Job Description
We are seeking a highly motivated, strategic, and client-focused Employee Benefits Account Executive. This individual will serve as the primary point of contact, quarterbacking the internal service team to ensure client satisfaction, successful renewals, and long-term retention. This is not a traditional Account Manager role-our ideal candidate brings consultative expertise, proactive problem-solving, and executive presence to every interaction.
Experience and Skills
Essential Responsibilities Client Leadership
- Act as the strategic advisor and relationship owner for a defined book of business.
- Lead and execute renewal strategy, presenting cost containment and benefit design recommendations to clients.
- Deliver proactive, year-round client communication to ensure satisfaction, compliance, and program alignment.
- Conduct client stewardship meetings, open enrollment meetings, and strategy sessions.
Internal Team Leadership
- Serve as the internal team lead-delegate tasks, monitor progress, and ensure all client deliverables are executed accurately and on time.
- Provide coaching and oversight to Account Managers and other support staff.
- Coordinate with Producers to maintain strong communication and client strategy alignment post-sale.
Carrier and Vendor Management
- Negotiate plan designs and rates with carriers and vendors on behalf of clients.
- Manage and maintain strong relationships with carrier representatives.
- Review carrier agreements, contracts, and plan documents for accuracy and compliance.
Compliance and Technical Expertise
- Stay current on applicable laws (ACA, ERISA, COBRA, HIPAA, etc.) and advise clients accordingly.
- Ensure client benefits programs are compliant and support clients through audits or legal inquiries.
- Use benchmarking and financial reporting to inform strategic decisions.
Business Growth
- Identify cross-sell and upsell opportunities within existing accounts.
- Support Producers in finalist presentations and prospect meetings, as needed.
- Champion innovation, operational improvements, and strategic initiatives to continuously elevate the client experience.
Qualifications
Education & Experience
- Bachelor's degree in Business, HR, or related field preferred.
- 8+ years of experience in employee benefits account management or consulting, including large group and self-funded experience.
- Active Life and Health Insurance License (required).
- Professional designation(s) preferred (CEBS, GBA, RHU, REBC, etc.).
Skills & Attributes
- Strong executive presence with excellent verbal and written communication skills.
- Demonstrated ability to lead complex client relationships and internal teams.
- Deep knowledge of benefits products (medical, dental, vision, life, disability, voluntary), funding arrangements, and compliance requirements.
- Ability to juggle multiple priorities with precision, professionalism, and poise.
- Proficient in Microsoft Office Suite and agency management systems (e.g., Benelinx, Zywave, etc.).
|
Gregory & Appel Insurance
Dec 05, 2025