Senior Account Executive
About The Position
The Olson Group is seeking a Senior Account Executive to join their team in Omaha, NE. This hybrid, full-time role is crucial for helping employer clients navigate complex employee benefits strategies, driving long-term retention and growth. The position involves managing a significant book of business, building strong client relationships, and providing strategic guidance to help organizations control costs, enhance benefit offerings, and support their employees. The Senior Account Executive will partner with clients, carriers, and internal teams to develop and implement customized Benefit Edge Strategic Plans, acting as a trusted advisor for predominantly self-funded groups. This includes guiding clients through plan analysis, renewal strategy, financial reporting, and ongoing consultation.
Requirements
- 3+ years of experience in account management, customer support, or a related client-facing role within the employee benefits insurance industry.
- Associate degree in Business Administration or a related field.
- Active Nebraska Life and Health Insurance License.
- Working knowledge of employee benefits programs, including medical, ancillary, and self-funded plans.
- Strong written and verbal communication skills.
- Experience using CRM systems, Microsoft Office applications, and other client management tools.
- Ability to analyze data, manage projects, and provide strategic recommendations to clients.
Nice To Haves
- Bachelor's degree in Business Administration or a related field.
- Experience working extensively with self-funded employer groups.
- Advanced knowledge of benefit compliance requirements and regulatory updates.
- Demonstrated success identifying cross-selling opportunities and supporting business growth initiatives.
- Industry certifications or ongoing professional development related to employee benefits or insurance consulting.
Responsibilities
- Manage a portfolio of in-force employee benefits clients, primarily self-funded groups, to drive satisfaction, retention, and long-term partnership.
- Develop and execute customized Benefit Edge Strategic Plans that support client goals and improve year-over-year retention.
- Analyze plan performance, funding arrangements, and financial results to identify opportunities for cost containment and benefit optimization.
- Negotiate renewals and terms with carriers to secure competitive solutions and favorable outcomes for clients.
- Lead renewal presentations, open enrollment meetings, and client strategy discussions with clarity and confidence.
- Identify cross-selling opportunities and support business development efforts that contribute to agency growth.
- Deliver quarterly financial reports and client reviews that provide actionable insights and recommendations.
- Stay informed on market trends, compliance developments, and industry best practices, sharing relevant updates with clients and colleagues.
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families
- Dedicated healthcare concierge
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO
- Separate sick leave
- Competitive 401(k) company match
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
