Employee Benefits Account Executive – Renewals & Growth

Gregory & Appel, Inc.; Indianapolis (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Gregory & Appel, Inc. in Indianapolis is seeking an experienced Account Executive to lead renewals and manage a portfolio of employee benefits clients.

You will be the trusted advisor and primary client contact, working with Producers, Account Managers, Operations, and carrier partners to retain and grow your accounts. You will own renewals, build relationships, lead renewal meetings, and identify cross-sell opportunities while staying current on ACA, ERISA, and COBRA requirements.

Qualifications

• 5+ years of insurance experience in account management or related roles in employee benefits.
• Independently manage client accounts and relationships.
• Strong presentation and facilitation skills with senior executives.
• Excellent organization and communication across multiple accounts.
• Active Life & Health license.
• Willingness to travel as required by role.

Responsibilities

• Own renewals from start to finish: set timelines, gather data, review options, negotiate with carriers, and present recommendations.
• Build long-term client relationships and proactively engage clients throughout the year.
• Lead renewal meetings and coordinate internal teams, carriers, and vendors to deliver on commitments.
• Resolve client issues and escalations with a solutions-oriented approach.
• Identify coverage gaps and cross-sell opportunities, partnering with Producers on new business and referrals.
• Keep accurate account records in agency systems and stay current on market, carrier, and regulatory developments.

Skills

Account management

Client service

Presentations

Communication

Organization

Problem solving

Travel ready

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Applied Epic

Job description

Gregory & Appel, Inc. in Indianapolis is seeking an experienced Account Executive to lead renewals and manage a portfolio of employee benefits clients.

You will be the trusted advisor and primary client contact, working with Producers, Account Managers, Operations, and carrier partners to retain and grow your accounts. You will own renewals, build relationships, lead renewal meetings, and identify cross-sell opportunities while staying current on ACA, ERISA, and COBRA requirements.