Senior Account Executive

• Retain and expand client relationships • Improve the client experience as a professional insurance advisor • Facilitate the sales cycle for identified opportunities • Serve as senior-level contact for clients’ employee benefits experience • Develop and execute benefit strategies and ensure service standards are met • Direct, mentor, and coach Account Managers and junior support staff • Promote positive working relationships with vendors and carriers • Create client renewal strategies and ensure successful execution • Direct client benefit communications, including wellness programs and benefit enrollment • Monitor industry trends and client compliance deliverables • Lead self-funding marketing with the data analytics team • Coordinate and present renewal details and drive cost-containment strategies • Manage and oversee the Open Enrollment timeline • Expand existing client accounts during pre-renewal • Partner with Account Managers as the primary client contact for financial matters such as carrier fees Requirements Active Life and Health License required Industry professional designation is a plus Self-funded benefits experience required Proven history of successfully managing client relationships Strong understanding of employee benefits laws, regulations, and compliance standards Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint Ability to perform customized financial analyses and interpret and present findings Effective verbal and written communication with all organizational levels Excellent attention to detail 4+ years of account management experience supporting large, complex Employee Benefits clients with 100+ employees Experience with Epic, Employee Navigator, and/or other agency management systems preferred Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership Final candidates must complete post-offer verification processes related to the role Core Competencies Demonstrates expertise in managing client relationships and executing employee benefits strategies, with a strong focus on compliance and financial analysis. Proficient in leading teams and enhancing client experiences through effective communication and collaboration. Highest-signal resume keywords Active Life And Health License Self-Funded Benefits Experience Account Management Experience Employee Benefits Compliance Knowledge Proficiency In Microsoft Office Suite ATS Optimization Keywords Hard Skills Financial Analysis Client Relationship Management Benefit Strategy Development Cost-Containment Strategies Employee Benefits Laws Knowledge Soft Skills Effective Communication Attention To Detail Mentoring And Coaching Certifications & Qualifications Life And Health License Industry Professional Designation Industry Keywords Employee Benefits Client Experience Open Enrollment Vendor Management Compliance Standards Tools & Technologies Epic Employee Navigator Microsoft Excel Microsoft PowerPoint #J-18808-Ljbffr