Account Executive - Insurance

Employment Resource Group; Menasha (WI); On-site; USD 70,000 - 100,000; Full time

Job summary

Employment Resource Group is seeking an organized professional to own the full renewal cycle for a portfolio of mid-market employee benefits accounts, collaborating with a Risk Advisor on strategy and serving as the trusted day-to-day contact for clients.

You will manage rate requests, pricing and plan design negotiations, compliance questions, terminations, enrollments, and renewals, while maintaining accurate client records and preparing materials for meetings.

Qualifications

• Education: High school diploma or equivalent required.
• Experience: Three or more years in employee benefits preferred.
• Licensing: State-issued Life and Health insurance license required within 60 days.

Responsibilities

• Partner with Risk Advisors to execute each client's action plan and meet deadlines.
• Handle service requests including rate requests, pricing and plan design negotiation, and enrollments.
• Prepare meeting materials, renewal materials, benefit booklets, and SPDs.
• Create and maintain client account records in the agency system with tasks and attachments.
• Schedule and manage renewal, mid-year, and client touch-base meetings.
• Respond to service issues and communicate outcomes to Risk Advisor and clients.
• Work with carriers on design, applications, claims, and billing issues.
• Manage the full renewal process from start to finish.

Skills

Communication

Organization

Time management

Problem solving

Attention to detail

Teamwork

Ethics

Reliability

Customer service

Interpersonal skills

Documentation

Education

High school diploma or equivalent

Tools

Office software

Job description

Dream Company:

Some organizations talk about putting people first. This one has built its entire operating rhythm around it, from how leaders show up for their teams to how they show up for clients. It is privately held and has stayed that way by choice, which gives leadership the freedom to make decisions for the long run rather than the next quarter. The culture rewards humility and hard work over ego, and community involvement is treated as a genuine extension of the mission rather than a marketing line.

Dream Job:

This role puts you at the center of the client relationship, owning the full renewal cycle for a portfolio of mid-market employee benefits accounts rather than handling pieces of it. You will partner closely with a Risk Advisor on strategy while being the person clients count on day to day, which means real ownership from year one. It is a strong fit for someone who is deeply organized, unshaken by competing deadlines, and energized by being the trusted point of contact rather than one voice among many. For the right person, it is a clear runway toward a larger book of business and more senior client responsibility.

Position Details

This is a full-time, exempt-level position within the Employee Benefits practice, reporting to the Employee Benefits Manager. This role manages a book of group accounts ranging from 50 to 120 lives.

Role Responsibilities

• Partner with Risk Advisors to carry out each client's action plan and ensure deadlines are met.
• Handle service requests efficiently and accurately, including rate requests, pricing and plan design negotiation, compliance questions, terminations, and enrollments.
• Prepare meeting materials, renewal materials, benefit booklets, summary plan description wrap documents, presentations, and employee election forms.
• Create and maintain client account records in the agency management system, including activities, tasks, and attachments tied to the service schedule such as compliance deadlines, reporting and analytics, and renewal activities.
• Schedule and manage follow-up for renewal, mid-year, and client touch-base meetings.
• Respond to service issues and communicate outcomes to the Risk Advisor and clients.
• Work with carriers on benefit plan design, the application process, claims, and billing issues.
• Manage the full renewal process from start to finish.

Skills and Abilities

• Accountability: takes ownership of and answers for one's own actions.
• Accuracy: performs work carefully and thoroughly.
• Collaboration: contributes positively within a team environment.
• Communication: communicates effectively, both verbally and in writing.
• Customer service: meets client needs while following company policies and procedures.
• Detail oriented: attends closely to the details of a project or task.
• Ethical: demonstrates conduct that reflects a clear set of values.
• Foresight: plans ahead while completing current work.
• Honesty and integrity: is truthful and seen as credible in the workplace.
• Interpersonal skills: works well with a range of personalities and individuals.
• Organization: manages tasks, resources, and information efficiently and systematically.
• Problem solving: identifies, analyzes, and resolves challenges effectively.
• Reliability: is dependable and trustworthy.
• Self-motivation: drives toward goals and performs at a high level independently.
• Time management: organizes and completes work within deadlines.
• Technical skills: uses and manages multiple systems effectively, including standard office software.
• Composure under pressure: completes assigned tasks in stressful circumstances.

Qualifications

• Education: High school diploma or equivalent.
• Experience: Three or more years of employee benefits experience.
• Accreditation: A state-issued Life and Health insurance license is required within sixty days of employment and must be maintained throughout employment.