Account Executive, Benefits
About The Position
The Benefits Account Executive manages, retains, and grows an assigned portfolio of employee benefits clients. The role serves as the primary client relationship manager and strategic advisor, leading renewals, supporting open enrollment, coordinating client service, and identifying opportunities to expand client relationships. The position works with client executives, HR professionals, decision-makers, internal teams, and carriers to support a positive client experience and provide guidance on benefits plans, costs, market trends, and compliance considerations. Performance is measured by client retention and satisfaction, renewal management, revenue growth and cross-selling, strategic client engagement, accurate and timely account management, and teamwork.
Requirements
- Bachelor's degree or equivalent professional experience.
- Active Life, Accident & Health insurance license or ability to obtain one within the required timeframe.
- Knowledge of group medical, dental, vision, life, disability, and related benefits products.
- Experience with renewals, carrier negotiations, client presentations, and relationship management.
- Strong communication, organization, and client-service skills.
- Proficiency with Microsoft Office and client management systems.
- Ability to attend client meetings and travel locally as needed.
Nice To Haves
- Employee benefits, insurance brokerage, account management, or benefits consulting experience.
Responsibilities
- Serve as the primary relationship manager and benefits advisor for assigned clients.
- Build strong relationships with client executives, HR professionals, and key decision-makers.
- Lead annual benefits renewals, including plan analysis, carrier negotiations, recommendations, presentations, and implementation.
- Coordinate open enrollment activities and conduct client and employee benefits presentations.
- Provide ongoing strategic guidance regarding plan performance, costs, market trends, and compliance considerations.
- Partner with internal teams and carriers to resolve service issues and ensure a positive client experience.
- Proactively identify retention risks and opportunities to improve client relationships.
- Identify cross-selling opportunities across CIP's benefits, retirement, HR consulting, payroll, and other services.
- Meet established retention and revenue goals, including a target of at least two additional lines of coverage per month.
- Maintain accurate client records, documentation, and renewal information and meet established deadlines.
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What This Job Offers
Job Type
Full-time
