Role Overview

The Account Executive serves as the primary client-facing consultant, delivering proactive support and responsive service.
Lead client meetings, facilitate discussions with HR and executive stakeholders, and present strategies, benchmarking data, and financial analyses in a clear, compelling manner.
Build and maintain strong, long-term relationships based on trust, expertise, and consistent delivery of value.
Develop, analyze, and manage group insurance programs—including medical, dental, vision, life, and disability—in the context of broader employee total rewards strategies.
Provide data-driven insights to clients regarding plan performance, cost management, and employee engagement.
Collaborate with clients to design benefits strategies that balance cost-effectiveness with competitiveness in the marketplace.
Apply strong analytical and critical thinking skills to evaluate benefit plan performance, identify emerging trends, and recommend innovative solutions.
Partner with clients on long-term benefits strategies that align with organizational goals and workforce needs.
Ensure the accuracy, consistency, and professionalism of all client deliverables, including reports, financial analyses, presentations, and compliance documents.
Maintain a thorough knowledge of all federal and state regulatory requirements impacting employer-sponsored health and welfare benefit plans, including PPACA, COBRA, HIPAA, and ERISA.
Support sales and growth initiatives by assisting with preparing client-ready presentations and proposals.
Partner with business development teams during prospect presentations and finalist meetings.

Requirements

At least seven years of experience required, preferably in a lead role on client accounts.
Previous employment at an employee benefits consulting firm, insurance agency, or financial services firm.
Thorough knowledge of compliance and regulatory obligations applicable to employer-sponsored health plans: PPACA, COBRA, HIPAA, ERISA, etc.
Deep understanding of group insurance (medical, dental, vision & life and disability products), especially in the context of employee total rewards.
Client-facing experience in a consulting environment, with strong presentation and meeting management skills
Proficiency in the Microsoft Office suite of software.
Experience with Asana, Box, Salesforce, and/or Craft is considered a plus.
Bachelor's Degree in Business Administration, Finance, Economics, Communications, Human Resources, or other related field or commensurate work experience.
Strong analytical skills, along with strategic planning, communication, and listening skills
Strong aptitude in project management, written and verbal communications, presentations, critical thinking, and financial analysis.
Commitment to the accuracy of own and team’s work product and client deliverables.
Must be able to manage large, complex projects, and effectively delegate project work, be detailed, organized and resourceful.

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
Competitive compensation
401(k) plan and company match
Employer paid life insurance, short-term, and long-term disability insurance
Flexible spending account
Generous paid time off
Paid parental leave
Summer Friday hours
Professional development assistance
Volunteer days with local charity
Team building events and outings
Remote and flexible work environment

LoVasco

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Account Executive – Employee Benefits