Employee Benefits Account Executive

The Jonus Group; Philadelphia (Philadelphia County); Hybrid; USD 95,000 - 120,000; Full time

Job summary

The Jonus Group seeks an Account Executive, Employee Benefits to join our Client Experience team. This hybrid role focuses on managing and growing middle-market client relationships post-sale, delivering tailored benefit strategies.

You will advise HR and finance leaders on ERISA, ACA, HIPAA considerations, negotiate with carriers, and mentor Account Managers while driving client retention and expansion.

Qualifications

• Active Life & Health insurance license is required.
• 5–7+ years of experience in employee benefits account management or consulting.
• Experience with self-funded and level-funded plans, stop-loss, and claims analysis.
• Ability to advise CFOs and HR leaders on funding decisions with clear data.

Responsibilities

• Strategic client leadership with a portfolio of middle-market clients.
• Lead renewal strategy sessions and executive reviews with HR/finance leaders.
• Develop multi-year benefit strategies balancing cost, plan design, and employee experience.
• Oversee renewal processes, negotiate with carriers and vendors, and propose cost-containment ideas.
• Analyze claims and financial reports and deliver client reviews quarterly and annually.
• Provide ERISA, ACA, and HIPAA guidance and monitor regulatory changes.
• Mentor Account Managers and collaborate on onboarding and cross-sell opportunities.

Skills

Client relationships

Negotiation

Data analysis

Mentoring

Job description

Job Summary

Seeking a dynamic and experienced

Job Description

Account Executive, Employee Benefits

Seeking a dynamic and experienced Account Executive, Employee Benefits to join a Client Experience team. This hybrid role is pivotal in managing and nurturing client relationships post-sale, ensuring exceptional service delivery, and driving client retention and growth. You will serve as a strategic advisor to HR and finance leaders, delivering tailored benefit strategies that balance cost, compliance, and employee satisfaction.

Compensation Package

• Base Salary: $95,000–$120,000
• Upsell Incentive: 10% in year one, 5% in year two (credited to the individual who sources the upsell)
• Comprehensive health benefits
• Employer-paid short- and long-term disability
• Voluntary benefits
• Generous PTO
• Flexible hybrid schedule

Responsibilities

Strategic Client Leadership

• Manage a portfolio of middle-market client relationships, including fully insured, level-funded, and self-funded plans.
• Lead stewardship meetings, renewal strategy sessions, and executive-level reviews with HR and finance leaders.
• Develop multi-year benefit strategies that optimize cost, plan design, and employee experience.

Renewals and Market Strategy

• Oversee the renewal process, from data analysis to decision-making, in collaboration with producers.
• Negotiate with carriers, stop-loss providers, and vendors to secure competitive terms.
• Recommend plan design, funding, and cost-containment strategies based on data-driven insights.

Data and Reporting

• Analyze claims, utilization, and financial reports to provide actionable recommendations.
• Deliver quarterly and annual client reviews, highlighting results, risks, and next steps.

Compliance Guidance

• Advise clients on ERISA, ACA, and HIPAA obligations, as well as the impact of regulatory changes.

Team Leadership and Growth

• Mentor and guide Account Managers supporting your portfolio.
• Collaborate with producers on new-client onboarding and handoffs.
• Identify cross-sell and expansion opportunities across the organization.
• Contribute to refining client experience KPIs, playbooks, and templates.

Qualifications/Requirements

Must-Haves

• Active Life & Health insurance license.
• 5–7+ years of experience in employee benefits account management or consulting, with a proven track record of retaining and growing middle-market clients.
• Hands-on experience with self-funded and level-funded plans, including stop-loss and claims analysis.
• Confidence in advising CFOs and HR leaders on funding decisions and presenting complex data in a clear, concise manner.
• Strong negotiation skills with carriers and expertise in renewal strategies.
• Experience mentoring or leading service team members.