Account Executive, Employee Benefits

Role responsibilities

The Account Executive is responsible for managing client accounts of moderate to high complexity and expanding existing relationships. This role involves driving client service cycles, financial management of accounts, and delivering high-quality service to clients.

Requirements

A bachelor's degree with 5+ years of client service or claims management experience is required, or a high school degree with 10+ years of experience. Additionally, 1+ years of supervisory experience and appropriate Life and Health licensing are necessary.

Key skills

Client Service, Claims Management, Supervisory Experience, Financial Acumen, Communication Skills, Consultative Discussion, Time Management, Cross-Selling, Up-Selling, Client Retention, Revenue Growth, Team Management, Customer Care, Problem Solving, Strategy Development, Operational Productivity

Keywords

Account Executive, Employee Benefits, Client Accounts, Revenue Growth, Client Retention, Client Satisfaction, Operational Standards, Financial Management, Cross-Selling, Up-Selling, Open Enrollment, Team Management, Consultative Discussion, Insurance, Wellbeing Programs, Workforce Challenges, Training Programs, Digital Mental Health Services, Flexible Work Hours, Charitable Matching Gift Program