Benefits Account Executive: Client Growth & Renewals

The CIP Group; Cambridge (MA); On-site; USD 90,000 - 150,000; Full time

Job summary

The CIP Group in Cambridge, MA is seeking a Benefits Account Executive to manage and grow an assigned portfolio of employee benefits clients. You will lead renewals, support open enrollment, and coordinate client service while strengthening the client relationship.

This role requires strong communication, organization, and negotiation skills, with a focus on retention, revenue growth, and cross-selling CIP services such as payroll and HR consulting.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience in employee benefits, insurance brokerage, account management, or benefits consulting is preferred.
• Active Life, Accident & Health license or ability to obtain one within the required timeframe.
• Knowledge of group medical, dental, vision, life, disability, and related benefits products.

Responsibilities

• Serve as the primary relationship manager and benefits advisor for assigned clients.
• Build strong relationships with client executives, HR professionals, and key decision-makers.
• Lead annual benefits renewals, including plan analysis, carrier negotiations, recommendations, presentations, and implementation.
• Coordinate open enrollment activities and conduct client and employee benefits presentations.
• Provide ongoing strategic guidance regarding plan performance, costs, market trends, and compliance considerations.
• Partner with internal teams and carriers to resolve service issues and ensure a positive client experience.
• Proactively identify retention risks and opportunities to improve client relationships.
• Identify cross-selling opportunities across CIP's benefits, retirement, HR consulting, payroll, and other services.
• Meet established retention and revenue goals, including a target of at least two additional lines of coverage per month.
• Maintain accurate client records, documentation, and renewal information and meet established deadlines.

Skills

Relationship management

Communication

Organization

Client service

Education

Bachelor's degree

Tools

Microsoft Office

Job description

The CIP Group in Cambridge, MA is seeking a Benefits Account Executive to manage and grow an assigned portfolio of employee benefits clients. You will lead renewals, support open enrollment, and coordinate client service while strengthening the client relationship.

This role requires strong communication, organization, and negotiation skills, with a focus on retention, revenue growth, and cross-selling CIP services such as payroll and HR consulting.