Account Executive

About Us

We are an independent employee benefits brokerage focused on delivering strategic, high-impact solutions to employers. We partner with our clients to navigate rising healthcare costs, complex funding arrangements, and evolving workforce needs with a hands-on, consultative approach.

The Role

We are seeking a Mid / Large Market Account Executive to lead client strategy, drive new business, and oversee a portfolio of mid-to-large employer groups. This role is responsible for owning executive-level relationships, developing long-term benefits strategies, and delivering thoughtful, data-driven recommendations.

You will partner closely with Account Managers and internal teams but ultimately serve as the lead advisor and face of the relationship.

Key Responsibilities

• Own and grow a portfolio of mid to large employer clients (typically 40+ lives)
• Serve as the lead strategic advisor and primary relationship owner at the executive level
• Lead renewal strategy and client presentations, including financial analysis, plan design, and contribution modeling
• Advise clients on funding strategies (fully insured, level-funded, self-funded) and long-term cost containment approaches
• Negotiate with carrier partners such as CareFirst, UnitedHealthcare, and Anthem
• Identify opportunities for program enhancements, vendor integrations, and population health initiatives
• Oversee and mentor Account Managers supporting the book of business
• Stay informed on market trends, compliance updates, and emerging solutions to better advise clients

Qualifications

• 4–6+ years of experience in employee benefits, with a focus on mid/large market clients
• Proven ability to retain/grow existing clients
• Strong expertise in funding arrangements, underwriting concepts, and renewal strategy
• Experience leading client presentations and communicating with senior leadership (HR, Finance, C-suite)
• Established carrier and/or industry relationships preferred
• Highly consultative approach with strong business acumen
• Proficiency in Excel and financial modeling; comfortable analyzing claims and renewal data
• Active Life & Health license required

What We’re Looking For

• A strategic thinker who can connect benefits decisions to broader business goals
• Someone who is comfortable operating in a high-visibility, client-facing role
• Collaborative leader who can guide internal teams while maintaining accountability
• Entrepreneurial mindset with a desire to grow a book of business

Why Join Us

• Opportunity to own and grow a significant book of business
• High-impact role with direct influence on client strategy and outcomes
• Collaborative, team-driven environment with strong support resources
• Competitive compensation structure (base + incentives/commissions)
• Flexible/hybrid work environment
• Clear path for continued growth and leadership opportunities