Employee Benefits Account Executive

Our client is one of the country’s largest privately held insurance agencies and is seeking a dynamic and experienced Employee Benefits Account Executive to join their team. As an EB Account Executive, you will manage a client portfolio and provide exceptional service in employee benefits. You will serve as clients’ main point of contact, building and maintaining strong relationships and ensuring their needs are met effectively. This role requires a deep understanding of employee benefits products and services and excellent communication and problem-solving skills.

Responsibilities:

• Manage a portfolio of clients, serving as their primary point of contact for all employee benefits-related inquiries and issues
• Build and maintain strong relationships with clients, ensuring high levels of satisfaction and retention
• Conduct annual reviews with clients to assess their needs and make recommendations for adjustments or improvements to their benefits plans
• Collaborate with internal teams to ensure timely and accurate implementation of benefits plans and services
• Stay informed about industry trends, regulatory changes, and best practices in employee benefits, and communicate relevant information to clients
• Identify opportunities for upselling or cross-selling additional products or services to clients
• Provide support and guidance to clients during open enrollment periods and other critical times throughout the year

Requirements:

• Bachelor’s degree in business administration, human resources, or a related field
• Minimum of 3-5 years of experience in employee benefits administration or account management
• Strong understanding of employee benefits products, including health insurance, retirement plans, and other ancillary benefits
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Detail-oriented with strong analytical and problem-solving skills
• Relevant industry certifications (e.g., CEBS, SHRM-CP) preferred

Work Model:

• Hybrid

Interested and qualified candidates can contact Abigail Kramer at (515) 225-7000 or email akramer@thepalmergroup.com.

Ref: JOB-44384