Unison Risk Advisors

Account Executive

• Serve as the primary day-to-day contact for an assigned Employee Benefits book of business
• Build trusted relationships with clients, benefits administrators, carriers, Producers, and internal stakeholders
• Research and resolve client service issues while coordinating timely solutions
• Escalate complex service matters appropriately and maintain confidentiality of client information
• Direct implementation, enrollment, and communication processes
• Coordinate billing, eligibility, enrollment, claims, and carrier-related activities
• Support implementation of new benefit plans, carrier transitions, and coverage changes
• Maintain complete and accurate account documentation within the agency management system
• Ensure adherence to Errors & Omissions requirements and record retention standards
• Maintain accurate client records and account information
• Plan and prioritize workload to meet service standards and renewal timelines
• Prepare and proof employee communication materials including benefit guides, brochures, and flyers
• Review contracts and benefit materials for accuracy and coordinate corrections
• Partner with Producers, carriers, and internal teams to coordinate service delivery
• Participate in renewal strategy meetings and implementation activities
• Support clients with Schedule A requests, Form 5500 preparation, and required benefit communications
• Prepare and facilitate open enrollment meetings and employee education sessions
• Support new client onboarding and benefit program changes
• Assist with carrier transitions and evolving compliance requirements
• Contribute to scalable service processes that improve client experience
• Track compliance requirements including PCORI, RxDC, Medicare Part D notices, WRAP, POP, ERISA, and annual notices
• Identify opportunities to improve workflows and service efficiency
• Maintain current knowledge of employee benefits trends and best practices
• Contribute employee benefits expertise and service best practices across the organization
• Support development of documentation, communication materials, and repeatable service processes
• Partner with peers and leadership to ensure consistent client experience and compliance support
• Deliver exceptional client service and timely resolution of client requests
• Maintain quality, accuracy, and compliance across all assigned accounts
• Support successful renewals, implementations, and enrollment activities

Account Executive – Employee Benefits