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Employee Benefits Account Executive

Currently seeking a Group Benefits Account Executive in the Raleigh, NC area. The Benefits Account Executive is a trusted advisor who serves our clients by providing strategic product and service information. If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we’d like to hear from you!
Responsibilities of the Account Executive include:


  • Assist Producer in all aspects of servicing existing clients and maintaining relationships with key decision makers.
  • Develop and maintain excellent relationships with insurance company underwriters and representatives to effectively oversee and negotiate the new and renewal marketing process.
  • Develop and manage strategic project plans for each client’s renewals.
  • Advise clients regarding healthcare reinsurance contract options.
  • Create and present complex custom client contribution models.
  • Analyze carrier underwriting methodologies, validate carrier recommendations and advise client regarding carrier projections.
  • Participate in sales and service meetings with clients and marketing meetings with analysts to secure new business and maintain renewal business.
  • Resolve complex, escalated product or service concerns.
  • Support the Zywave tool as it relates to clients and internal broker use.
  • Effectively communicate all aspects of the Affordable Care Act and other compliance topics such as HIPAA and ERISA.
  • Develop, monitor and present client dashboards highlighting key health utilization performance areas for clients.
  • Negotiate program renewals on behalf of client to attain best outcomes.
  • Work with Analyst to develop strategy and timeline to ensure efficient and effective client outcomes.
  • Lead Open Enrollment presentations to educate client executive teams (CFO, CEO, and HR Director).


Requirements of the Account Executive:


  • Four year college degree or equivalent combination of education and work experience.
  • Four years of benefit administration experience is required.
  • Excellent understanding of underwriting methodologies.
  • Experience with health reinsurance contract types.
  • Exceptional relationship building skills and the ability to work well with our client’s executives, including CFOs, CEOs and HR Directors.
  • Ability to lead internal service team:  managing timelines and establishing expectations, reviewing work product for accuracy and assisting in the technical and service development of team members.
  • Life and Health license or the ability to obtain within 90 days is required.
  • CEBS designation and/or work towards the designation preferred.
  • Strong analytical and problem solving skills.
  • Ability to successfully implement project management strategy.
  • Extraordinary written and verbal communication skills.
  • Outstanding presentation skills.
  • Superior organizational skills, ability to handle multiple tasks and effectively prioritize.
  • Advanced Excel skills.