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Account Executive
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-03-01
Listing for:
Capstone Search Group
Full Time
position Listed on 2026-03-01
Job specializations:
-
Insurance
Insurance Sales
Job Description & How to Apply Below
About the Role
The Employee Benefits Account Executive is with a top independent insurance broker that offers a diversified portfolio of property and casualty, health and welfare, and consulting services. As the lead client service strategist, you work closely with the sales team to monitor account activity as well as support new business and retention goals.
Duties & ResponsibilitiesHere’s a little bit about what you can expect at your desk each day:
- Conduct plan reviews and ensure clients have appropriate coverage in place for their needs
- Oversee the renewal process to include compiling information, preparing submissions, negotiating with underwriters, and preparing proposals/presentations
- Manage implementation and account onboarding
- Assist with reporting, compliance issues, claims review, and meet with clients regularly to discuss findings and issues
- Identify and pursue additional revenue opportunities through account rounding, referrals, and cross-selling
- Minimum five (5) years of group employee benefits experience in a similar agency client service, sales, or consulting capacity
- State insurance license
Hybrid schedule is available.
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