Responsible for retaining and expanding client relationships
Improving the client experience by demonstrating expertise as a professional insurance advisor
Facilitating the sales cycle of identified opportunities to achieve client goals
Champions relationships with existing accounts and supports acquisition of new clients
Partners with the Account Managers to service as the primary contact for the client for matters related to their financial responsibilities, such as carrier fees
Directs/Mentors/Coaches Account Managers and junior level support staff
Acts as an ambassador with vendors and carriers promoting positive working relationships
Creates client renewal strategy and ensures 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
Manages and oversees the Open Enrollment timeline to ensure that client expectations are met
Rounds 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
5+ 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 Account Executive

Key skills