Self Funded Account Executive

About the Role

Key Responsibilities

• Lead the end-to-end client service experience by managing onboarding, service delivery, renewals, and ongoing support; ensure alignment with internal teams.
• Develop and maintain strong client relationships by engaging decision-makers with consistent, proactive communication and strategic guidance; act as the primary point of contact to build trust and long-term partnerships.
• Provide expert consulting on employee benefit programs, including the design, placement, and renewal of coverage; advise on compliance matters and regulatory updates to ensure client programs remain competitive and compliant.
• Analyze key client data such as claims experience, underwriting metrics, participation trends, and large claims; identify areas for improvement and develop action plans to manage risk and control costs.
• Coordinate the preparation and presentation of new business and renewal proposals in partnership with Producers, Account Managers, and Broker Teams; support client-facing meetings and ensure proposals align with client objectives.
• Market stop loss coverage for clients and prospects no later than 60 days prior to renewal; confirm coverage with carrier prior to effective date.
• Identify and communicate cross-selling and value-added service opportunities across all divisions.
• Manage special client needs such as contract reviews, stewardship plan delivery, custom reporting, and issue resolution.
• Maintain fiduciary responsibility in all activities to protect the interests of the client, the company, and producers.

Requirements

• A minimum of seven years work experience in the self funded health insurance industry.
• Life, Health & Accident license required.
• Experience maintaining fiduciary responsibility for company, client, and/or producer preferred.
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
• A college degree or equivalent work experience is required; a degree in Finance, Business or a related field is preferred.
• Strong verbal and written communication skills.
• Ability to analyze and interpret insurance data.
• Knowledge of insurance and medical terminology.
• Strong analytical and problem solving skills.
• Extremely accurate and detail-oriented.
• Strong organizational and time management skills.

Nice to Have

• Experience maintaining fiduciary responsibility for company, client, and/or producer.

Benefits & Perks

• Annual Bonus
• Medical, Dental, Vision insurance
• 401k with Company Contributions
• Responsible Time Off (RTO)
• 11 Paid Holidays
• Company-paid Life and Disability Coverage
• Paid Volunteer Time Off
• Donation Match Program
• Tuition Reimbursement
• Employee Assistance Program (EAP)
• Wellness Program with Financial Incentives/Discounts
• Hybrid Work Schedule