Employee Benefits Account Executive

The Jonus GroupKingston, PA
4dHybrid

About The Position

Seeking an experienced Account Executive to manage and grow a book of employee benefits clients. The role focuses on delivering strategic consulting, exceptional service, and proactive renewal management across medical, dental, vision, life, disability, voluntary benefits, and spending accounts.

Requirements

  • 5+ years of employee benefits account management or service experience
  • Active Life & Health Insurance License
  • Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook, Teams) and Adobe Acrobat
  • Proven presentation and facilitation skills
  • Strong relationship-building, organizational, and multitasking abilities
  • Ability to quickly learn and troubleshoot client technology systems independently
  • Professional demeanor and client-focused approach

Nice To Haves

  • Advanced Excel skills (formulas, pivot tables, V/XLOOKUP)
  • Bachelor’s degree

Responsibilities

  • Retain and grow existing clients across all market segments
  • Conduct regular client meetings (claims/utilization reviews, compliance updates, pre-renewal strategy, renewals, open enrollment)
  • Build and maintain strong relationships at all levels of client organizations
  • Lead the renewal process, negotiate rates, and recommend plan/design or funding changes
  • Develop tailored proposals, presentations, and new business strategies
  • Present benefits education, legislative/compliance updates, and industry trends to employers and employees
  • Prepare annual Stewardship Reports and quarterly Claims Utilization Reviews
  • Partner with internal teams to introduce new products/services and resolve client needs
  • Provide ad-hoc producer support and technological assistance (HRIS, benefit platforms, etc.)
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service