Employee Benefits Account Executive

The Jonus Group•Houston, TX
•Hybrid

About The Position

Seeking a highly skilled and experienced Employee Benefits Account Executive to join a dynamic team. This role offers an exciting opportunity to manage and grow a book of business, serving as a trusted advisor to clients. The ideal candidate will have a strong background in employee benefits, particularly in self-funded and level-funded plans, and will excel in building and maintaining client relationships. This position is ideal for a professional who thrives in a collaborative environment and is passionate about delivering tailored solutions to meet client needs.

Requirements

  • Active Life & Health (L&H) license in Texas is required.
  • Minimum of 5 years of experience in employee benefits, with a strong focus on self-funded and level-funded plans.
  • Proficiency in software such as ImageRight, BenefitPoint, and Employee Navigator.
  • In-depth understanding of self-funded and level-funded plans, including financial arrangements, claims reporting, and renewal processes.
  • Strong communication, negotiation, and relationship-building skills.
  • Ability to effectively present complex concepts to clients and stakeholders.

Responsibilities

  • Manage and maintain relationships with an existing book of business, ranging from mid-sized to large accounts (50-500 lives).
  • Serve as a trusted advisor to clients, providing strategic recommendations and tailored solutions for their employee benefits needs.
  • Evaluate current coverage, identify potential gaps, and develop strategies to address them.
  • Collaborate with carriers, TPAs, PBMs, stop-loss vendors, and other benefit partners to ensure seamless service delivery.
  • Handle self-funded and level-funded plans, including stop-loss coverage, claims funding, plan document requirements, renewals, claims reporting, and surplus refund provisions.
  • Present to clients, negotiate with carriers, and coordinate pre-renewal processes.
  • Cross-sell opportunities within the existing book of business and collaborate with producers on commercial accounts to identify potential clients.
  • Occasionally travel to present to clients and attend meetings.

Benefits

  • Competitive benefits package
  • 401(k)
  • paid time off
  • professional development opportunities
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