Employee Benefits Account Executive

SolomonEdwards; Wayne (PA); On-site; USD 120,000 - 180,000; Full time

Job summary

SolomonEdwardsGroup, LLC is seeking a Sr. Employee Benefits Account Executive in Wayne, PA.

The role manages a complex employee benefits portfolio, offering strategic consulting and superior client servicing while collaborating with internal teams and carrier partners. The position involves serving as a trusted advisor on benefit strategies, regulatory compliance, and market trends, with visibility to the EVP – Benefits.

Qualifications

• Experience leading client presentations and renewal strategy discussions.
• Strong understanding of employee benefits products and funding arrangements.

Responsibilities

• Serve as the primary strategic contact for a portfolio of middle-market and large-group employee benefits clients.
• Lead annual stewardship and renewal meetings, presenting market conditions, program recommendations, and cost-containment strategies.
• Understand clients' business objectives, workforce demographics, and risk tolerance to develop customized benefits solutions.
• Advise clients on funding strategies, including fully insured, level-funded, and self-funded arrangements.
• Provide guidance on emerging benefits trends and innovative solutions to improve employee engagement and retention.
• Develop multi-year benefits strategies that align with clients' financial and human capital objectives.
• Lead the annual renewal process from strategy development through implementation.
• Coordinate with marketing teams and carrier partners to negotiate competitive coverage terms and pricing.
• Analyze carrier proposals and prepare client presentations and recommendations.
• Identify opportunities to improve plan design, reduce costs, and enhance overall program value.
• In depth understanding of employee benefit regulations including ACA, ERISA, COBRA, 5500 filings, HIPAA, etc.

Education

Life, Accident, and Health Insurance License

Job description

Title: Employee Benefits Account Executive

Location: Wayne, PA (2x a week in office)

Summary:

Our client, a Top 50 Employee Benefits Broker, has a need for an experienced Sr. Employee Benefits Account Executive to join their team. This client-facing role is responsible for managing and servicing a complex portfolio of employee benefits accounts, providing strategic consulting, and delivering exceptional client servicing. The Account Executive will serve as a trusted advisor to clients, helping them navigate benefit strategies, compliance requirements, and market trends while collaborating with internal service teams and carrier partners. Very visible position and will work directly with the EVP – Benefits.

Responsibilities:

• Serve as the primary strategic contact for a portfolio of middle-market and large-group employee benefits clients.
• Build and maintain strong, long-term client relationships through proactive communication and consultative service.
• Lead annual stewardship and renewal meetings, presenting market conditions, program recommendations, and cost-containment strategies.
• Understand clients' business objectives, workforce demographics, and risk tolerance to develop customized benefits solutions.
• Advise clients on funding strategies, including fully insured, level-funded, and self-funded arrangements.
• Provide guidance on emerging benefits trends and innovative solutions to improve employee engagement and retention.
• Develop multi-year benefits strategies that align with clients' financial and human capital objectives.
• Lead the annual renewal process from strategy development through implementation.
• Coordinate with marketing teams and carrier partners to negotiate competitive coverage terms and pricing.
• Analyze carrier proposals and prepare client presentations and recommendations.
• Identify opportunities to improve plan design, reduce costs, and enhance overall program value.
• In depth understanding of employee benefit regulations including ACA, ERISA, COBRA, 5500 filings, HIPAA, etc.

Qualifications:

• Life, Accident, and Health Insurance License.
• Ability to go into office 2x a week.
• Minimum of eight (8) years of employee benefits brokerage or consulting experience.
• Experience managing middle-market and/or large-group employee benefits clients.
• Strong understanding of employee benefits products, funding arrangements, and market dynamics.
• Experience leading client presentations and renewal strategy discussions.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpa