Senior Benefits Account Exec - Private Equity

Risk Strategies Company; New York (NY); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Career development programs

Health benefits

Bonus structure

Environmental, Social, and Governance focus

Job summary

A national brokerage firm in New York seeks an Account Executive for Employee Benefits, focusing on developing client relationships and managing a full book of business. The ideal candidate will have over 10 years of industry experience, strong interpersonal skills, and a valid brokers’ license. Responsibilities include M&A support and client communication, aiming to exceed expectations in service delivery. The firm has a strong record in employee benefits and risk management, emphasizing collaborative and innovative solutions.

Qualifications

• 10+ years of experience within the employee benefits industry.
• M&A/Due Diligence experience preferred but not required.
• Valid State Life, Accident and Health brokers’ license.
• Knowledge of financial underwriting and self-insurance programs.

Responsibilities

• Manage a full book of business while providing M&A/Due Diligence support.
• Develop and maintain relationships with clients.
• Prepare annual Open Enrollment communications for each client's employee population.

Skills

Interpersonal skills

Proactive problem-solving

Marketing strategies

Client relationship management

Job description

A national brokerage firm in New York seeks an Account Executive for Employee Benefits, focusing on developing client relationships and managing a full book of business. The ideal candidate will have over 10 years of industry experience, strong interpersonal skills, and a valid brokers’ license. Responsibilities include M&A support and client communication, aiming to exceed expectations in service delivery. The firm has a strong record in employee benefits and risk management, emphasizing collaborative and innovative solutions.