Account Executive, Benefits

Benefits Account Executive

The Benefits Account Executive manages, retains, and grows an assigned portfolio of employee benefits clients. This role serves as the primary client relationship manager and strategic advisor, leading renewals, supporting open enrollment, coordinating client service, and identifying opportunities to expand client relationships.

Key responsibilities include:

• Serving as the primary relationship manager and benefits advisor for assigned clients.
• Building strong relationships with client executives, HR professionals, and key decision-makers.
• Leading annual benefits renewals, including plan analysis, carrier negotiations, recommendations, presentations, and implementation.
• Coordinating open enrollment activities and conducting client and employee benefits presentations.
• Providing ongoing strategic guidance regarding plan performance, costs, market trends, and compliance considerations.
• Partnering with internal teams and carriers to resolve service issues and ensure a positive client experience.
• Proactively identifying retention risks and opportunities to improve client relationships.
• Identifying cross-selling opportunities across CIP's benefits, retirement, HR consulting, payroll, and other services.
• Meeting established retention and revenue goals, including a target of at least two additional lines of coverage per month.
• Maintaining accurate client records, documentation, and renewal information and meeting established deadlines.

Requirements include:

• Bachelor's degree or equivalent professional experience.
• Employee benefits, insurance brokerage, account management, or benefits consulting experience preferred.
• Active Life, Accident & Health insurance license or ability to obtain one within the required timeframe.
• Knowledge of group medical, dental, vision, life, disability, and related benefits products.
• Experience with renewals, carrier negotiations, client presentations, and relationship management.
• Strong communication, organization, and client-service skills.
• Proficiency with Microsoft Office and client management systems.
• Ability to attend client meetings and travel locally as needed.

Performance will be measured by client retention and satisfaction, successful renewal management, revenue growth and cross-selling, strategic client engagement, accurate and timely account management, and effective teamwork.

Comprehensive Insurance Providers Inc