Employee Benefits Client Executive – New York, NY

New York, NY | Work from home flexibility

Posted: 02/27/2024 Industry: Employee Benefits & Retirement Services Job Number: KO24.1.21.4 Remote: Experience:

Job Description

Employee Benefits Client Executive – New York, NY (hybrid 2 days a week)

Role & responsibilities

  • Primary responsibilities of this position include working with large group clients, marketing to standard carriers, assisting with open enrollments, creating benefit guides, and strategizing with clients.
  • Knowledge of working with Medical, dental, vision and ancillary benefits becoming the subject matter expert in all things benefits.
  • Develop and maintain strong relationships with clients, carriers, and new prospects.
  • Manage request for proposals and renewals, negotiate with carriers and make recommendations to client.
  • Responsible for management of assigned book of business and day to day account management.
  • Strong client communication skills and contact.
  • Previous expierence in a brokerage setting preferred, but not required.
  • Coordinates and oversees the renewal process, including marketing, understanding renewal development, and negotiating on behalf of client.
  • Accountability for all work provided and completed on AE’s book, ensure updates are made within EPIC software.
  • Work closely with producer on book of business

Qualifications & experience

  • Organized self-starter who is dedicated to studying on their own and comfortable in a continuous learning environment.
  • Exceptional customer service skills
  • Experience in insurance, or related field preferred
  • Some college preferred (higher education preferred)

• 401(k) • Dental insurance • Disability insurance• Flexible spending account• Health insurance• Health savings account• Life insurance• Paid time off• Paid training• Vision insurance


  • Employee Benefits: 4+ year
  • Insurance background


  • NY Life and Health License


Meet Your Recruiter

Kayla Omiecinski

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