Senior Account Executive

Senior Account Executive

Omaha, NE

Why This Role Matters

As a Senior Account Executive with The Olson Group, you will play a key role in helping employer clients navigate complex employee benefits strategies while driving long-term retention and growth. This is an opportunity to manage a meaningful book of business, build trusted client relationships, and deliver strategic guidance that helps organizations control costs, enhance benefit offerings, and support their employees. In this role, you will partner closely with clients, carriers, and internal teams to develop and execute customized Benefit Edge Strategic Plans. You'll serve as a trusted advisor to predominantly self-funded groups, helping them make informed decisions through plan analysis, renewal strategy, financial reporting, and ongoing consultation.

How You'll Make an Impact

• Manage a portfolio of in-force employee benefits clients, primarily self-funded groups, to drive satisfaction, retention, and long-term partnership.
• Develop and execute customized Benefit Edge Strategic Plans that support client goals and improve year-over-year retention.
• Analyze plan performance, funding arrangements, and financial results to identify opportunities for cost containment and benefit optimization.
• Negotiate renewals and terms with carriers to secure competitive solutions and favorable outcomes for clients.
• Lead renewal presentations, open enrollment meetings, and client strategy discussions with clarity and confidence.
• Identify cross-selling opportunities and support business development efforts that contribute to agency growth.
• Deliver quarterly financial reports and client reviews that provide actionable insights and recommendations.
• Stay informed on market trends, compliance developments, and industry best practices, sharing relevant updates with clients and colleagues.

Who You Are

• Relationship-driven and energized by building trust with clients, carriers, and internal partners.
• A proactive communicator who responds promptly and professionally to questions, concerns, and changing client needs.
• Comfortable navigating complex benefit programs and translating technical information into practical recommendations.
• Organized and detail-oriented, with the ability to manage multiple priorities and deadlines simultaneously.
• Analytical and solution-focused when evaluating plan performance, funding strategies, and renewal options.
• Collaborative by nature and effective in cross-functional environments.
• Committed to continuous learning and staying current with industry regulations, trends, and emerging solutions.
• Dedicated to maintaining high ethical standards and protecting confidential client and employee information.

What You Bring

Day One:

• 3+ years of experience in account management, customer support, or a related client-facing role within the employee benefits insurance industry.
• Associate degree in Business Administration or a related field.
• Active Nebraska Life and Health Insurance License.
• Working knowledge of employee benefits programs, including medical, ancillary, and self-funded plans.
• Strong written and verbal communication skills.
• Experience using CRM systems, Microsoft Office applications, and other client management tools.
• Ability to analyze data, manage projects, and provide strategic recommendations to clients.

Valuable Additions:

• Bachelor's degree in Business Administration or a related field.
• Experience working extensively with self-funded employer groups.
• Advanced knowledge of benefit compliance requirements and regulatory updates.
• Demonstrated success identifying cross-selling opportunities and supporting business growth initiatives.
• Industry certifications or ongoing professional development related to employee benefits or insurance consulting.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do. Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.

About The Olson Group

The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years. The Olson Group is a proud partner agency of Patriot Growth Insurance Services, LLC.

Pay Range: $100,000 - $140,000 USD