Job Description

Job Title: Senior Employee Benefits Account Executive
Location: Hybrid in Lower Gwynedd, PA
Type: Full-Time
Salary: Up to $120,000 annually
Start Date: ASAP
Openings: 1
License Required: Life & Health (L&H)

About the Role

We are seeking a Senior Account Executive to join our growing team! In this client-facing role, you will manage a book of business comprised of group accounts sized between 50 and 200 lives, primarily fully insured and level-funded, with the potential to support some self-insured groups. This is a high-impact role suited for a seasoned professional with at least 5 years of industry experience.

You will serve as the primary liaison between clients and insurance carriers, ensuring timely communication, excellent service, and strategic consultation. If you are detail-oriented, client-focused, and thrive in a collaborative, fast-paced environment, we’d love to hear from you.

Responsibilities

• Manage and maintain a book of business with clients located locally and nationally.

• Serve as the main point of contact for client questions and communications with carriers.

• Deliver a high level of customer service with consistent, clear, and timely communication.

• Develop and present strategic solutions tailored to clients' workforce and benefit needs.

• Respond promptly to emails and requests from clients, carriers, and internal teams.

• Research and present coverage options across Medical, Dental, Vision, Disability, and Life Insurance products.

• Stay current on industry trends, carrier products, underwriting, and legislation.

• Prepare open enrollment materials, proposals, plan comparisons, and financial summaries.

• Coordinate renewal timelines and set expectations with client HR, finance, and leadership.

• Process coverage changes, enrollments, and terminations using various carrier portals.

• Support claims processes by working with providers, vendors, and carriers as needed.

• Regularly use Microsoft Outlook, Word, Excel, and PowerPoint to produce client-facing materials.

Requirements

• 5+ years of experience in employee benefits or health insurance account management.

• L&H License (Life & Health) required.

• Strong knowledge of group benefits (fully insured and level-funded plans).

• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).

• Experience working directly with HR professionals and executive stakeholders.

• Excellent communication, organizational, and problem-solving skills.

Preferred Qualifications

• Experience with self-funded plans is a plus.

• Familiarity with multiple insurance carrier portals and enrollment platforms.

Benefits

• Medical, Dental, Vision Insurance (100% employer-paid)

• 401(k) plan with 3% company match

• Flexible hybrid work environment

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