Employee Benefits Account Executive
Skills
Account ManagementArrangingContainmentCustomer Relationship ManagementDemographicsHealth InsuranceMarketing
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Life Accident and Health Insurance License
- Minimum of five years of employee benefits brokerage or consulting experience
- Experience managing middle-market and or large-group employee benefits clients
- Strong understanding of employee benefits products funding arrangements and market dynamics
- Experience leading client presentations and renewal strategy discussions
- In depth understanding of employee benefit regulations including ACA ERISA COBRA 5500 filings HIPAA
Nice to have
- Consultative
- Strategic
- Client-focused
- Relationship-driven
- Analytical
Day to day
- Serve as the primary strategic contact for a portfolio of middle-market and large-group employee benefits clients.
- Build and maintain strong long-term client relationships through proactive communication and consultative service.
- Lead annual stewardship and renewal meetings while presenting market conditions program recommendations and cost-containment strategies.
- Develop customized benefits solutions by assessing business objectives workforce demographics and risk tolerance.
- Advise clients on funding strategies emerging benefits trends compliance requirements and renewal recommendations.