Benefits Account Executive (Hybrid) – Client Service Lead

Jonus Group; New York (NY); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Jonus Group is seeking an Employee Benefits Assistant Account Executive in Nassau County, NY, with a hybrid schedule (three days in office, two days remote). The role supports Account Executives in servicing employer-sponsored benefits programs and coordinating with carriers and clients.

The ideal candidate holds an active New York Life & Health insurance license and has experience in employee benefits or related client-service roles, preferably within a retail insurance brokerage.

Qualifications

• Active New York Life & Health insurance license.
• Experience in employee benefits, insurance, or client-service.
• Experience with a retail insurance brokerage preferred.
• Strong communication, organization, and attention to detail.
• Ability to manage multiple priorities and collaborate.
• Proficiency with Microsoft Office; experience with agency management or benefits systems is a plus.

Responsibilities

• Support Account Executives with day-to-day servicing of employee benefits clients.
• Assist with renewals, open enrollment, plan changes, and client communications.
• Prepare benefit summaries, proposals, presentations, and related materials.
• Coordinate with insurance carriers, clients, and internal teams to resolve questions and service requests.
• Help maintain accurate client records and track deadlines.
• Provide responsive, professional support to clients and their employees.

Skills

Communication

Organization

Attention to detail

Multitasking

Tools

Microsoft Office

Agency management systems

Job description

Jonus Group is seeking an Employee Benefits Assistant Account Executive in Nassau County, NY, with a hybrid schedule (three days in office, two days remote). The role supports Account Executives in servicing employer-sponsored benefits programs and coordinating with carriers and clients.

The ideal candidate holds an active New York Life & Health insurance license and has experience in employee benefits or related client-service roles, preferably within a retail insurance brokerage.