Large Group Account Executive

Job Summary

Seeking a highly motivated and experienced Large Group Account Executive to join a dynamic team. This role is integral to managing and servicing a book of business consisting of 15-20 clients, primarily focusing on accounts with 100+ employees. The ideal candidate will have a strong background in self-funding, level funding, and fully insured accounts, as well as experience in renewal projections, marketing, and resolving escalated claims issues.

Compensation Package

• Salary Range: $80,000 - $125,000 (commensurate with experience)
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a book of business consisting of 15-20 clients.
• Act as a project manager for client accounts, ensuring seamless onboarding of new business and ongoing client satisfaction.
• Conduct renewal projections and assist with marketing efforts as needed.
• Address and resolve escalated claims issues in a timely and professional manner.
• Attend in-person client meetings as required, at least quarterly.
• Collaborate with internal teams to ensure client needs are met and growth goals are achieved.

Qualifications/Requirements

• Licenses/Designations: Life & Health license required; additional designations are a plus.
• Experience: 3-5 years in a broker or carrier Account Manager/Account Executive role, with a focus on medical insurance (not just ancillary).
• Technical Skills: Proficiency in Microsoft Office Suite; experience with proprietary systems is a plus.
• Soft Skills: Strong communication, organizational, and problem-solving skills. Ability to manage multiple priorities and maintain a client-focused approach.
• Education: Bachelor’s degree or equivalent experience preferred.
• Travel: Ability to travel to client meetings within driving distance of Seattle.

Additional Information

• Work Environment: Hybrid role with two days per week in the Seattle office.
• Training: Comprehensive training provided, tailored to the candidate’s experience level.

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