Senior Account Executive

3 days ago


Reston, Virginia, United States Helios HR Full time
Job Title: Senior Account Executive - Employee Benefits

Helios HR is seeking a highly skilled Senior Account Executive to join our team. As a Senior Account Executive, you will be responsible for managing client relationships, providing strategic consulting services, and assisting with business development for self-funded opportunities.

Key Responsibilities:

  • Develop and implement strategic plans to meet client needs and goals.
  • Provide expert consulting services on health and welfare plans, including monthly, quarterly, and annual reporting.
  • Assist with business development for self-funded opportunities and contribute to the expansion of existing accounts.
  • Serve as the main point of contact for clients, handling all service, billing, and eligibility issues with carriers.
  • Conduct quarterly analysis for large existing clients and provide consultative reports.
  • Review and maintain carrier contracts, policies, and performance standards.
  • Coordinate client onboarding and implementation of new business lines.
  • Support contract review, compliance initiatives, and HR procedures.
  • Collaborate with team members to provide education, wellness support, and proactive customer service.
  • Manage client files, databases, and renewal timelines while ensuring effective delegation to senior team members.
  • Organize and document marketing spreadsheet terms and ensure accuracy.
  • Provide vendor liaison support, resolving client issues with external vendors.

Qualifications:

  • Minimum of 5 years of experience in employee benefits consulting or a related field.
  • Bachelor's degree in Business or a related field.
  • Strong knowledge of health and welfare plans, including self-funded arrangements.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple tasks and priorities in a fast-paced environment.
  • Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and as part of a team.


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