Senior level contact responsible for clients’ employee benefit experience
Accountable for developing and executing the benefit strategy and ensuring service standards are met
Directs/Mentors/Coaches Account Managers (AM) and junior level support staff
Acts as an ambassador with vendors and carriers promoting positive working relationships
Creates client renewal strategy and ensures that it is successfully executed by the team
Directs client benefit communication needs including wellness programs and benefit enrollment
Stays up to date with industry trends, and compliance deliverables for clients
Leads Self-funding marketing alongside data analytics team
Responsible for coordinating, presenting renewal details and driving cost containment strategies
Manage and oversee the Open Enrollment timeline to ensure that client expectations are met
Responsible for rounding out existing client accounts at the time of pre-renewal

Proven professional history of success at managing client relationships
Proven understanding of fundamental benefit laws, regulations, and compliance standards
Ability to calculate customized financial analysis and present an interpretation of the data and its meaning
Excellent attention to detail is required
Ability to communicate with all levels of an organization verbally and in writing
4+ years of account management experience of large complex Employee Benefits experience (100+ employees)
State Life and Health Producers license is required
industry professional designation a plus
Self-funded experience is required
Epic and Employee Navigator are preferred and/or other agency management systems
Proficient in MS Office Suite, especially Excel and PowerPoint

Senior Employee Benefits Account Executive

Key skills