Employee Benefits Account Executive
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Job Location:
Kingston, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Description
Seeking an experienced Account Executive to manage and grow a book of employee benefits clients. The role focuses on delivering strategic consulting exceptional service and proactive renewal management across medical dental vision life disability voluntary benefits and spending accounts.
Key Responsibilities
- Retain and grow existing clients across all market segments
- Conduct regular client meetings (claims/utilization reviews compliance updates pre-renewal strategy renewals open enrollment)
- Build and maintain strong relationships at all levels of client organizations
- Lead the renewal process negotiate rates and recommend plan/design or funding changes
- Develop tailored proposals presentations and new business strategies
- Present benefits education legislative/compliance updates and industry trends to employers and employees
- Prepare annual Stewardship Reports and quarterly Claims Utilization Reviews
- Partner with internal teams to introduce new products/services and resolve client needs
- Provide ad-hoc producer support and technological assistance (HRIS benefit platforms etc.)
- 5 years of employee benefits account management or service experience
- Active Life & Health Insurance License
- Proficiency in Microsoft Office suite (Word Excel PowerPoint Outlook Teams) and Adobe Acrobat
- Proven presentation and facilitation skills
- Strong relationship-building organizational and multitasking abilities
- Ability to quickly learn and troubleshoot client technology systems independently
- Professional demeanor and client-focused approach
- Advanced Excel skills (formulas pivot tables V/XLOOKUP)
- Bachelors degree
- Hybrid schedule (3 days in office 2 days remote after initial onboarding period)
- Standard hours: MondayFriday 8:30 AM 5:00 PM
- Occasional evening/weekend work and local client travel required (mileage reimbursed)
- Rare overnight or out-of-area travel possible
Required Experience:
IC
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
About Company
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