Health and Welfare Account Executive

New York, NY

Posted: 07/15/2019 Industry: Employee Benefits & Retirement Services Job Number: JJ2.18.2

Account Management

  • Develop effective relationships with assigned clients with a focus on the day-to-day employee benefits department. This may include in-person visits with travel required, entertainment opportunities, telephone and electronic communications.
  • Develop a strong understanding of health and welfare benefit products, services, technical tools, and vendor/carrier markets. This includes developing relationships with vendors/carriers to understand and compare available products and services.
  • Work with client and team leader to develop annual timeline based on agreed upon goals, objectives, and services to be provided.
  • Act as a primary contact for all day-to-day service issues and other inquiries for all assigned clients; act as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities.
  • Effectively prioritize and manage needs of multiple clients within assigned book of business daily. Obtain and maintain current benefit plan documentation for all client lines of coverage.
  • Maintain professional ethics according to insurance industry standards.
  • Lead and develop renewal and marketing strategy.
  • Coordinate marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information.
  • Analyze and compare carrier quotes, project manage negotiation of rates with the Team Leader, and coordinate preparation and delivery of renewal/marketing presentation.
  • Coordinate with client and carriers to ensure timely and efficient renewal and/or implementation of employee coverage.
  • Coordinate and guide development of employee communication strategy and preparation of communication materials.
  • Review client contracts and policies for accuracy.
  • Create and deliver all client deliverables (example: Client Profile), and facilitate client compliance obligations (examples: 5500, annual notices).

Business Development

  • Support Producers as needed with new business presentations and identification of additional business opportunities within current book of business.


  • BA/BS degree preferred, high school diploma required
  • 5-10 years related work experience
  • Must possess valid insurance licenses
  • 25% travel required
  • Excellent verbal and written communication skills
  • Ability to work within a team and foster teamwork
  • Good planning, organizational and prioritization skills
  • Proficient in Microsoft Office products


Jasmine Johnson
Executive Recruiter

I Joined CPS, inc’s Employee Benefits division earlier this year and feel like I’ve found my home. I recruit at all levels of experience within the qualified and nonqualified retirement plan industry. My expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. When I’m not in the office I enjoy spending time with my friends and family. You can find me refereeing for IHSA on the weekends and perfecting my euro-step like Lebron… Even though he travels… Get in touch with me about opportunities or if you want to chat about the latest games.  

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