Account Executive

About the Role

The Employee Benefits Account Executive is with a large insurance brokerage that has a wide geographic reach but still takes a local approach to client management. They encourage a collaborative culture. Most of their accounts are in the Midwest and travel will be required to meet with clients on-site. They require a hybrid schedule if you’re near an existing office and to work EST hours.

This role is designed to work on large group health and welfare accounts. Most accounts are over 100 lives with the target being 500+. Self-funded knowledge will be an important component of your job. Other responsibilities include:

• Negotiate renewals
• Prepare for and participate in renewal and strategy meetings
• Coordinate RFPs, data analysis, spread sheeting, utilization/financial reports, plan documents, and so on
• Lead the oversight and execution of daily service issues, resolve escalated issues, compliance related matters, etc.

• Minimum seven (7) years of life and health insurance industry experience providing client management & consultation to larger cases at a major medical insurance company or retail agency/broker
• Senior account manager capabilities including involvement in the sales process (renewal presentations, reviews, carrier negotiations)
• State insurance license