Account Executive
Overview
The Account Executive (AE) is a key client-facing leader responsible for managing a portfolio of employer group benefit clients. This role oversees strategic planning, vendor negotiations, financial analysis, renewal management, and day‑to‑day service delivery. The AE partners closely with Producers/Consultants and internal service teams to ensure exceptional client satisfaction and retention.
Key Responsibilities
Client Relationship Management
- Serve as primary point of contact for client HR and executive teams.
- Lead ongoing client communication, stewardship meetings, and strategic planning discussions.
- Ensure a high‑touch, consultative experience that supports long‑term retention.
Strategic Planning & Consulting
- Develop multi‑year benefits strategies aligned with client goals around cost, benefits philosophy, market competitiveness, and workforce needs.
- Analyze plan design, claims experience, utilization trends, and financial performance.
- Provide benchmarking, compliance updates, and industry insights.
Renewal & Financial Management
- Manage the full renewal process, including rate negotiations with carriers, underwriting review, and marketing of plans.
- Prepare financial exhibits and modeling for funding strategies (fully insured, level‑funded, or self‑funded).
- Evaluate vendor proposals and make recommendations to clients.
Project & Service Delivery Oversight
- Oversee implementation of new carriers, products, and plan changes.
- Collaborate with internal teams (account management, analysts, compliance, communications).
- Ensure timely delivery of open enrollment materials, employee communications, and compliance documentation.
Compliance & Governance
- Provide guidance on federal and state regulations (ACA, ERISA, COBRA, HIPAA, Section 125).
- Review plan documents, SBCs, SPDs, and contracts for accuracy.
- Work with compliance resources to address regulatory issues.
Vendor & Market Engagement
- Maintain strong relationships with insurance carriers, TPAs, PBMs, and technology partners.
- Stay informed about market trends, underwriting practices, and emerging solutions.
Qualifications
- Bachelor's degree preferred; equivalent experience considered.
- 5-10+ years of employee benefits experience within a brokerage or consulting environment.
- Strong understanding of group health and welfare plans (medical, Rx, dental, vision, life/disability, voluntary benefits).
- Proficiency in financial analysis, underwriting principles, and renewal management.
- Excellent communication, presentation, and client-relations skills.
- Active Life & Health insurance license (or ability to obtain).
FAQs
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