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Account Executive – Employee Benefits
Unison Risk Advisors. Serve as the primary day-to-day contact for an assigned Employee Benefits book of business .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Employee Benefits account management, including client service, compliance, and implementation processes. Proficient in managing client relationships and ensuring adherence to industry regulations while delivering exceptional service.
Highest-signal resume keywords
Employee Benefits Account ManagementActive 2-15 Life And Health LicenseClient Service And Relationship ManagementMicrosoft Excel ProficiencyCompliance Tracking And Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Employee Benefits AdministrationClaims CoordinationBenefit Plan ImplementationContract ReviewData OrganizationProblem-SolvingWorkflow ImprovementDocumentation DevelopmentService Process OptimizationRenewal Strategy Participation
Soft Skills
Strong Organizational SkillsAnalytical SkillsWritten CommunicationVerbal CommunicationCollaborative Work Style
Tools & Technologies
Agency Management SystemsCRM PlatformsBenefits Administration Systems
Certifications & Qualifications
Active 2-15 Life And Health License
Industry Keywords
Employee BenefitsInsuranceRisk ManagementCompliance ActivitiesMedical BenefitsDental BenefitsVision BenefitsDisability BenefitsVoluntary BenefitsERISA
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 3+ years of experience in Employee Benefits account management, insurance, risk management, client service, or financial services
- Active 2-15 Life and Health License
- Experience supporting medical, dental, vision, life, disability, voluntary benefits, and compliance activities
- Strong organizational, analytical, and problem-solving skills
- Proficiency in Microsoft Excel, including formulas and data organization
- Strong written and verbal communication skills
- Ability to work independently and collaboratively
- Preferred: Experience with agency management systems, CRM platforms, or benefits administration systems
- Preferred: Prior experience supporting employee benefits, insurance, or brokerage teams