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Large Group Employee Benefits Account Executive

Role overview

Responsibilities

  • Responsible for the oversight and management of assigned clients of various sizes, funding methods and plan designs with minimal input from Producers
  • Manage client renewals, marketing, and carrier negotiations
  • Foster deep client relationships to support client retention
  • Create presentations, organize, and lead/co-lead client meetings, including renewal, open enrollment, strategic planning, etc.

Key facts

Other skills

  • Strategic Planning
  • Negotiation
  • Sales
  • Communication
  • Relationship Building
  • Problem Solving
  • Teamwork
  • Time Management

About the company

The Liberty Company Insurance Brokers, LLC logo

The Liberty Company Insurance Brokers, LLC

Insurance Brokerage & Agencies

The Liberty Company Insurance Brokers is an independently owned insurance broker handling the commercial, personal and employee benefits insurance needs of businesses, non-profits, and individuals for more than 35 years. The company was founded in 1987 by our Chairman and CEO, Bill Johnson, who currently leads the firm along with our President, Jerry Pickett. Licensed to operate in all 50 states, Liberty has grown consistently and, in recent years, exponentially by attracting talented and entrepreneurial people into an energetic and collaborative culture which focuses on our team’s happiness, well-being, and growth. Liberty has expanded nationally by partnering with agency owners and experienced producers who fit our culture, are driven by our mission of Promoting Peace of Mind with Great Care and demonstrate our core values of Integrity, Excellence, Caring, Kindness, Fairness, Teamwork, Good Feelings and Fun! Liberty has consistently been recognized as one of the most dynamic, fastest growing companies as well as one of the best places to work in the insurance industry, including being recognized as the #1 Fastest Growing Privately Held Insurance Broker in the U.S. over the past four year by the Hales Report. Liberty is not your typical insurance broker: We are a culture-first organization, and believe "If you put people first, good business will follow." We are very collaborative, creative, entrepreneurial, and wellness-focused. We believe that the true Wealth of our Organization is dependent upon the Holistic Health of each member. We can serve our clients most powerfully when we are at our best mentally, physically, and spiritually. To that end, our goal is to clear the path of political and administrative distractions so our team members can focus on their Highest And Best Use (HABU), which is what they love to do, what they do best, and therefore, is best for all of us.

Company details

IndustryInsurance Brokerage & Agencies
Company size501 - 1000

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Job description

The Liberty Company isn’t your traditional insurance organization—and we’re proud of that. Our culture-first approach has earned us multiple industry accolades, including being named a Top Insurance Employer for five consecutive years, repeated recognition on the Inc. 5000 fastest-growing companies list, and honors from Insurance Journal, Hale’s Report, and more — all testifying to the dynamic, people-centric environment we’ve built. Our award-winning culture is rooted in entrepreneurship, collaboration, and a genuine commitment to employee wellness. As we continue to grow, we’re looking for people who want to contribute, innovate, and thrive in an environment where positivity and purpose go hand in hand.

We believe in rewarding our people with a competitive total compensation package, including comprehensive benefits, generous paid time off and holiday pay, continued education support, and company-sponsored programs designed to promote wellness, stress management, and community involvement. Here, your career growth and your well-being aren’t just priorities — they’re part of who we are.

Join our team as a Large Group Employee Benefits Account Executive. If you’re ready to bring your energy and expertise to a company that values culture above all, let’s connect!

Position Summary: The Account Executive is responsible for the ongoing management of a benefits book of business. In this role, you will work closely with clients, carriers, vendors, Producers, and other internal support staff to deliver and manage each client’s group benefits package. This includes ongoing service, marketing, renewals, compliance, and strategic planning.

 

Essential Responsibilities:

  • Responsible for the oversight and management of assigned clients of various sizes, funding methods and plan designs with minimal input from Producers
  • Manage client renewals, marketing, and carrier negotiations
  • Foster deep client relationships to support client retention
  • Create presentations, organize, and lead/co-lead client meetings, including renewal, open enrollment, strategic planning, etc.
  • Work with Producers on prospective client initiatives and new client implementation
  • Identify cross-selling and upselling opportunities to drive revenue growth
  • Communicate effectively with Producers, clients, and other key stakeholders
  • Educate clients on compliance obligations and facilitate broker compliance tasks while indemnifying company risk
  • Stay informed on industry regulations and compliance requirements
  • Serve as industry expert to clients, taking personal responsibility for understanding all facets of Employee Benefits while proactively staying abreast of industry trends, compliance changes, state-specific requirements, etc.
  • Work closely with clients to ensure ERISA compliance responsibilities are met timely and with accuracy
  • Develop strategies to support client goals
  • Regularly communicate with clients to assess satisfaction, discuss program enhancements, and provide updates on industry trends
  • Leveraging internal and external resources, act as the technical expert for issue resolution, compliance questions and general support
  • Complies with agency management data standards and timing requirements
  • Acknowledge and respond to all client requests timely and professionally
  • Develop and maintain excellent carrier and vendor relationships
  • As assigned, work with Account Manager to delegate tasks, teach new concepts, and provide quality oversight
  • Performs other tasks on projects as needed/assigned to support the overall development and advancement of the Employee Benefits team

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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