Independently manage an assigned book of Executive Benefits accounts after training, serving as the primary relationship partner for clients, brokers, wholesalers, and internal teams
Build knowledge of products, processes, and systems to support account needs and enhance the overall customer experience
Partner across internal teams to resolve issues, remove barriers, and deliver timely, effective solutions
Use data and reporting to monitor account activity, identify trends, and support decision-making
Manage client and broker inquiries, service needs, escalations, and communications with professionalism and sound judgment
Support technology-enabled enrollment, administration, and service solutions, including online tools, platforms, and system enhancements
Contribute to projects, process improvements, and initiatives that strengthen team operations.

Experience in account management, customer service, operations, sales support, implementation, or relationship management (insurance or Executive Benefits experience necessary)
Strong communication skills, with the ability to listen, ask thoughtful questions, and clearly explain information
Effective organizational and follow-through skills, with the ability to manage multiple priorities and meet commitments
A proactive, solution-oriented mindset with the ability to identify issues and recommend practical improvements
Comfort working with data, reporting, Microsoft 365 tools, Excel, and internal systems
A collaborative approach with a willingness to partner across teams

Regional Account Manager – Executive Benefits

Key skills