Account Executive

Account Executive

Insero Talent Solutions is recruiting an Account Executive for an employee benefits consulting firm in Rochester, NY. Our client's team of professionals assist employers in setting benefit strategies and locating benefit and/or technology solutions that assist them in attracting and retaining employees in their workforce. They are experts in their industry on all aspects of the various insurance programs related to the health and wellbeing of individuals as well as compliance and technology solutions that assist human resource professionals.

The Account Executive is responsible for managing and maintaining an existing book of business consisting of small group employer accounts with fewer than 100 benefit-eligible employees. This role focuses on building strong client relationships while independently managing renewals, open enrollment processes, employee and employer support, benefit plan marketing, and ongoing account management throughout the year.

Key Responsibilities:

• Coordinate and oversee medical and ancillary insurance plans.
• Evaluate current benefit plans and identify opportunities for plan improvements, cost savings, and negotiation strategies.
• Prepare and configure benefit comparisons, renewal analyses, and marketing results for client presentations.
• Present and explain benefit renewals to employer leadership teams, including rate increases, market trends, legislative impacts, and insurance-related changes.
• Prepare open enrollment materials for employee reference including benefit booklets, presentations, recordings, etc.
• Build and review HRIS/benefits enrollment platform configurations through employer-preferred system, including advanced administration and implementation within Employee Navigator.
• Respond to insurance-related questions regarding benefits, eligibility, claims, and assist with employee onboarding and offboarding processes.
• Support employer compliance responsibilities and documentation requirements.
• Maintain accurate client records and ensure timely completion of administrative tasks.
• Develop and maintain positive working relationships with clients, carriers, and internal team members.
• Flexibility to accommodate virtual and on-site benefits presentations and enrollment meetings, with travel required throughout New York State regional offices and client locations.

Required Skills & Qualifications:

• Strong verbal and written communication skills.
• Excellent presentation and customer service abilities.
• Ability to manage multiple accounts, deadlines, and priorities independently.
• Knowledge of employee benefits, medical insurance, and ancillary products.
• Proficiency with Microsoft Office and benefits administration systems, including Employee Navigator.
• Ability to explain complex insurance concepts clearly and professionally.
• Comfortable conducting both virtual and in-person meetings.
• Working knowledge of Affordable Care Act, SPDs, Medicare Part D, HIPAA, and other relevant Federal and State Laws.
• 3+ years' experience of employee benefits consulting and/or customer service in an agency, PEO, insurance carrier, or similar.
• Bachelor's Degree preferred, High School Diploma or Equivalent required.
• New York State Life & Health License highly preferred, or required within 3 months of employment.
• Self-motivated with a strong work ethic and commitment to providing high-level service.
• Ability to manage multiple priorities and a high volume of work in a fast-paced environment.
• Strong problem-solving skills with the ability to work independently but also serve as an organizational leader and reference in the small group space.
• Highly organized, detail-oriented, and professional in all interactions.