Account Executive – Employee Benefits

Higginbotham

. Manage a complex book of business consisting mostly of self-funded clients, advanced contract features, and structures requiring higher expertise .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in managing complex client accounts within the insurance industry, focusing on self-funded clients and advanced contract features. Proficient in developing consultative partnerships, ensuring compliance, and executing comprehensive customer service plans.

Highest-signal resume keywords

8+ Years Experience As An Account ManagerActive 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

Account ManagementData AnalysisCompliance ManagementCustomer Service PlanningClaims ReviewRFP PreparationCross-SellingNegotiationEmployee Benefit Products KnowledgeTraining And Mentoring

Soft Skills

Consultative Relationship DevelopmentCommunicationTeam DelegationPresentation SkillsProblem-Solving

Tools & Technologies

Agency Management System (AMS)Microsoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft Outlook

Certifications & Qualifications

Active Life & Health License

Industry Keywords

Self-Funded ClientsAdvanced Contract FeaturesFully Insured Financial ArrangementsAlternate Funding MethodsClient ComplianceRisk ManagementEmployee BenefitsInsurance IndustryConsultative PartnershipsData Preparation

About the role

Key responsibilities & impact

Manage a complex book of business consisting mostly of self-funded clients, advanced contract features, and structures requiring higher expertise
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 comprehensive customer service plans aligned with customer business and risk management goals
Delegate administrative client tasks to account team members
Coordinate all client deliverables as the primary internal contact
Work with internal partners, clients, and carriers to ensure accurate and timely responses to outstanding issues
Oversee data preparation for RFPs and manage the marketing and negotiation process
Assist with renewal and new business proposals
Prepare agendas, reports, calendars, and other client meeting materials
Educate and advise clients on employee benefit products, compliance topics, and data analysis
Ensure client account compliance and execute compliance requirements and deadlines
Identify product opportunities, promote cross-selling, and support new business
Attend and present at local enrollments and client meetings
Maintain actuarial and data analytical 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