Gregory & Appel · 1 month ago
Account Executive, Employee Benefits
Indianapolis, IN
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expGregory & Appel is seeking a highly motivated and client-focused Employee Benefits Account Executive to join their Indianapolis office. The role involves serving as the primary point of contact for clients, leading renewal strategies, and ensuring client satisfaction through proactive communication and compliance expertise.
B2BFinancial ServicesHuman Resources
Responsibilities
Act as the strategic advisor and relationship owner for a defined book of business
Lead and execute renewal strategy, presenting cost containment and benefit design recommendations to clients
Deliver proactive, year-round client communication to ensure satisfaction, compliance, and program alignment
Conduct client stewardship meetings, open enrollment meetings, and strategy sessions
Serve as the internal team lead—delegate tasks, monitor progress, and ensure all client deliverables are executed accurately and on time
Provide coaching and oversight to Account Managers and other support staff
Coordinate with Producers to maintain strong communication and client strategy alignment post-sale
Negotiate plan designs and rates with carriers and vendors on behalf of clients
Manage and maintain strong relationships with carrier representatives
Review carrier agreements, contracts, and plan documents for accuracy and compliance
Stay current on applicable laws (ACA, ERISA, COBRA, HIPAA, etc.) and advise clients accordingly
Ensure client benefits programs are compliant and support clients through audits or legal inquiries
Use benchmarking and financial reporting to inform strategic decisions
Identify cross-sell and upsell opportunities within existing accounts
Support Producers in finalist presentations and prospect meetings, as needed
Champion innovation, operational improvements, and strategic initiatives to continuously elevate the client experience
Qualification
Required
8+ years of experience in employee benefits account management or consulting, including large group and self-funded experience
Active Life and Health Insurance License
Strong executive presence with excellent verbal and written communication skills
Demonstrated ability to lead complex client relationships and internal teams
Deep knowledge of benefits products (medical, dental, vision, life, disability, voluntary), funding arrangements, and compliance requirements
Ability to juggle multiple priorities with precision, professionalism, and poise
Proficient in Microsoft Office Suite and agency management systems (e.g., Benelinx, Zywave, etc.)
Preferred
Bachelor's degree in Business, HR, or related field
Professional designation(s) preferred (CEBS, GBA, RHU, REBC, etc.)
Company
Gregory & Appel
Gregory & Appel is an independent risk management advisor helping people and businesses navigate the complexities of insurance and employee benefits.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Appel
President and Chief Executive Officer
Recent News
2024-10-24
Company data provided by crunchbase