EBS Account Executive

Crest Insurance Group; Tempe (AZ); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation package

Comprehensive medical, dental, vision,

retirement benefits

Strong work-life balance and employee‑

Career advancement and professional de

Job summary

Crest Insurance Group in Tempe seeks an experienced Employee Benefits Account Executive to serve as a trusted advisor to clients, partner with Producers, and lead account service teams in delivering strategic employee benefits solutions. This role offers collaboration with executive leadership and exposure to complex benefit programs.

The position focuses on managing renewals, plan design, and client communications, with opportunities to drive growth and service excellence within a respected

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.

Responsibilities

• Serve as day-to-day advisor for a portfolio of employee benefits clients.
• Build and maintain relationships with clients, carriers, and vendors.
• Lead renewals, marketing, RFPs, and strategic planning initiatives.
• Present renewal strategies 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 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.

Skills

Employee benefits knowledge

Client relationship management

Executive-level communication

Project management

Sales cross-selling

Regulatory compliance knowledge

Travel flexibility

Education

Bachelor's degree preferred

High School Diploma/GED with related experience considered

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