Job Summary

Our client is a top national specialty insurance brokerage and risk management firm assisting organizations and
individuals to simplify the process of protecting assets, offering benefits and minimizing liability.

With over 165 offices and 7,400 employees across the US & Canada, our client thrives on our passion to be ranked a Best Places to Work since
2018 by our most important asset, our employees. For 2020, our client was named 6th Fastest Growing Firm,
12th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by
Insurance Journal.

The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining
relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The
Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the
benefit expert to clients.

The Senior Account Executive is the primary point of contact for clients and will have indirect
supervision of team members, review work for accuracy and delegate work and projects to other members of the team
to ensure client deliverables are timely and accurate. The Senior Account Executive is responsible for revenue growth –
client expansion – on their personal book of business and assisting producers and team with prospecting new clients,
including proposal development.

The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare
related plans, including federal and state regulations that impact these plans.

Primary Responsibilities and Duties

• Demonstrated thought leadership to include best practices, process improvements for gained efficiencies, vetting
and introduction of new products and vendors in collaboration with Team Leader(s)
• Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited
to, medical, dental, vision, life, disability, and voluntary
• Manage a book of business between $1,000,000 and $1,500,000+
• Develop and maintain strong relationships with reference-ready clients, prospects, and carriers
• Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
• Proactively anticipate client needs and bring forward strategies to address their challenges
• Understand and utilize our client's resources and tools to maximize efficiency
• Project manage book of business including planning, delegating, and meeting deliverable timing
• Understand fundamental underwriting concepts in order to communicate funding alternatives, impact to rates, and
cost drivers
• Manage request for proposals and renewals - negotiate with carriers and make recommendations to client
• Oversee open enrollment process for clients
• Ensure client is fully compliant with all regulations to which they are subject
• Accountability for all work product provided to client across the AE’s book of business, including ensuring client
updates are made within appropriate software (e.g., BenefitPoint, AMS, etc)
• Review work, provide feedback and mentor junior team members

Requirements and Qualifications

• BA/BS preferred
• 15+ years of health & welfare experience, consistently exceeds core practice competency-based skills
• Client facing experience in the employee benefit industry
• Advanced technical knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and
services
• Ability to work independently and anticipate client and team needs
• Effective time management and decision-making skills
• Diligent follow up skills
• Ability to express ideas clearly in both written and oral communications
• Commanding presentation and public speaking abilities
• Advanced critical thinking skills
• Detail-oriented
• Strong Microsoft Excel, Word and PowerPoint skills
• Life, Accident and Health Insurance License required
• GBA or CEBS Certification a plus