Senior Account Executive - Employee Benefits
Senior Account Executive - Employee Benefits
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Job Description
Job Description
Job Title: Senior Employee Benefits Account Executive
Location: Hybrid in Lower Gwynedd PA
Type: Full-Time
Salary: Up to $120000 annually
Start Date: ASAP
Openings: 1
License Required: Life & Health (L&H)
About the Role
We are seeking a Senior Account Executive to join our growing team! In this client-facing role you will manage a book of business comprised of group accounts sized between 50 and 200 lives primarily fully insured and level-funded with the potential to support some self-insured groups. This is a high-impact role suited for a seasoned professional with at least 5 years of industry experience.
You will serve as the primary liaison between clients and insurance carriers ensuring timely communication excellent service and strategic consultation. If you are detail-oriented client-focused and thrive in a collaborative fast-paced environment wed love to hear from you.
Responsibilities
Manage and maintain a book of business with clients located locally and nationally.
Serve as the main point of contact for client questions and communications with carriers.
Deliver a high level of customer service with consistent clear and timely communication.
Develop and present strategic solutions tailored to clients workforce and benefit needs.
Respond promptly to emails and requests from clients carriers and internal teams.
Research and present coverage options across Medical Dental Vision Disability and Life Insurance products.
Stay current on industry trends carrier products underwriting and legislation.
Prepare open enrollment materials proposals plan comparisons and financial summaries.
Coordinate renewal timelines and set expectations with client HR finance and leadership.
Process coverage changes enrollments and terminations using various carrier portals.
Support claims processes by working with providers vendors and carriers as needed.
Regularly use Microsoft Outlook Word Excel and PowerPoint to produce client-facing materials.
Requirements
5 years of experience in employee benefits or health insurance account management.
L&H License (Life & Health) required.
Strong knowledge of group benefits (fully insured and level-funded plans).
Proficient in Microsoft Office Suite (Excel Word PowerPoint Outlook).
Experience working directly with HR professionals and executive stakeholders.
Excellent communication organizational and problem-solving skills.
Preferred Qualifications
Experience with self-funded plans is a plus.
Familiarity with multiple insurance carrier portals and enrollment platforms.
Benefits
Medical Dental Vision Insurance (100% employer-paid)
401(k) plan with 3% company match
Flexible hybrid work environment
#LI-OS1
Required Experience:
Senior IC
Employment Type
Full-Time
