Account Executive, Employee Benefits

Risk Strategies

2d

About The Position

The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Account Executive is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate. The Account Executive is responsible for revenue growth – client expansion – on their personal book of business and assisting producers and team with prospecting new clients, including proposal development. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans. Your Impact: Serve as a subject matter expert on Health & Welfare benefits, including medical, dental, vision, life, disability, and voluntary products Manage and grow a book of business exceeding $1M in revenue Build and maintain strong, reference‑ready relationships with clients, prospects, and carrier partners Proactively advise clients on industry trends, regulatory updates, and strategic solutions to address evolving needs Lead RFPs, renewals, and open enrollment processes, including carrier negotiations and client recommendations Apply underwriting fundamentals to explain funding options, rate impacts, and cost drivers Project manage the book of business, ensuring timely deliverables, accurate system updates (e.g., BenefitPoint, AMS), and full regulatory compliance Review work product, provide feedback, and mentor junior team members while leveraging internal tools and resources to maximize efficiency

Requirements

• BA/BS preferred
• Life, Accident and Health Insurance License required
• 5+ years of health & welfare experience, meets, or exceeds, core practice competency-based skills
• Client-facing experience in the employee benefit industry
• Technical knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services

Responsibilities

• Serve as a subject matter expert on Health & Welfare benefits, including medical, dental, vision, life, disability, and voluntary products
• Manage and grow a book of business exceeding $1M in revenue
• Build and maintain strong, reference‑ready relationships with clients, prospects, and carrier partners
• Proactively advise clients on industry trends, regulatory updates, and strategic solutions to address evolving needs
• Lead RFPs, renewals, and open enrollment processes, including carrier negotiations and client recommendations
• Apply underwriting fundamentals to explain funding options, rate impacts, and cost drivers
• Project manage the book of business, ensuring timely deliverables, accurate system updates (e.g., BenefitPoint, AMS), and full regulatory compliance
• Review work product, provide feedback, and mentor junior team members while leveraging internal tools and resources to maximize efficiency

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees