Benefits Account Executive

JAMES A SCOTT & SON•Richmond, VA

1d•Onsite

About The Position

Scott Insurance, an employee-owned company with over 160 years of experience, is a leader in developing smart strategies and innovative programs for mid-market companies. They offer a range of solutions including property & casualty, employee benefits, captive insurance, surety bonds, and personal risk services. As one of the largest independent agencies in the Southeast, Scott Insurance has a strong, team-centric culture and provides excellent benefits and retirement programs. They are driven by an entrepreneurial spirit and a commitment to world-class service. This role is for a Benefits Account Executive to join their team in Richmond or Virginia Beach, VA, in a dynamic environment that rewards excellence and encourages entrepreneurial thinking. The Benefits Account Executive will serve as a strategic partner to clients and their assigned producer, managing employee benefit accounts with a focus on retention, growth, and exceptional service delivery. This involves overseeing the full client lifecycle, from plan strategy and renewal management to compliance oversight and ongoing consultative support. This is an on-site position with the potential for a hybrid schedule after training, and may require travel to branch locations and client sites.

Requirements

4+ years of employee benefits administration experience required, with a strong understanding of underwriting methodologies and health reinsurance contract structures.
Exceptional relationship-building skills, with the ability to partner effectively with executive-level client stakeholders, including CFOs, CEOs, and HR Directors.
Demonstrated ability to lead and support internal service teams by managing timelines, setting expectations, reviewing work for accuracy, and assisting with technical and service development.
Active Life & Health insurance license or the ability to obtain a license within 90 days.
Strong analytical, problem-solving, and project management skills, with the ability to successfully implement project strategies.
Excellent written, verbal, and presentation skills.
Highly organized with the ability to manage multiple priorities and deadlines, and advanced proficiency in Microsoft Excel.

Nice To Haves

BA/BS degree (preferred)
CEBS designation preferred or progress toward completion.

Responsibilities

Serve as a trusted advisor, guiding clients and supporting the assigned producer in long‑term benefits strategy and relationship management.
Lead development of strategic recommendations, including cost‑containment approaches and renewal strategies across self‑funded, fully insured, and captive plans.
Oversee renewal execution—directing project plans, coordinating internal resources, and managing carrier negotiations to achieve optimal results.
Provide high‑level guidance on complex issues, offering clear, consultative solutions to clients and internal teams.
Advise on ACA, HIPAA, ERISA, and related compliance matters with an emphasis on practical application.
Deliver insights through custom financial models and performance dashboards that inform client decision‑making.
Evaluate carrier methodologies and projections to provide objective, data‑driven recommendations.
Identify opportunities to expand services and deepen client engagement.
Act as the leader of the account management teams to align strategy, timelines, and execution across the client lifecycle.
Support effective use of agency systems and tools as part of overall client strategy.
Perform other duties as assigned.