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.