About the role
The Employee Benefits Account Executive manages a portfolio of employee benefits clients by serving as the primary day-to-day contact and providing comprehensive support for ongoing service needs. This role leverages technical expertise to retain existing clients, oversees marketing and renewal activities, and partners with the Team Lead to support clients’ financial consulting requirements. The Account Executive evaluates financial and utilization metrics, prepares monthly financial and benchmarking reports, and contributes to ad‑hoc analyses to guide client decision‑making. Through strong client relationships and data‑driven insights, this position enhances service delivery and supports the long‑term success of the employee benefits program.
How You Will Contribute:
- Proactively develop and execute client benefit program strategy.
- Lead client meetings as appropriate.
- Manage onboarding of new clients.
- Maintain strong product and industry knowledge.
- Develop and sustain relationships with vendors.
- Require reduced guidance from the Team Lead on day‑to‑day tasks and deliverables.
- Guide and provide insight on team tasks, training, and onboarding.
- Maintain awareness of opportunities for client revenue enhancement.
- Demonstrate proficiency in compliance, benchmarking, renewal, and marketing processes and deliverables.
- Prepare and audit client benefit statements.
- Adhere to the 2‑day advance preparation requirement for meeting materials to support the peer review process.
- Remain current on industry trends, product development, legislation, coverages, technology, and market conditions.
Skills & Experience to Be Successful:
- Minimum 4-year degree or equivalent work experience
- Proficient with MS Office Suite
- Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- 4+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
- 1+ years financial experience
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