Group Benefits Account Executive

Job Description

Principal Job Description

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

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

Daily Responsibilities

Agency specific training will be provided.

  • Establish and maintain strong working relationships with clients that create a trusted advisor role.
  • Conduct analysis of a client’s current situation, identifying opportunities, client objectives and matching Walsh’s services with those opportunities for improved future state.
  • High level client management for both fully insured and self-funded clients, with emphasis on large account market segment.
  • Accountable for the maintenance, growth and increased profitability of existing business, the acquisition of new business on existing accounts, customer satisfaction, and the strategic direction of assigned accounts.
  • Consult, oversee and present the implementation and execution of client-specific strategies, goals, objectives, performance levels and guarantees.
  • Develop and execute account and bid/RFP/renewal strategies necessary for successful renewals and partnerships.
  • Direct strategic, customer specific initiatives, which deliver value added services through the execution of client specific strategic plans.
  • Develop presentations for employee level communication to inform employees of benefit package and provide information/education on benefit navigation.
  • Maintain and update client records in agency client relationship management system.
  • Become the champion for our relationship with NFP. This will include ensuring use by Benefits Division staff.
  • Cross train as needed
  • Adhere to the stated expectations of the E&O Plus Quality Management Program


  • Candidate must have a Bachelor’s degree in business or related field of study or equivalent work experience that shows progressive advancement in duties and responsibilities.
  • Minimum of 5 years of prior experience in benefits consulting; focused experience as an Account Executive preferred.
  • An equivalent combination of education and experience will be considered.
  • Life, Accident & Health license required.
  • Experience managing large accounts required, including managing accounts of companies with multiple lines of business that are distinct and unique, health plan accounts with multiple customer lines.
  • Knowledge of medical and non-medical market. Strong consultative, negotiation and presentation skills required.
  • Outstanding analytical, problem solving and critical thinking skills required.
  • Excellent customer service skills including the ability to resolve issues quickly and effectively.
  • Exceptional written communication skills.
  • Must be willing to travel as necessary.
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 principal 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.