Account Executive-Employee Benefits Services

Crest Insurance Group; Tempe (AZ); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive medical, dental, vision

Retirement benefits

Work-life balance

Professional development

Job summary

Crest Insurance Group in Tempe, AZ seeks an experienced Employee Benefits Account Executive to serve as trusted advisor to clients, partner with Producers, and lead account service teams in delivering strategic employee benefits solutions. You will collaborate with executive leadership, manage complex programs, and navigate ACA, HIPAA, COBRA, and ERISA requirements.

Join a top workplace that values collaboration, professional growth, and employee well-being, offering a competitive salary and

Qualifications

• Bachelor's degree preferred; substantial related experience considered with diploma.
• Strong knowledge of employee benefits, plan design, underwriting concepts and billing.
• Experience managing complex client relationships and advising executive decision-makers.
• Familiarity with ACA, HIPAA, COBRA, ERISA and related regulations.
• Excellent communication, presentation and project management skills.
• Ability to juggle multiple priorities while delivering excellent client service.
• Proficiency with Microsoft Office, Applied EPIC and Employee Navigator.

Responsibilities

• Serve as the primary day-to-day advisor for a portfolio of employee benefits clients.
• Lead account service teams and coordinate renewals, RFPs and strategic plans.
• Present renewal strategies and compliance updates to client leadership.
• Manage benefit implementations, enrollments and vendor integrations.
• Assist with claims, billing, and compliance inquiries and steward client relationships.
• Mentor Account Management staff and support service excellence.

Skills

Employee benefits knowledge

Client relationship management

Executive communication

Project management

Regulatory knowledge (ACA HIPAA COBRA,

Travel locally

Microsoft Office

Applied EPIC

Employee Navigator

Education

Bachelor's degree

High School Diploma/GED with substantial related experience

Tools

Microsoft Office

Applied EPIC

Employee Navigator

Job description

Join One of Arizona's Best Places to Work

At Crest Insurance Group, we believe exceptional client service starts with exceptional employees. Recognized as the #2 Best Place to Work in the Phoenix area, Crest has built a culture that values collaboration, professional growth, work-life balance, and employee well-being.

We offer a competitive salary, a robust benefits package, opportunities for ongoing professional development, and a supportive environment where team members are empowered to make an impact. If you're looking for a career with a respected industry leader that prioritizes both client success and employee satisfaction, we'd love to meet you.

We are seeking an experienced Employee Benefits Account Executive to serve as a trusted advisor to clients, partner closely with Producers, and lead account service teams in delivering strategic employee benefits solutions. This role offers the opportunity to work directly with executive leadership teams, manage complex benefit programs, and help organizations navigate today's evolving benefits landscape.

What You'll Do

• Serve as the primary day-to-day advisor for a portfolio of employee benefits clients


• Build and maintain strong relationships with clients, carriers, and vendor partners


• Lead benefit plan renewals, marketing efforts, requests for proposals (RFPs), and strategic planning initiatives


• Present renewal strategies, plan recommendations, and compliance updates to client leadership teams


• Coordinate benefit implementations, enrollment projects, plan changes, and vendor integrations


• Assist clients with claims, billing, administrative, and compliance-related questions


• Facilitate stewardship meetings and ongoing service reviews


• Partner with Producers to identify growth and cross-selling opportunities


• Mentor and support Account Management team members while helping drive service excellence


• Maintain accurate client records and activities within the agency management system

What We're Looking For

• Strong knowledge of employee benefits products, plan design, underwriting concepts, claims, billing, and administration


• Experience managing complex client relationships and consulting with executive-level decision-makers


• Understanding of employee benefits regulations, including ACA, HIPAA, COBRA, ERISA, and related compliance requirements


• Exceptional communication, presentation, project management, and problem-solving skills


• Ability to manage multiple priorities while delivering outstanding client service


• Proficiency with Microsoft Office, Applied EPIC, Employee Navigator, and related technology platforms

Qualifications

• Bachelor's degree preferred


• High School Diploma/GED with substantial related experience considered


• 6+ years of employee benefits insurance experience


• Active Health & Life Insurance License required


• Valid driver's license and ability to travel locally as needed

Why Crest?

• Recognized as one of Arizona's top workplaces


• Competitive compensation package


• Comprehensive medical, dental, vision, and retirement benefits


• Strong work-life balance and employee-centric culture


• Career advancement and professional development opportunitiesCollaborative and supportive team environment


• Opportunity to work with sophisticated clients and make a meaningful impact