Senior Account Executive / Vice President

Jobtailor; Berkeley Heights (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in New Jersey is seeking an experienced account manager to provide full-service management of health and welfare plans for large accounts. You will act as the day-to-day client contact, advocate for clients with carriers, and help design benefit plans within budget.

The role requires strong analytical and communication skills, the ability to manage renewals and reporting, and willingness to travel up to 25% to support clients.

Qualifications

• Bachelor's degree or equivalent work experience.
• 7–10 years of relevant experience in brokerage, consulting, insurance company, or corporate benefits environment.
• Excellent analytical and problem-solving skills.
• Excellent verbal and written communications skills.
• Excellent interpersonal skills.
• Proficiency in Word, Excel and PowerPoint; highly detail-oriented and able to multi-task.
• Willingness to travel up to 25%.

Responsibilities

• Provide full-service account management to clients, primarily for health and welfare plans.
• Serve as the day-to-day client contact and develop strong relationships.
• Resolve claims and administrative issues; liaise with carriers and advocate for clients.
• Design benefit plans according to client needs and budget; coordinate renewals.
• Prepare SPDs, renewal presentations, and employee communications.

Skills

Account Management

Health And Welfare Plans

Client Relationship Management

Analytical Skills

Benefit Plan Design

Data Analysis

Financial Reporting

Claims Resolution

Stop-Loss Coverage

Project Coordination

Education

Bachelor's degree

College degree or equivalent

Tools

HUB Agency Management System

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

• Provide full-service account management to clients, mostly but not limited to accounts with over 50 lives
• Manage accounts for health and welfare plans including medical, dental, short- and long-term disability, vision, life/AD&D, travel accident, voluntary benefits, and long-term care
• Serve as the day-to-day client contact and develop strong relationships
• Resolve claims and administrative issues
• Liaise with insurance carriers and advocate for clients
• Design benefit plans according to client needs and financial resources
• Process renewals, including competitive bidding, plan design alternatives, and employee contribution scenarios
• Prepare spreadsheets, renewal presentations, summary plan descriptions, and employee communication materials
• Analyze and recommend alternative funding arrangements
• Provide periodic financial reports to assess plan performance and support renewal planning
• Coordinate Schedule A information for 5500 preparation and prepare 5500 filings for larger accounts
• Maintain and manage client information in HUB's Agency Management System and data standards
• Coordinate health fairs and wellness initiatives when requested
• Mentor and support others; back up the supervisor during absences
• Prepare claim utilization analyses for self-funded and large fully insured clients
• Secure stop-loss coverage for self-insured clients

Requirements

• College degree or equivalent work experience
• Minimum of 8 years’ experience in brokerage, consulting, insurance company, or corporate benefits environment
• Required experience: 7-10 years of relevant experience
• Bachelor’s degree (4-year degree)
• Excellent analytical and problem-solving skills
• Excellent verbal and written communications skills
• Excellent interpersonal skills
• Computer literate in Word, Excel and PowerPoint
• Highly detail-oriented and able to multi-task
• Frequent travel
• Up to 25% required travel
• Regular use of the computer

Core Competencies

Demonstrates expertise in full-service account management for health and welfare plans, including strong analytical skills for financial reporting and benefit plan design. Proficient in client relationship management and effective communication to advocate for client needs.

Highest-signal resume keywords

• Account Management
• Health And Welfare Plans
• Analytical Skills
• Client Relationship Management
• Benefit Plan Design

ATS Optimization Keywords

Hard Skills

• Claims Resolution
• Financial Reporting
• Plan Design Alternatives
• Competitive Bidding
• Data Analysis
• 5500 Preparation
• Claim Utilization Analysis
• Stop-Loss Coverage

Soft Skills

• Excellent Verbal Communication
• Excellent Written Communication
• Interpersonal Skills
• Detail-Oriented
• Problem-Solving

Industry Keywords

• Brokerage
• Consulting
• Insurance
• Corporate Benefits
• Health Fairs
• Wellness Initiatives

Tools & Technologies

• HUB Agency Management System
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint