Broker-Focused Health Benefits Account Executive

CVS Health; Texas; Hybrid; USD 52,000 - 101,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Paid time off

Retirement savings options

Wellness programs

Job summary

CVS Health is seeking an Account Executive to manage broker relationships and drive renewal proposals for client plans. The role emphasizes compliance, data accuracy, and collaborative work with internal teams.

You will contribute to open enrollment meetings and may travel for in-person client engagements. Required experience includes 2–5 years in group health benefits, renewal processes, and client management, with strong communication skills and familiarity with PHI/HIPAA policies.

Qualifications

• 2-5 years group health employee benefit experience.
• Renewal process experience.
• 2-5 years client management experience.
• Excellent verbal and written communication skills.
• Ability to establish and maintain relationships with internal partners.
• Ability to work collaboratively with internal and external partners.
• Demonstrate accuracy in information shared internally and externally.
• Ability to host client meetings as appropriate.
• Adhere to PHI and HIPAA policies.
• Health/Life Major Lines Producer License or plan to obtain post-hire within 90 days.

Responsibilities

• Manage broker relationships and provide consultative services.
• Prepare and issue renewal proposals.
• Confirm sold proposals and plan changes.
• Ensure clients stay compliant with requirements.
• Salesforce management and data accuracy.
• Coordinate virtual open enrollment meetings.
• Attend implementation calls.
• Provide stop loss & ad-hoc reporting.
• Identify opportunities for upsell of solutions.
• Travel to offsite locations for in-person meetings when needed.

Skills

Relationship management

Communication skills

Client management

Collaborative work

Attention to detail

Education

Bachelor's Degree

High School Diploma or GED

Tools

Salesforce

Job description

CVS Health is seeking an Account Executive to manage broker relationships and drive renewal proposals for client plans. The role emphasizes compliance, data accuracy, and collaborative work with internal teams.

You will contribute to open enrollment meetings and may travel for in-person client engagements. Required experience includes 2–5 years in group health benefits, renewal processes, and client management, with strong communication skills and familiarity with PHI/HIPAA policies.