Employee Benefits Account Executive

Job Description

Job Description

Lead Employee Benefits Strategy for Growing Businesses

Relation Insurance is seeking an experienced Employee Benefits Account Executive to join its team.

This is an opportunity for a seasoned employee benefits professional who enjoys serving as a trusted advisor to clients, leading strategic benefit plan discussions, and helping organizations navigate complex healthcare and employee benefits decisions.

You'll partner closely with clients, carriers, producers, and internal consulting teams to design, manage, and optimize employee benefits programs. From renewals and benchmarking to compliance guidance and employee communications, you'll play a key role in helping clients achieve their business and workforce goals.

As part of one of the nation's leading insurance brokerages, you'll have access to the resources, technology, and support needed to deliver exceptional client outcomes while continuing to grow your own career.

If you're someone who enjoys building relationships, solving complex challenges, and serving as a strategic consultant rather than simply servicing accounts, we'd love to connect.

What You'll Do

• Serve as the primary relationship manager and strategic advisor for assigned employee benefits clients
• Develop a deep understanding of each client's business objectives, workforce demographics, and benefits strategy
• Lead annual renewal planning, carrier negotiations, market evaluations, and strategic benefit recommendations
• Analyze claims experience, utilization trends, contribution strategies, and plan performance to identify opportunities for improvement
• Develop and present benchmarking reports, renewal strategies, financial analyses, and executive-level recommendations
• Guide clients through employee benefits compliance matters, including HIPAA, COBRA, ACA, and related regulations
• Manage open enrollment strategy, employee education campaigns, enrollment meetings, and communication materials
• Partner with producers and internal service teams to ensure exceptional client service and successful execution of client initiatives
• Review carrier proposals, vendor agreements, plan documents, and Summary Plan Descriptions (SPDs) for accuracy and alignment with client objectives
• Develop employee-facing communications including benefit guides, enrollment presentations, educational materials, and announcements
• Maintain strong relationships with insurance carriers, vendors, consultants, and internal stakeholders
• Identify opportunities to expand client relationships through additional services, resources, and strategic solutions
• Utilize technology, reporting tools, and innovative solutions to enhance client service and operational efficiency
• Support additional projects and initiatives as needed

What You Bring

• Active Life, Accident & Health License required
• Minimum 5 years of employee benefits brokerage experience required
• Strong knowledge of employee benefits programs including medical, dental, vision, life, AD&D, short-term disability, and long-term disability plans
• Experience leading employee benefits renewals and presenting recommendations directly to client leadership teams
• Knowledge of HIPAA, COBRA, ACA, and other employee benefits compliance requirements
• Experience analyzing claims data, utilization reports, benchmarking studies, and contribution strategies
• Strong project management skills with the ability to manage multiple client priorities simultaneously
• Advanced Microsoft Excel, PowerPoint, and presentation skills
• Excellent verbal and written communication skills
• Ability to work independently while collaborating effectively within a team environment
• Strong problem-solving, consulting, and relationship-building abilities

Preferred but not required:

• Bachelor's degree
• CEBS, CBP, or other advanced employee benefits designation
• Experience with employee benefits technology platforms, enrollment systems, and carrier portals

Schedule

• This is a full-time position with a combination of client-facing meetings, internal collaboration, and strategic consulting responsibilities.
• Travel to client locations within the market may be required.

Why Join Relation Insurance

• Competitive compensation
• Annual incentive opportunity
• Comprehensive benefits package including medical, wellness programs, PTO, paid holidays, 401(k), and employee assistance resources
• Career advancement and professional development opportunities
• Access to industry-leading technology and resources
• Collaborative and supportive team environment
• Opportunity to work with a diverse portfolio of clients and industries
• Stability and growth with a nationally recognized insurance brokerage

EEOC: We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.