Benefits Account Executive

An expanding insurance and benefits firm is in need of a seasoned Benefits Account Executive to assist and manage group benefits clients in a mixed work setting. This position is perfect for individuals who excel at client relationships and enjoy overseeing benefits administration tasks.The perfect candidate will be proactive, well-organized, and have prior experience with employee health and life insurance programs. Effective communication, attention to detail, and the ability to collaborate with clients, carriers, vendors, and internal teams are essential for this role.ResponsibilitiesOversee daily service operations for designated benefits accountsAssist clients with renewals, enrollments, policy adjustments, terminations, and ongoing account upkeepCultivate strong relationships with employers, insurance providers, TPAs, and internal stakeholdersEnsure timely distribution of plan materials, employee communications, and benefits paperworkAid clients and employees with claims, billing inquiries, and escalations to carriersCollaborate with carriers and administrators to address service and policy issuesMaintain accurate documentation in agency management and CRM systemsOffer hands-on support during open enrollment periods and employee education eventsStay updated on industry trends, compliance changes, carrier offerings, and best practicesContribute to client retention and service efforts through timely and professional communicationRequirementsActive Life & Health insurance license mandatoryAt least 1 year of experience supporting employee benefits or group insurance accountsKnowledge of group health, dental, vision, life, and disability insurance productsStrong customer service, communication, and relationship-building abilitiesExcellent organization skills to handle multiple tasks and deadlinesExperience with insurance carriers, TPAs, and benefits administration processesProficient in Microsoft Office, agency management, or CRM systemsExperience with HubSpot or similar CRM platforms is advantageousDesired QualitiesClient-focused with solid problem-solving skillsCapable of providing benefits education and enrollment support to clients and employeesDetail-oriented with strong follow-up and accountabilityAble to work independently and collaboratively in a hybrid work environmentAdaptable and responsive in a fast-paced professional setting