Senior Account Executive

Patriot Growth Insurance Services; Omaha (NE); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Personalized time off

Paid holidays

Job summary

The Olson Group in Omaha, Nebraska, is seeking a Senior Account Executive to manage a portfolio of employer benefits clients, primarily self-funded groups. You will build trusted relationships and deliver strategic guidance to optimize costs and benefits.

You will develop and execute Benefit Edge Strategic Plans, analyze plan performance and funding, lead renewal presentations, and collaborate with carriers and internal teams to drive retention and growth while staying compliant with industry

Qualifications

• 3+ years of experience in account management, customer support, or a related client-facing role within the employee benefits insurance industry.
• Active Nebraska Life and Health Insurance License.
• Working knowledge of employee benefits programs, including medical, ancillary, and self-funded plans.
• Strong written and verbal communication skills.
• Experience using CRM systems, Microsoft Office applications, and other client management tools.
• Ability to analyze data, manage projects, and provide strategic recommendations to clients.

Responsibilities

• Manage a portfolio of in-force employee benefits clients, primarily self-funded groups, to drive satisfaction, retention, and long-term partnership.
• Develop and execute customized Benefit Edge Strategic Plans that support client goals and improve year-over-year retention.
• Analyze plan performance, funding arrangements, and financial results to identify opportunities for cost containment and benefit optimization.
• Negotiate renewals and terms with carriers to secure competitive solutions and favorable outcomes for clients.
• Lead renewal presentations, open enrollment meetings, and client strategy discussions with clarity and confidence.
• Identify cross-selling opportunities and support business development efforts that contribute to agency growth.
• Deliver quarterly financial reports and client reviews that provide actionable insights and recommendations.
• Stay informed on market trends, compliance developments, and industry best practices, sharing relevant updates with clients and colleagues.

Skills

Relationship-driven

Proactive communicator

Translating technical information

Organized

Analytical

Collaborative

Continuous learner

Ethical standards

Education

Associate degree in Business Administration

Nebraska Life and Health Insurance License

Tools

CRM systems

Microsoft Office

Job description

The Olson Group | Omaha, NE | Hybrid | Full-Time

Why This Role Matters

As a Senior Account Executive with The Olson Group, you will play a key role in helping employer clients navigate complex employee benefits strategies while driving long-term retention and growth. This is an opportunity to manage a meaningful book of business, build trusted client relationships, and deliver strategic guidance that helps organizations control costs, enhance benefit offerings, and support their employees.

In this role, you will partner closely with clients, carriers, and internal teams to develop and execute customized Benefit Edge Strategic Plans. You'll serve as a trusted advisor to predominantly self-funded groups, helping them make informed decisions through plan analysis, renewal strategy, financial reporting, and ongoing consultation.

How You'll Make an Impact

• Manage a portfolio of in-force employee benefits clients, primarily self-funded groups, to drive satisfaction, retention, and long-term partnership.
• Develop and execute customized Benefit Edge Strategic Plans that support client goals and improve year-over-year retention.
• Analyze plan performance, funding arrangements, and financial results to identify opportunities for cost containment and benefit optimization.
• Negotiate renewals and terms with carriers to secure competitive solutions and favorable outcomes for clients.
• Lead renewal presentations, open enrollment meetings, and client strategy discussions with clarity and confidence.
• Identify cross-selling opportunities and support business development efforts that contribute to agency growth.
• Deliver quarterly financial reports and client reviews that provide actionable insights and recommendations.
• Stay informed on market trends, compliance developments, and industry best practices, sharing relevant updates with clients and colleagues.

Who You Are

• Relationship-driven and energized by building trust with clients, carriers, and internal partners.
• A proactive communicator who responds promptly and professionally to questions, concerns, and changing client needs.
• Comfortable navigating complex benefit programs and translating technical information into practical recommendations.
• Organized and detail-oriented, with the ability to manage multiple priorities and deadlines simultaneously.
• Analytical and solution-focused when evaluating plan performance, funding strategies, and renewal options.
• Collaborative by nature and effective in cross-functional environments.
• Committed to continuous learning and staying current with industry regulations, trends, and emerging solutions.
• Dedicated to maintaining high ethical standards and protecting confidential client and employee information.

Day One:

• 3+ years of experience in account management, customer support, or a related client-facing role within the employee benefits insurance industry.
• Associate degree in Business Administration or a related field.
• Active Nebraska Life and Health Insurance License.
• Working knowledge of employee benefits programs, including medical, ancillary, and self-funded plans.
• Strong written and verbal communication skills.
• Experience using CRM systems, Microsoft Office applications, and other client management tools.
• Ability to analyze data, manage projects, and provide strategic recommendations to clients.

Valuable Additions:

• Bachelor's degree in Business Administration or a related field.
• Experience working extensively with self-funded employer groups.
• Advanced knowledge of benefit compliance requirements and regulatory updates.
• Demonstrated success identifying cross-selling opportunities and supporting business growth initiatives.
• Industry certifications or ongoing professional development related to employee benefits or insurance consulting.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.

About The Olson Group

The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years. The Olson Groupis a proud partner agency of Patriot Growth Insurance Services, LLC .

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

Pay Range

$100,000 - $140,000 USD