proficiency in Applied EPIC preferred.

  
  


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  Account Management: Demonstrated experience managing a diverse portfolio of employee benefits accounts, including mid-market and large-group clients.

  
  


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  Organizational Skills: Strong attention to detail, effective time management, and the ability to prioritize multiple responsibilities.

  
  


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  Communication Skills: Excellent interpersonal and communication skills with a consultative, client-focused approach.

  
  


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  Collaboration: Ability to work effectively with producers, internal teams, and clients in a collaborative environment.

  
  

Compensation Package

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  Salary Range: $90,000 – $160,000 annually, depending on experience.

  
  


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  Benefits: Comprehensive benefits package, including health insurance.

  
  


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  Work Arrangement: Hybrid.

  
  


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  Travel: Occasional travel to office locations and client sites as needed.

  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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