Account Executive – Employee Benefits

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