Account Executive

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.

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.

• Salary: $125,000 - $150,000 annually, depending on experience.
• First-year salary is set. From the second year onward, compensation will transition to a commission-based structure tied to the size of the book of business.
• Benefits:
  Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

• 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.

• Licenses:
  Active Life & Health (L&H) license in Texas is required.
• Experience:
  
  Minimum of 5 years of experience in employee benefits, with a strong focus on self-funded and level-funded plans.
• Technical
  
  Skills:
  
  Proficiency in software such as Image Right, Benefit Point, and Employee Navigator.
• Knowledge:
  In-depth understanding of self-funded and level-funded plans, including financial arrangements, claims reporting, and renewal processes.
• Skills:
  
  Strong communication, negotiation, and relationship-building skills. Ability to effectively present complex concepts to clients and stakeholders.
• Work Environment:
  Hybrid work model with initial in-office training. Flexible schedule based on client needs, with potential for remote work on certain days.