Job Description

Employee Benefits Account Executive

Job Summary

Seeking a highly motivated and experienced Employee Benefits Account Executive to join a dynamic team. This role involves managing a diverse portfolio of employee benefits accounts, providing exceptional service to clients, and collaborating with internal teams to ensure seamless delivery of solutions. The ideal candidate will have a strong background in employee benefits, excellent communication skills, and a proven ability to build and maintain client relationships.

This is a hybrid position, requiring two days per week in the office, typically on Tuesdays and Wednesdays, with occasional client meetings. The role offers a competitive compensation package and opportunities for professional growth within a supportive and collaborative environment.

Compensation Package

• Base Salary: $105,000 - $120,000 (commensurate with experience; higher compensation available for candidates with 15+ years of experience)
• Bonus Structure:
  • Quarterly bonus based on regional goals (5% of quarterly earnings during the first year)
  • After the first year, transition to a true Account Executive bonus structure (1% of book of business, with a minimum of $1 million in revenue, equating to approximately $10,000 annually)
• Benefits Package: Comprehensive details available upon request

Responsibilities

• Manage a portfolio of employee benefits accounts, ranging from small to large, including self-funded accounts.
• Collaborate with the marketing department to quote new and renewal business as needed.
• Build and maintain strong relationships with clients, ensuring their needs are met with tailored solutions.
• Work closely with account managers, producers, and other team members to deliver exceptional service.
• Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and solutions.
• Participate in client meetings and presentations as required.

Qualifications/Requirements

• Active 215 License (required).
• 5-15 years of experience in employee benefits, with a preference for candidates with self-funding experience (not mandatory).
• Familiarity with Sagitta software is preferred; experience with Epic is a plus (transition to Epic planned for 2027).
• Bilingual proficiency in Spanish is a plus.
• Strong interpersonal and communication skills, with the ability to work effectively as part of a team.
• Proven ability to manage multiple accounts and prioritize tasks in a fast-paced environment.
• A team-oriented mindset and a commitment to fostering a positive workplace culture.

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