EBS Account Executive

Crest Insurance Group•Tempe, AZ

About The Position

At Crest Insurance Group, we believe exceptional client service starts with exceptional employees. Recognized as the #2 Best Place to Work in the Phoenix area, Crest has built a culture that values collaboration, professional growth, work-life balance, and employee well-being. We offer a competitive salary, a robust benefits package, opportunities for ongoing professional development, and a supportive environment where team members are empowered to make an impact. We are seeking an experienced Employee Benefits Account Executive to serve as a trusted advisor to clients, partner closely with Producers, and lead account service teams in delivering strategic employee benefits solutions. This role offers the opportunity to work directly with executive leadership teams, manage complex benefit programs, and help organizations navigate today's evolving benefits landscape.

Requirements

Strong knowledge of employee benefits products, plan design, underwriting concepts, claims, billing, and administration
Experience managing complex client relationships and consulting with executive-level decision-makers
Understanding of employee benefits regulations, including ACA, HIPAA, COBRA, ERISA, and related compliance requirements
Exceptional communication, presentation, project management, and problem-solving skills
Ability to manage multiple priorities while delivering outstanding client service
Proficiency with Microsoft Office, Applied EPIC, Employee Navigator, and related technology platforms
6+ years of employee benefits insurance experience
Active Health & Life Insurance License required
Valid driver's license and ability to travel locally as needed

Nice To Haves

Bachelor's degree preferred

Responsibilities

Serve as the primary day-to-day advisor for a portfolio of employee benefits clients
Build and maintain strong relationships with clients, carriers, and vendor partners
Lead benefit plan renewals, marketing efforts, requests for proposals (RFPs), and strategic planning initiatives
Present renewal strategies, plan recommendations, and compliance updates to client leadership teams
Coordinate benefit implementations, enrollment projects, plan changes, and vendor integrations
Assist clients with claims, billing, administrative, and compliance-related questions
Facilitate stewardship meetings and ongoing service reviews
Partner with Producers to identify growth and cross-selling opportunities
Mentor and support Account Management team members while helping drive service excellence
Maintain accurate client records and activities within the agency management system