Senior Account Executive (EB)

Risk Strategies Company; Boston (MA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Paid maternity leave

Disability insurance

Tuition assistance

Job summary

A leading company in the insurance sector is looking for a Senior Account Executive to drive its Employee Benefits team in Boston. The role entails managing client relationships and developing tailored benefit strategies, ideal for someone with deep industry expertise and a strong focus on client service. The candidate will serve as a subject matter expert in health and welfare benefits, ensuring compliance and managing large group complexities.

Qualifications

• 12+ years of health and welfare experience.
• Proven experience managing complex self-funded accounts.
• Strong client-facing experience in employee benefits.

Responsibilities

• Oversee development and execution of client’s benefits strategy.
• Manage a book of business worth $1.5M to $2M+.
• Project manage client proposals and renewals.

Skills

Client Relationship Management

Strategic Guidance

Underwriting Concepts

Proficiency in Microsoft Excel

Health & Welfare Knowledge

Education

Active Life, Accident, and Health Insurance License

GBA or CEBS Certification

Job description

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We are seeking a Senior Account Executive to join our Employee Benefits team in Boston, MA. This role is responsible for managing client relationships, acting as the primary point of contact for day-to-day service, and overseeing the development and execution of each client’s benefits strategy. The ideal candidate will have strong experience with self-funded plans and will serve as a subject matter expert across a range of offerings including medical, life, disability, and other employee benefits. The Senior Account Executive will work closely with both clients and carrier representatives, providing strategic guidance and plan analysis, while also leading internal team efforts by reviewing work, ensuring accuracy, and delegating tasks as needed. In addition to managing a personal book of business, this role supports revenue growth through client expansion and assists producers with prospecting and proposal development for new opportunities.

Your Impact:

• Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
• Manage a book of primarily self-funded (medical, dental) large group business between $1,500,000 and $2,000,000+
• Develop and maintain strong relationships with reference-ready clients, prospects, and carriers
• Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
• Proactively anticipate client needs and bring forward strategies to address their challenges
• Project manage book of business including planning, delegating, and meeting deliverable timing
• Understand fundamental underwriting concepts to communicate funding alternatives, impact to rates, and cost drivers
• Manage request for proposals and renewals - negotiate with carriers and make recommendations to client
• Ensure client is fully compliant with all regulations to which they are subject

Successful Candidates Will Have:

• 12+ years of health and welfare experience, with a track record of exceeding core practice competencies
• Proven experience managing complex self-funded client accounts
• Strong client-facing experience within the employee benefits industry
• Advanced technical knowledge of self-funded medical and dental plans, benefits administration, Health Care Reform, industry trends, and carrier products/services
• Proficiency in Microsoft Excel, Word, and PowerPoint
• Active Life, Accident, and Health Insurance License (required)
• GBA or CEBS certification a plus

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  General Business

• Industries

  Insurance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Paid maternity leave

Disability insurance

Tuition assistance

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