Senior Account Executive - Employee Benefits

Our client, a growing financial services firm, is looking for a Senior Account Executive - Employee Benefits to join their team.The **You will be client-facing and responsible for managing a portfolio of large-group clients (those with 50 or more employees). Acting as the primary point of contact, you will address all service-related needs for your assigned clients. Your role will involve supporting various administrative and client service aspects of the clients relationship with the firm. You will report to the Executive Vice President of Employee Benefits and collaborate closely with producers, financial analysts, and administrative support teams.The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our product. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may face.Work cross functionally within the company to communicate with all stakeholders in customers successCreate and maintain relationships with customers to better understand and achieve their needsMake visits to our customers to identify opportunities for growth within our platformManage all reporting about the health of customers accountsRequired Skills and **A minimum of 5 years of client service experience in the employee benefits industry, primarily supporting employers with 50 or more employees (experience may be with a carrier, third-party administrator, or broker/consultant firm).Strong expertise in medical and ancillary coverages, including life and disability insurance.Superior client service and problem-solving skills.High attention to detail with the ability to perform work accurately.Exceptional communication skills, both written and verbal, with a friendly and professional demeanor.Familiarity with the following technology platforms is a * Salesforce or BrokerageBuilder.Enrollment *** Employee Navigator, ADP, Paylocity, bswift, Paycor.Proficiency in the MS Office suite.

Created: 2025-02-16