Senior Account Executive

Join a Leader in Insurance and Benefits Solutions
Are you ready to join a fast-growing, innovative firm that values your expertise and empowers you to make an impact? We are a rapidly expanding organization seeking a Senior Account Executive (AE) to provide strategic account management and consultation to our valued clients. Our company culture emphasizes collaboration, professional growth, and delivering outstanding service to clients.

What We Offer:

• Flexible Hybrid Work Schedule to support work-life balance
• A collaborative and supportive team environment
• Competitive benefits and retirement packages
• Generous PTO (3-4 weeks) plus additional sick time
• 12 paid holidays annually
• Opportunities for continuous learning and development

Why Join Us?
We are the perfect fit if you:

• Thrive in a hybrid work schedule with a balance of in-office collaboration and remote flexibility
• Value being part of a supportive and collaborative team culture
• Have an entrepreneurial mindset and enjoy building long-term client relationships
• Are passionate about helping others achieve financial security and protect their future

Want to work with a progressive company that values integrity, innovation, and professional growth

About the Role: Senior Account Executive (AE)
As a Senior Account Executive, you will deliver strategic account management and serve as a trusted advisor to clients. You’ll oversee benefit program design, compliance, analytics, and carrier negotiations while identifying opportunities for account growth. Collaborating with producers and account managers, you will develop solutions that align with client needs and drive retention and satisfaction.
Key Responsibilities

• Act as the primary client relationship manager, delivering tailored solutions to meet client needs
• Oversee the delivery of services, including compliance, renewals, and strategic planning
• Build strong relationships with C-level decision-makers and stakeholders
• Identify opportunities to expand existing accounts through cross-sells and up-sells
• Mentor and support team members to ensure deliverables meet quality standards
• Stay current on industry trends, regulatory changes, and compliance requirements

Qualifications
Required:

• 7+ years of experience working in a carrier or brokerage environment
• Active Life and Health License for Utah
• Bachelor’s Degree or equivalent education and experience
• Proficiency in Microsoft Office and excellent organizational skills

Preferred (not required):

• Experience managing self-funded plans or groups of 300+ employees
• Familiarity with compliance regulations and reporting tools

Skills & Expertise:

• Strong communication, organizational, and analytical abilities.
• Proficiency in Microsoft Office and related data platforms.
• Expertise in benefits and related terminology, with a high level of independence and problem-solving skills.

Perks & Benefits:

• Hybrid Work Schedule for work-life balance.
• Comprehensive benefit and retirement packages.
• Generous PTO and paid holidays

Compensation: $100-$125,000 Salary with 2% Commission based on revenue.

Salt Lake County, Hybrid (3 days in Office)

Working Environment:
Enjoy a supportive and modern office environment with flexible conditions that allow you to thrive professionally and personally.
Take the next step toward a fulfilling and dynamic career with us. We are committed to diversity, equity, and inclusion, welcoming candidates from all backgrounds to join our growing team.
Ready to build your future? Apply today!

Last updated on Dec 11, 2024