Employee Benefits Account Executive

Job Description

Executive Employee Benefits Account Manager (EBAM)

Job Summary

Seeking a dedicated and experienced Executive Employee Benefits Account Manager (EBAM) to join a team. This role is not a straight producer position but focuses on managing and nurturing existing client relationships handling renewals and supporting warm leads. The ideal candidate will be client-facing capable of managing accounts from A-Z and experienced in self-funded benefits. This is a hybrid role offering a mix of in-office and remote work with most travel being local and occasional virtual client meetings.

Compensation Package

• Base Salary: $65000 - $85000 (commensurate with experience)
• Bonus Opportunities: New business commission negotiable end-of-year performance-based bonuses (up to $4000 prorated based on start date)
• Profit Sharing: Employee holding shares with longevity.
• Benefits:
  • 90% of employee premium covered; 50% for spouse and children (Medical Dental Vision)
  • Group Life and LTD insurance fully paid
  • 50% reimbursement for YMCA membership
  • HSA contributions for HDHP participants
• Paid Time Off: Two weeks notice required for start with flexibility for the right candidate

Responsibilities

• Manage a portfolio of 50 client accounts ranging from small to large groups
• Handle renewals quoting enrollments and open enrollment support
• Serve as the primary client contact addressing claims questions terms for new hires and other inquiries
• Conduct client meetings in person (using company vehicles) or virtually as needed
• Collaborate with internal support teams to ensure seamless client service
• Work with warm leads provided by Commercial Producers or other sources
• Utilize agency management systems such as Partner Platform and Navigator

Qualifications/Requirements

• Proven experience in employee benefits account management including self-funded benefits
• Strong client-facing skills with the ability to build and maintain relationships
• Proficiency in agency management systems (e.g. Partner Platform Navigator Ease)
• Excellent organizational and communication skills
• Ability to manage multiple accounts and prioritize tasks effectively
• Flexibility to work in a hybrid environment (3 days in-office 2 days remote)
• Local travel required; must have a valid drivers license

#LI-BO1