Retaining and expanding client relationships
Improving the client experience as a professional insurance advisor
Facilitating the sales cycle of identified opportunities to achieve client goals
Acting as a senior level contact responsible for clients’ employee benefit experience
Developing and executing benefit strategy and ensuring service standards are met
Directing/Mentoring/Coaching Account Managers and junior level support staff
Creating client renewal strategy and ensuring its successful execution
Leading Self-funding marketing alongside data analytics team
Coordinating and presenting renewal details driving cost containment strategies
Managing Open Enrollment timeline to ensure client expectations are met
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
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
Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Senior Account Executive, Employee Benefits

Key skills