85 account executive employee benefits jobs found

The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Account Executive is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate. The Account Executive is responsible for revenue growth – client expansion – on their personal book of business and assisting producers and team with prospecting new clients, including proposal development. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state...

Description Summary: The Employee Benefits Sr. Account Executive I is responsible for maintaining and growing relationships with key business clients. This role is critical in the development and deployment of our clients Employee Benefits Health and Welfare strategy. Needs to have a firm understanding of medical loss ratios, and key metrics that drive plan performance. Manages, coordinates and negotiates renewal pricing, review program outcomes and make recommendations for optimal performance.  Provides direction and guidance to account support staff ensuring deliverables and outcomes are in alignment with the defined client strategy.  Must be self-sufficient, detail oriented, success-driven, exceptional team collaborators with outstanding communication skills. This position is pivotal in maintaining and growing relationships within multiple levels of the organization and supporting Optimal Customer Relationships...

Description Summary: The Employee Benefits Account Executive collaborates with the Consultant to support all phases of strategy, development and implementation of our clients Employee Benefits Health and Welfare plans.  Sets priorities and manages workflow to ensure outcomes and timely deliverables to clients and carriers. Expected to have regular client contact as established by service calendar timelines, act as a client advocate in the resolution of complex issues, educate and support the client service needs.   Thorough understanding of employee benefits products including but not limited to underwriting and rating concepts encompassing fully insured, level funded and self-funded medical programs, and ancillary products.   Ability to work in a fast-paced environment with minimal direction and a high degree of accuracy.  Demonstrated ability to interact with others effectively, utilizing strong written and...

The Employee Benefits, Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Account Manager is responsible for revenue growth – client expansion – on their personal book of business. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  PetPlace , a subsidiary of IPH, is building a digital first pet e-commerce platform with the aim of connecting key market services such as adoption, lost  pet  and insurance to make pet care easy.   Job Summary:   PetPlace   is seeking an  Account Executive - Retention  role...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  PetPlace , a subsidiary of IPH, is building a digital first pet e-commerce platform with the aim of connecting key market services such as adoption, lost  pet  and insurance to make pet care easy.   Job Summary:   PetPlace   is seeking an  Account Executive - Retention  role...

The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development. The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity. The AM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account. Your Impact Client management: At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering Manages a renewal book of business, including creation of submissions,...

Description This role will be onsite at our Easton office in Columbus, OH or Toledo, Akron, Bowling Green and Detroit Office. Summary: The Employee Benefits Account Manager possess a working knowledge of employee benefits products and processes.  Exercises sound judgment, acting independently with a high degree of accuracy, providing account management support to  Account Executive and Consultant colleagues. Prioritizes effectively and respond in optimal time frames while working in a fast-paced environment.   Demonstrates teamwork in daily service activities with internal colleagues leading into optimal client retention. Duties & Responsibilities: Provide administrative support to Account Executive and Senior Account Management team. Assist in creating presentation materials, spreadsheet reviews. Execute day to day service transactions for clients to ensure retention within optimal time...

The Associate Account Manager (AAM) plays a key role in supporting the Client Service team and gaining hands-on exposure to the insurance brokerage business. This position is ideal for individuals looking to build a strong foundation and grow their career within a fast-paced, client-focused environment. The AAM is responsible for completing specific service and transactional tasks on an assigned book of business under the guidance of the Account Manager, Senior Account Manager, or Account Executive. This role requires a detail-oriented, process-driven mindset and the ability to manage a high volume of work with accuracy and organization. The AAM is accountable for maintaining data integrity within the service system of record and ensuring documentation is complete and compliant. As skills develop, the AAM will take on stretch assignments and gain increased exposure to client interaction, setting the stage for future career advancement. The AAM works closely with the Client...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to retain the existing business and grow the assigned group of accounts.  In a leadership role, collaborates with client teams in the tactical and strategic delivery of services promised; works closely with internal resources as needed to satisfy the client's needs. A Day in The Life : Serves as the key relationship contact by account at all leaderships levels for the assigned book of business with a total book value from $750K to $2M. Achieves TAS (Total Account Selling) goals in collaboration with Sales/Business Development; meets individual cross-selling and up-selling objectives. Provides support as needed to the assigned Senior Client Executive(s) in the management of their account activity and book of business. Develops, leads and executes account...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : The Administrative Assistant is responsible to provide general administrative and clerical support for the Co-Managing Directors; performs a wide variety of advanced clerical duties; relieves unit leaders of selected administrative work and minor business detail.    Management of this process to include integrations across the following  departments / practices / teams (if applicable)     (Example) IT, Human Resources (benefits plan, 401K integration, employee-ownership), marketing (website & sales enablement) carrier contracts (benefits, P&C), licensing, accounting/finance, and facilities.    A Day in the Life: Essential Functions     Exercises the greatest degree of discretion in the handling and dissemination of...

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. Your Impact: Client management: At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering. Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding. Provide support in...

POSITION SUMMARY: HUB International is seeking to add a Commercial Lines Producer to our sales team in the Ohio market! The Commercial Lines Producer will develop new business relationships and insurance solutions for prospective HUB clients and build a book of business by driving new business development and growth for the region. They will be responsible for identifying client needs, educating clients of the organization’s full scope of insurance offerings, and maintaining a high skill level with client relations. ABOUT HUB INTERNATIONAL: HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 18,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow....

Position Title Branch Banking - Client Consultant I   Location Willowick, OH 44095-4613   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account questions,...

Position Title Branch Banking Client Consultant II - Float   Location Solon, OH 44139   Job Summary Branch Banking-Client Consultant II - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client...

Description Overview The Sr Treasury Management Portfolio Manager for Pricing leads the strategy, development, and performance of the bank’s enterprise pricing frameworks within the Treasury Management (TM)organization. This senior leader oversees a portfolio that includes pricing optimization tools, earnings credit rate (ECR) strategy, account analysis, and pricing governance across all TM service offerings.  This role blends product mastery, financial acumen, and cross‑functional leadership to ensure the bank delivers competitive and profitable services. Key Responsibilities Product Strategy & Portfolio Leadership • Own the multi‑year product strategy for TM pricing and profitability frameworks. • Lead a team of product managers responsible for ECR and account analysis surrounding TM services. • Monitor market trends, regulatory developments, and competitive dynamics to inform product direction and...

Position Title Branch Banking - Client Consultant I - Float   Location Parma, OH 44134-1681   Job Summary Branch Banking Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance:   Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team member(s) to achieve...