Strategic Benefits Account Executive - Hybrid

James A Scott & Son Inc; Richmond (VA); On-site; USD 90,000 - 160,000; Full time

Job summary

Scott Insurance in Richmond, VA Beach, VA seeks a Benefits Account Executive to partner with clients and the assigned producer, managing employee benefit accounts with a focus on retention, growth and superior service delivery. This on-site role may move to hybrid after training, with some travel to branch locations to support on-site client needs.

The role requires 4+ years of benefits administration, an active Life & Health license (or ability to obtain), and strong analytical, problem-solving

Qualifications

• BA/BS degree (preferred) or equivalent combination of education and work experience.
• 4+ years of employee benefits administration experience required, with a strong understanding of underwriting methodologies and health reinsurance contract structures.
• Active Life & Health insurance license or ability to obtain within 90 days; CEBS designation preferred or progress toward completion.
• Strong analytical, problem-solving and project-management skills; ability to implement strategies.
• Excellent written, verbal, and presentation skills.
• Highly organized with ability to manage multiple priorities and deadlines; advanced Excel proficiency.

Responsibilities

• Guide clients and the assigned producer in long-term benefits strategy and relationship management.
• Develop strategic recommendations including renewal strategies and cost-containment approaches across various plan types.
• Oversee renewal execution and coordinate carrier negotiations for optimal results.
• Provide consultative solutions to clients and internal teams on complex issues.
• Advise on ACA, HIPAA, ERISA and related compliance matters with practical application.
• Deliver insights via financial models and dashboards to inform client decisions.
• Evaluate carrier methodologies and provide data-driven recommendations.
• Identify opportunities to expand services and deepen client engagement.
• Lead account management teams to align strategy, timelines, and execution across the client lifecycle.
• Support effective use of agency systems and tools as part of client strategy.

Skills

Relationship-building

Project management

Communication

Presentation skills

Education

BA/BS degree or equivalent experience

Tools

Microsoft Excel

Job description

Scott Insurance in Richmond, VA Beach, VA seeks a Benefits Account Executive to partner with clients and the assigned producer, managing employee benefit accounts with a focus on retention, growth and superior service delivery. This on-site role may move to hybrid after training, with some travel to branch locations to support on-site client needs.

The role requires 4+ years of benefits administration, an active Life & Health license (or ability to obtain), and strong analytical, problem-solving