Hybrid Senior Client Account Executive – Employee Health & Benefits

Posted 6 days ago

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About the role

  • Senior Client Account Executive managing client relationships and service plans for employee health and benefits. Collaborating with teams to deliver tailored insurance solutions.

Responsibilities

  • Build and maintain strong relationships with key clients and carriers through phone, email, and in-person interactions
  • Develop and execute comprehensive client service plans tailored to assigned accounts
  • Coordinate internal and external activities to manage both new and renewal accounts efficiently and professionally
  • Identify cross-sell opportunities and recommend new lines of coverage that align with client objectives
  • Collaborate closely with Producers and Marketing Account Executives to oversee the renewal process
  • Prepare and present marketing materials and ensure smooth implementation by working alongside service teams
  • Assist clients and internal staff with service questions related to administration, billing, and claims
  • Maintain detailed records in client management systems to track policies, meetings, and follow-ups
  • Attend seminars and carrier meetings to stay current on new products and legislative changes
  • Mentor team members and handle additional duties as assigned

Requirements

  • Bachelor's degree or equivalent education and related training
  • 7+ years of relevant insurance industry experience
  • Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
  • Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
  • Strong understanding of EHB claims data
  • Experience with alternative funding arrangements, pharmacy programs, care management and wellness solutions
  • Knowledgeable in EB Compliance
  • Demonstrated skillset with Microsoft Office and proficiency with Excel and PowerPoint

Benefits

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities

Job title

Senior Client Account Executive – Employee Health & Benefits

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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