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Employee Benefits Account Executive Share LinkedIn Twitter Facebook Google Email

Gregory & Appel Insurance
United States, Indiana, Indianapolis
1402 North Capitol Avenue (Show on map)
Jun 26, 2025
Job Description The Account Executive (AE) manages a block of small to mid-sized employee benefits clients independently and works alongside Benefits Producers on large clients with a minimum of $750K producer book of business. This position is expected to possess the highest level of technical and coverage knowledge within the service team and is considered a steppingstone to a Producer role if desired. The AE possesses more technical and coverage knowledge than that of an Account Manager (AM) or Senior Account Manager (SAM). The AE can handle accounts with minimal to no assistance. The AE is responsible for obtaining, maintaining, expanding and servicing accounts. The AE meets the agency service standards of time and quality. This position interfaces with many internal and external customers and vendors. Primary Duties Ongoing client relationship management Ongoing ACA and compliance review and education Assist client with strategic initiatives and make program recommendations where applicable Ability to identify upselling opportunities and consultative selling & present products to clients Manage projects and delegate duties as needed Conduct quarterly review meetings with client, typically lead meetings with C-Level executives Review, monitor, and present financial reporting package quarterly for applicable clients Manage the RFP process, review results and present to the client (as needed) Ongoing escalated service issue resolution Review and present benchmarking analysis annually Review and present analytical reports and Executive Summary annually Review and deliver annual communication materials for open enrollment Conduct annual employee meetings Possess a clear understanding of Employee Benefits operations and sales processes Manage and present renewals to clients Experience and Skills Qualification Years of Experience: 5-10 Education: Bachelor's Degree; or combined equivalent years of education and experience Life & Health license required (may obtain upon hire) Additional Information: Willingness to pursue continuing education; CEBS, GBA, etc. Good organizational, verbal and written communication skills necessary Ability to maintain a positive attitude, express enthusiasm and be flexible Ability to work independently or as part of a team Requires regular presentations to clients and their employees Ability to interpret claims data, trends and communicate effectively Sales skills are required Maintains a professional, helpful and courteous demeanor with clients, carrier personnel, and agency personnel.