Account Executive – Employee Benefits
Poms & Associates
full-time
Posted on:
Location Type: Hybrid
Location: California • United States
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Salary
💰 $105,000 - $120,000 per year
About the role
- Lead consulting for a defined book of business alongside the Producer, serving as the primary advisor across all aspects of employee benefit programs.
- Assist with renewal negotiations, carrier/vendor selection, and plan design strategy aligned to client objectives.
- Provide proactive guidance on cost-containment strategies and plan funding options (fully insured, level-funded, self-funded).
- Deliver expert compliance guidance covering ACA, ERISA, COBRA, HIPAA, Section 125, and IRS affordability requirements.
- Lead client meetings including renewals, stewardship reviews, and open enrollment sessions with clear, actionable recommendations.
- Retain existing clients and identify opportunities to expand services and coverage within the book of business.
- Collaborate with producers on new business development, including proposal development and finalist presentations.
- Build and maintain strong client relationships that drive long-term satisfaction and revenue growth.
- Partner closely with Sr. Account Managers, Account Managers, Coordinators, and Analysts to ensure timely execution and high service standards.
- Coordinate with underwriting, claims analysts, and compliance resources to develop data-driven client strategies.
- Oversee quality control for all client communications, ensuring accuracy, timeliness, and adherence to firm standards.
- Maintain accurate and up-to-date documentation of all client activity within agency management systems.
- Stay current on industry trends, regulatory developments, and carrier changes to anticipate client needs.
- Uphold all agency policies, compliance protocols, and confidentiality standards with the utmost professionalism.
Requirements
- Bachelor's degree in Business, Human Resources, Finance, or a related field preferred.
- Minimum of five (5) years of experience in employee benefits consulting, brokerage, or carrier account management.
- Active State Life & Health Insurance License required.
- Deep understanding of group health insurance, ancillary benefits, and funding arrangements.
- Strong knowledge of the Affordable Care Act (ACA) and key regulatory compliance requirements.
- Demonstrated ability to manage client relationships with professionalism and a consultative approach.
- Excellent communication, negotiation, and presentation skills; able to convey complex information clearly.
- Proficiency in Microsoft Excel and PowerPoint; familiarity with benefits administration platforms and technology solutions.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
employee benefits consultingrenewal negotiationsplan design strategycost-containment strategiesplan funding optionscompliance guidancedata-driven client strategiesquality controldocumentation management
Soft Skills
client relationship managementconsultative approachcommunication skillsnegotiation skillspresentation skillscollaborationprofessionalismorganizational skills
Certifications
Bachelor's degreeState Life & Health Insurance License