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Employee Benefits Account Executive

The Misch Group
Gwynedd, PA Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 4/7/2025

Summary: The Employee Benefits Account Executive is responsible for retaining and growing business by managing client relationships and developing new business opportunities. This role serves as the primary point of contact for clients and collaborates with internal teams to deliver exceptional service.


Essential Duties and Responsibilities:

  • Cultivate and maintain strong client relationships.

  • Lead the renewal process, providing recommendations and solutions.

  • Understand client business objectives and tailor benefits strategies.

  • Educate clients on benefits legislation and compliance.

  • Develop and execute new business strategies, including proposals and presentations.

  • Support the sales team.

  • Participate in internal and external meetings.

Competencies:

  • Strategic planning (benefits strategies)

  • Communication (verbal and written)

  • Negotiation skills

  • Presentation skills

  • Consultative approach

  • Industry knowledge (employee benefits, regulations)

  • Data analysis skills

  • Project management skills

  • Technical proficiency (benefits software, MS Office)

  • Interpersonal skills

  • Ethical standards

  • Adaptability

  • Leadership

Education and Experience:

  • Valid Life, Accident, and Health Insurance Producer license.

  • Proficient knowledge of insurance coverages, contracts, and state regulations.

  • Proficient with Microsoft Office 365.

  • 3 years of progressive experience in Employee Benefits account management or sales.

  • Travel required.

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