Senior Account Executive, Employee Benefits

The Senior Account Executive serves as a trusted advisor to clients, managing day-to-day relationships while developing and executing effective employee benefits strategies. This role acts as the primary client contact, delivering expert guidance across medical, life, disability, and ancillary benefit plans.

In addition to leading client strategy, the Senior Account Executive oversees account execution by reviewing work, delegating responsibilities, and ensuring timely, accurate deliverables. The role also drives revenue growth through client expansion and supports new business development alongside producers and internal teams.

The ideal candidate brings deep knowledge of employer-sponsored health and welfare plans, along with a strong understanding of federal and state regulations, and thrives in a fast-paced, growth-focused environment at a top insurance brokerage firm.

• Serve as a subject matter expert in Health & Welfare benefits, including medical, dental, vision, life, disability, and voluntary products, with strong carrier and vendor knowledge.
• Manage and grow a $1M–$1.5M+ book of business while maintaining accountability for all client deliverables and system updates.
• Build and maintain strong, reference-ready relationships with clients, prospects, and carrier partners.
• Proactively advise clients on industry trends, regulatory changes, underwriting concepts, funding alternatives, and cost drivers.
• Anticipate client needs and develop strategic solutions to address challenges and support long-term goals.
• Lead renewals, RFPs, carrier negotiations, open enrollment, and compliance efforts to ensure optimal outcomes for clients.
• Utilize Risk Strategies tools and resources to maximize efficiency while mentoring junior team members through review, feedback, and guidance.