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Senior Account Executive, Employee Benefits
AcrisureSenior Account Executive managing and expanding employee benefit client relationships while providing insurance advisory services. Collaborating with team members to ensure client goals are achieved.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and executing client benefit strategies, with a strong focus on compliance and financial analysis in the Employee Benefits sector. Proven ability to lead teams and mentor staff while driving client satisfaction and retention.
Highest-signal resume keywords
Account Management ExperienceEmployee Benefits ExpertiseState Life And Health Producers LicenseSelf-Funded ExperienceFinancial Analysis Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Relationship ManagementBenefit Laws And RegulationsFinancial AnalysisCost Containment StrategiesClient Renewal Strategy
Soft Skills
Attention To DetailCommunication SkillsMentoring And Coaching
Tools & Technologies
MS Office SuiteExcelPowerPoint
Certifications & Qualifications
State Life And Health Producers LicenseIndustry Professional Designation
Industry Keywords
Employee BenefitsOpen EnrollmentWellness ProgramsCompliance StandardsClient Experience
About the role
Key responsibilities & impact- Responsible for retaining and expanding client relationships
- Improving client experience as a professional insurance advisor
- Facilitating the sales cycle to achieve client goals
- Championing relationships with existing accounts and supporting acquisition of new clients
- Partnering with Account Managers to service as the primary contact for the client
- Directing/Mentoring/Coaching Account Managers and junior staff
- Acting as an ambassador with vendors and carriers
- Creating client renewal strategy and ensuring execution by the team
- Directing client benefit communication needs including wellness programs and benefit enrollment
- Staying up to date with industry trends and compliance deliverables
- Leading Self-funding marketing alongside data analytics team
- Responsible for coordinating, presenting renewal details and driving cost containment strategies
- Managing and overseeing Open Enrollment timeline
Requirements
What you’ll need- 5+ years of account management experience of large complex Employee Benefits experience (100+ employees)
- Proven professional history of success at managing client relationships
- Strong understanding of fundamental benefit laws, regulations, and compliance standards
- Ability to calculate customized financial analysis and present an interpretation of the data
- Excellent attention to detail
- Ability to communicate with all levels of an organization verbally and in writing
- State Life and Health Producers license is required
- Industry professional designation is a plus
- Self-funded experience is required
- Proficient in MS Office Suite, especially Excel and PowerPoint
- Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership