Senior Benefits Strategist - Self-Funded Accounts (Hybrid)

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 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