Employee Benefits Account Executive

Job Summary

Seeking an experienced, motivated, and customer-focused Employee Benefits Account Executive to join a growing team. This role involves acting as a strategic partner for clients by managing and servicing their employee benefits accounts. The ideal candidate possesses strong communication, account management, and problem-solving skills to provide tailored benefits solutions that address client needs.

Responsibilities

• Serve as the primary contact for clients, managing their employee benefits accounts, including renewals, modifications, and additions.
• Build and maintain strong client relationships to understand their needs, objectives, and challenges.
• Collaborate with internal teams to develop and implement customized benefit plans that align with client goals and budgets.
• Stay informed on industry trends, compliance regulations, and market solutions to provide strategic benefit options.
• Conduct plan reviews, cost analyses, and compliance evaluations to maintain high client satisfaction.
• Facilitate open enrollment meetings, deliver presentations, and educate employees on benefit plan options.
• Act as a liaison between clients and insurance carriers to negotiate the best plan options and rates.
• Address escalated client inquiries, resolve discrepancies, and handle service-related issues efficiently.
• Prepare and analyze reports, offering clients actionable insights and updates on their benefits programs.
• Contribute to the ongoing improvement of processes, tools, and workflows within the benefits department.

Qualifications/Requirements

• Proven experience as an Account Manager or Executive within employee benefits or a related area.
• Strong knowledge of employee benefits plans, including medical, dental, vision, retirement, life insurance, and disability offerings.
• Familiarity with applicable federal and state laws such as ACA, COBRA, HIPAA, ERISA, etc.
• Excellent interpersonal, relationship-building, and customer service skills across diverse industries.
• Strong analytical and problem-solving skills to design and propose cost-effective and compliant benefits solutions.
• Highly organized with the ability to handle multiple priorities in a fast-paced environment.
• Exceptional written and verbal communication skills, including group presentation abilities.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with benefits administration platforms or CRM systems.

Preferred Qualifications

• Professional certifications such as Certified Employee Benefits Specialist (CEBS) or Group Benefits Associate (GBA).
• Experience in a client-facing role within an insurance brokerage, agency, or consulting firm.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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