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Account Executive

Job Title: Account Executive
Department: Operations
Reports to: Client Services Manager

Main Responsibility (purpose/objective)

  • Manage the relationships with Client, Broker partners and Carriers with a focus on improving products and services, to retain the book of business managed.
  • Ensures all work delivered to the client is completed accurately and with the highest degree of quality and emphasis on a “best practice” approach.


Essential Duties/Responsibilities

  • Build and maintain long-term relationships with clients, brokers and providers using various benefits administration software platforms (SaaS)
  • Understand the goals that technology plays within the client’s business plan in order to present potential risk factors, while looking for and driving continuous process improvements/efficiencies
  • Triage customer correspondence and technical issues for clients, escalating to both internal and external teams when necessary to resolve issues
  • Participate in implementation project for new groups assigned including weekly check in calls and testing of system functionality to ensure accuracy of configuration
  • Train clients on new and existing system features
  • Coordinate the Open Enrollment process for each client within their assigned portfolio, which includes handling all communication with the client, delegating appropriate tasks to internal teams, maintaining quality assurance


  • Minimum 4 years of previous experience in employer sponsored benefits and industry standards
  • Proven customer service ability
  • Strong computer skills with immediate to advance knowledge of MS Office suite
  • Demonstrated written and verbal communication skills for all personnel levels
  • Ability to perform job functions and accurately with attention to detail

Preferred Qualifications

  • ACA knowledge
  • Experience with HRIS or Benefits Enrollment systems
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