Group Benefits Account Executive – Choice Accounts

Division: Group Benefits
Location: Buffalo, NY
Reports to: Group Benefits Operations Manager

Job Summary

The Account Executive is the primary client relationship manager for a designated book of business within our Group Benefits Division.

The Account Executive communicates with the client and manages the account from a retention standpoint for the successful annual renewal of the client’s insurance program. The Account Executive is the primary service manager for daily service and administration of the client account. They are responsible for making efficient and effective policy changes and respond to all normal customer requests including claims.

The Account Executive partners with Walsh Duffield consultants to identify potential healthcare business customers and is accountable for prospect from presale to implementation.

Essential Functions

Agency specific training will be provided.

  • Focus on groups that have 100 or less employees
  • Serve as the primary client service point-of-contact to the insured clients
  • Provide marketing & client support in the Group Employee Benefits arena
  • Prepare and present new & renewal marketing
  • Handle & resolve service issues: billing, eligibility, claims and customer service
  • Must be knowledgeable about all federal and state legislative requirements for small groups to advise/consult on client issues, particularly health care reform
  • Cross train as needed on other insured products
  • Adhere to the stated expectations of the E&O Plus Quality Management Program

Additional Responsibilities

As a Group Benefits Account Executive, major responsibilities include but are not limited to:

  • Perform other miscellaneous duties as assigned by agency management; may handle some moderately complex tasks independently.
  • Responds to requests in a timely manner
  • Adhere to client service standards of the division and agency.
  • Participate in training and seminar courses.
  • Follow guidelines outlined in WD employee manual.
  • Monitor legislation that pertains to employee benefits and regularly communicate updates with Benefits Division and clients

Major Responsibilities

As a Group Benefits Account Executive, major responsibilities include but are not limited to:

  • Perform other miscellaneous duties as assigned by agency management; may handle some moderately complex tasks independently.
  • Responds to requests in a timely manner
  • Adhere to client service standards of the division and agency.
  • Participate in training and seminar courses.
  • Follow guidelines outlined in WD employee manual.
  • Monitor legislation that pertains to employee benefits and regularly communicate updates with Benefits Division and clients

Education and Experience

  • Bachelor’s Degree preferred and current, applicable and quality references, required.
  • Minimum of 2 years’ experience in Group Employee Benefits and Group Health Plans, required; independent agency Employee Benefit experience preferred

Knowledge, Skills & Abilities

  • Current Life & Health license preferred (will be required within the first six months).
  • Proficient with Microsoft Excel, Word, PowerPoint and Outlook.
  • Effective presentation skills supported by excellent verbal and written communication.
  • Demonstrate leadership ability and initiative.
  • Ability to push past rejection to achieve results.

FLSA Job Classification

Exempt (Full-Time)

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ADA Requirements

Walsh Duffield complies with the Americans with Disabilities Act. Reasonable accommodations may be made to qualified individuals with disabilities to perform the essential functions of this position.

Physical Demands and Work Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk and hear.  The employee is occasionally required to stand, walk, and reach with hands and arms.

The employee must regularly lift and/or move up to 10 pounds.

The noise level in the work environment is usually light.

This job description is intended to describe the normal level of work required by the person performing the work.  The principle duties outlined are the essential responsibilities and duties.  Other duties may be assigned as needs rise, or as required.

This description is not intended as a contract and is subject to change.  Any written contractual agreements supersede this job description.  All requirements may be modified to accommodate physically or mentally challenged staff members reasonably.


Walsh Duffield Cos., Inc. is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity, sex orientation, national origin, genetic information, sex, age, disability, protected veteran status, or any other characteristic protected by law. We welcome diversity and highly encourage applications from diverse candidates, including those with disabilities.