Account Executive, Employee Benefits

Unison Risk Advisors

Account Executive providing exceptional service for Small Group Employee Benefits clients. Managing account processes, leading implementations, and ensuring compliance for client experiences.

Posted 5/21/2026full-timeRemote • New Mexico • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Providing Gibson Client experience to existing accounts and potential clients
Managing internal renewal processes and timelines for book of business
Leading implementation of new lines of coverage and carrier changes
Maintaining the account in conjunction with the Consultant/Client Executive through designing, underwriting, pricing, marketing, and selecting the insurance program on existing accounts
Communicating with carriers in a professional manner to negotiate the needs of the client
Conducting group education and enrollment meetings at client sites or via webinar as required
Communicating due dates, timelines, and expectations to Consultant/Client Executive, clients and partners
Identifying problems, summarizing and developing strategic solutions with the Consultant/Client Executive
Assisting Consultant/Client Executives in the financial analysis and forecasting of benefits and in decision making regarding the inclusion/exclusion of plan benefits, and in coordinating with the Consultant/Client Executive in the annual RFP process
Providing client with required compliance information
Attending onsite and offsite client meetings as necessary
Acting as a backup to team personnel when necessary
Maintaining confidential information
Performing other duties and special projects as assigned

Requirements

What you’ll need

Must have 3+ years of experience in a similar role within the insurance, risk management, or financial services industry
Life and Health license (or ability to obtain the license within 3 months of employment)

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysisforecastingunderwritingpricingmarketingnegotiationcomplianceRFP processstrategic solutionsgroup education

Soft Skills

communicationproblem-solvingorganizationalleadershipclient managementteam collaborationconfidentialitytime managementpresentationadaptability

Certifications

Life and Health license