Sr. Employee Benefits Account Executive

Job Description

Job Summary

A leading agency is seeking a skilled Sr. Employee Benefits Account Executive to join their team. The successful candidate will be responsible for managing and growing a portfolio of employee benefits clients while providing comprehensive service and support. This role requires a strong understanding of the insurance industry and excellent client relationship management skills.

Responsibilities

• Manage a portfolio of employee benefits clients, ensuring excellent service delivery and client satisfaction.
• Develop and implement strategic plans to grow the employee benefits book of business.
• Act as a trusted advisor to clients, providing expert guidance on benefit plans, compliance, and industry trends.
• Collaborate with internal teams to address client needs and issues, and ensure timely resolution.
• Stay informed about industry changes, market trends, and regulatory updates to provide proactive advice to clients.
• Conduct regular client reviews and proactively identify opportunities for account expansion and additional service offerings.
• Utilize the AMS Sagitta system to manage client accounts, process new business, and maintain accurate records.
  
  

Qualifications/Requirements

• Proven experience as an Account Executive in the employee benefits or insurance industry.
• In-depth knowledge of employee benefits products, compliance regulations, and industry best practices.
• Strong communication, negotiation, and presentation skills.
• Ability to build and maintain strong, long-lasting client relationships.
• Proficiency in using AMS Sagitta or similar agency management systems.
• Relevant industry certifications (e.g., CEBS, Group Benefits Associate) are preferred.
• Bachelor's degree in Business, Finance, or related field.
• Commitment to promoting diversity, equality, and inclusion in the workplace.
  
  

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $95k-$115k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.