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Account Executive – Benefits
CNA Insurance. Serve as the primary relationship manager and benefits advisor for assigned clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in employee benefits management, including strategic guidance on plan performance and compliance. Proven ability to build relationships with clients and key stakeholders while achieving retention and revenue goals.
Highest-signal resume keywords
Employee Benefits ManagementCarrier NegotiationsClient PresentationsAccount ManagementLife, Accident & Health Insurance License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Benefits ConsultingPlan AnalysisRenewals ManagementMarket Trends AnalysisCompliance Considerations
Soft Skills
Strong Communication SkillsOrganization SkillsClient-Service Skills
Tools & Technologies
Microsoft OfficeClient Management Systems
Certifications & Qualifications
Active Life, Accident & Health Insurance License
Industry Keywords
Group Medical BenefitsDental BenefitsVision BenefitsLife InsuranceDisability Benefits
About the role
Key responsibilities & impact- Serve as the primary relationship manager and benefits advisor for assigned clients
- Build relationships with client executives, HR professionals, and key decision-makers
- Lead annual benefits renewals, including plan analysis, carrier negotiations, recommendations, presentations, and implementation
- Coordinate open enrollment activities and conduct client and employee benefits presentations
- Provide strategic guidance on plan performance, costs, market trends, and compliance considerations
- Partner with internal teams and carriers to resolve service issues and ensure a positive client experience
- Identify retention risks and opportunities to improve client relationships
- Identify cross-selling opportunities across benefits, retirement, HR consulting, payroll, and other services
- Meet retention and revenue goals, including at least two additional lines of coverage per month
- Maintain accurate client records, documentation, and renewal information and meet deadlines
- Performance measured by client retention and satisfaction, renewal management, revenue growth and cross-selling, strategic client engagement, account management, and teamwork
Requirements
What you’ll need- Bachelor's degree or equivalent professional experience
- Employee benefits, insurance brokerage, account management, or benefits consulting experience preferred
- Active Life, Accident & Health insurance license or ability to obtain one within the required timeframe
- Knowledge of group medical, dental, vision, life, disability, and related benefits products
- Experience with renewals, carrier negotiations, client presentations, and relationship management
- Strong communication, organization, and client-service skills
- Proficiency with Microsoft Office and client management systems
- Ability to attend client meetings and travel locally as needed