Account Executive Benefits

Employee Benefit Account Executive

Cabot Risk Strategies LLC is a dynamic and highly experienced team of insurance professionals dedicated to delivering quality services to our clients. Our goal is to help our clients effectively manage risk through insured solutions. As a full-service insurance brokerage and consulting firm we provide our clients a leading property liability and employee benefits practice delivering best-in-class solutions and services. Based in Woburn MA Cabot Risk Strategies is easily accessed off of 93 and 128 and employs 100 people. Please visit our web site at:

This is a remote position that requires candidates to reside in Western MA. It also requires travel to the corporate office in Woburn 1-2 times per month.

Primary Responsibilities:

• Annually maintain high client retention.
• Develop client account 12-month service plan for each account.
• Maintain frequent contact with clients by on-site visitations e-mail telephone and presentations.
• Achieve client satisfaction through contact with key municipal officials Boards and/or committees. Provide consultative educational and informational sessions.
• Develop 3-year strategy to provide desired product mix including cross selling additional products and services
• Report regularly to sales and marketing team. Communicate client issues and resolve promptly.
• Attend on-site and off-site meetings as necessary.
• Manage competitive product and services information.
• Other duties

Knowledge Skills and Abilities:

• Minimum five years insurance brokerage or health insurance carrier experience with a thorough understanding of group medical plans and strong working knowledge of multiple ancillary plans; dental life STD LTD etc. College degree required.
• Must have a valid Massachusetts Resident individual Producer License in health and life lines of insurance.
• Proficient in Health & Welfare compliance matters (i.e. ACA HIPAA COBRA 5500 DOL etc.)
• Superior business development skills required with excellent interpersonal and communication skills both written and verbal with an ability to deliver group presentations.
• A knowledge of municipal employee benefits programs a plus.
• Must have a car and be able to travel statewide as needs dictate.
• Computer proficiency in Microsoft Office suite.
• Ability to work effectively and collaboratively with all levels of internal staff management external clients prospects and vendors.
• Valid drivers license required.

Cabot Risk Strategies LLC is an Equal Opportunity Employer.

Required Experience:

IC