Account Executive – Employee Benefits

Higginbotham

. Manage a complex book of employee benefits business, primarily involving self-funded clients, advanced contract features, and specialized structures .

Posted 10/30/2026full-timeRemote • Texas • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in managing employee benefits for self-funded clients, ensuring compliance with ACA and ERISA regulations, and providing consultative support to clients. Proficient in data analysis and client relationship management, with a focus on developing strategic partnerships and executing service plans.

Highest-signal resume keywords

8+ Years Experience In Insurance IndustryActive Life & Health LicenseExperience With ACA And ERISAProficient With Microsoft Excel, Word, PowerPoint, And OutlookApplied Epic Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Employee Benefits ManagementData AnalysisContract NegotiationClient Relationship ManagementCompliance ManagementProposal PreparationClaims ReviewCross-Selling StrategiesRisk ManagementTraining And Mentoring

Soft Skills

Consultative Partnership DevelopmentCommunication SkillsProblem-SolvingTeam CollaborationClient Service Orientation

Tools & Technologies

Agency Management System (AMS)Microsoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft Outlook

Certifications & Qualifications

Active Life & Health License

Industry Keywords

Self-Funded ClientsInsurance ProductsCompliance RequirementsData PreparationClient DeliverablesRenewal ProposalsNew Business DevelopmentActuarial ReportsClaims ExperienceFinancial Arrangements

About the role

Key responsibilities & impact

Manage a complex book of employee benefits business, primarily involving self-funded clients, advanced contract features, and specialized structures
Provide insurance technical expertise to clients and internal account management and sales teams
Develop and retain consultative partnership relationships with customers and prospects
Develop, execute, and monitor customer service plans aligned with clients’ business and risk management goals
Delegate administrative client tasks to account team members
Coordinate client deliverables as the primary internal contact
Work with internal partners, clients, and carriers to ensure accurate and timely issue resolution
Oversee data preparation for requests for proposals and manage client marketing and negotiation processes
Assist with renewal and new business proposals
Prepare agendas, reports, calendars, and other materials for client meetings
Advise clients on employee benefits, insurance products, compliance, and data analysis
Ensure client accounts meet compliance requirements and deadlines
Identify product opportunities, promote cross-selling, and support new business development
Attend and present at local enrollments and client meetings
Maintain actuarial and data analysis reports
Review claims experience and trends with clients and discuss strategies
Document activities in the agency management system
Maintain accurate business documentation and protect sensitive client data
Mentor new employees and assist with training and continuing education
Complete required training and other department projects

Requirements

What you’ll need

8+ years of experience as an Account Manager or Senior Account Manager in the insurance industry
Experience with ACA and ERISA
Experience with fully insured financial arrangements and alternate funding methods
Active Life & Health License required
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Applied Epic experience preferred, or knowledge of a similar Agency Management System (AMS) acceptable
Ability to lift 25 pounds
Repeated use of sight to read documents and computer screens
Repeated use of hearing and speech to communicate on telephone and in person
Repetitive hand movements, such as keyboarding, writing, and 10-key
Walking, bending, sitting, reaching, and stretching in all directions