Account Executive- Employee Benefits

NFPCharleston, SC
1d$56,000 - $115,000

About The Position

The Account Executive serves as the primary client partner, delivering strategic guidance, financial oversight, benefits administration support, and renewal/marketing leadership for fully‑insured and level‑funded benefit programs. This role ensures clients receive proactive consulting, seamless plan operations, and exceptional service aligned with business objectives.

Requirements

  • Analytical and financial skills
  • Strong client relationship management
  • Benefits/insurance knowledge
  • Project management and organization
  • Clear communication and negotiation abilities
  • BA/BS preferred
  • Typically more than 5 years industry and product line experience.
  • 4+ years of health and welfare consulting experience required
  • Life, Accident and Health Insurance License required.

Nice To Haves

  • GBA or CEBS Certification a plus.

Responsibilities

  • Lead annual review of client goals and benefits objectives
  • Develop short‑ and long‑term strategic plans
  • Analyze funding arrangements, market trends, and PEO solutions
  • Conduct plan design modeling
  • Perform employee contribution modeling
  • Support budget reviews and financial impact assessment
  • Develop and maintain an annual project plan
  • Manage carrier/vendor implementations
  • Oversee vendor relationships and issue resolution
  • Assist with claims, billing, contract questions, and escalated concerns
  • Provide access to Learning Management resources
  • Support enrollment administration as needed
  • Plan and coordinate renewal activity
  • Lead RFP development, proposal review, and market analysis
  • Negotiate pricing and contract terms
  • Support implementation of new plans, vendors, and carriers
  • Provide bi‑weekly compliance updates
  • Deliver annual Compliance Checklist and Model Notices
  • Supply annual compliance calendar
  • Offer access to HR/benefits compliance tools, hotline, and training
  • Share compliance bulletins, white papers, and seminar opportunities

Benefits

  • competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • exclusive discount programs
  • health & wellness programs
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