Employee Benefits Account Executive

Role Overview

• Independently serve as a key liaison for both large
• Manage and grow an existing book of business by developing strategic plans for client retention and new business opportunities.
• Serve as the primary point of contact for clients, conducting regular visits, addressing service issues, and leading benefits presentations during Open Enrollment and other meetings.
• Build and maintain strong relationships with clients, vendors, and carriers to support long-term retention and satisfaction.
• Collaborate with client decision-makers and technical contacts to understand needs, develop service plans, and resolve escalated issues, including claims and enrollment concerns.
• Lead the renewal process for health and life coverage, recommending tailored insurance solutions, cost-saving strategies, and plan modeling.
• Identify cross-selling opportunities and support new business efforts through proposal development and presentations.
• Coordinate internal resources and introduce relevant products from other business units to meet client needs.
• Maintain accurate documentation in the sales management system and ensure compliance with insurance operations and regulatory requirements.
• Educate clients on benefits legislation, compliance, and emerging products.
• Support agency goals by promoting high performance standards, participating in leadership meetings, and fostering a collaborative team environment.
• Stay current on industry trends, product developments, and regulatory changes through ongoing training and professional development.
• All other duties as assigned.

Requirements

• A valid New Jersey Producer license in Life, Health, and Accident (as well as any other required states and/or authorities to service the assigned book of business) must be maintained in good standing or be obtained within 90 days of hire.
• A college degree in Business Administration, Insurance, Risk Management, or a related field, or an equivalent qualification (preferred)
• High school diploma
• 5+ years of professional experience within the insurance industry’s account management, sales or a related field.
• Proficient knowledge of employee benefit insurance coverages and contracts.
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
• Able to create, edit, and merge letters, spreadsheets, labels, etc.
• Proficient knowledge of office equipment (including but not limited to copy machines, printers, faxes, binding machines, etc).

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.