Account Executive, Employee Benefits

🕒 May 21

🌶️ New Mexico – Remote

🌶️ New Mexico – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 69%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 174 days.
• Jobs at this company usually fill in 44 days.
• Reposted once.
• No salary listed.

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Unison Risk Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2020

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

Unison Risk Advisors is a high-growth platform of independent, employee-owned firms that delivers risk management and insurance brokerage solutions to corporate and institutional clients worldwide. The company provides insurance brokerage, risk consulting, employee benefits expertise, and shared services while enabling partner firms to retain local presence, culture, and ownership. With dozens of offices, over a thousand employees, and multiple acquisitions, Unison focuses on serving businesses with tailored insurance, loss prevention, and risk-transfer strategies.

📋 Description

• Provide efficient, professional, and courteous service to Small Group Employee Benefits clients • Plan and execute appropriate service plans for each client with the team • Coordinate with service and sales teams to create meaningful client experiences • Provide Gibson client experience to existing accounts and potential clients • Manage internal renewal processes and timelines for the book of business • Lead implementation of new lines of coverage and carrier changes • Maintain accounts through designing, underwriting, pricing, marketing, and selecting insurance programs • Communicate with carriers and negotiate client needs • Conduct group education and enrollment meetings at client sites or via webinar • Communicate due dates, timelines, and expectations to consultants, client executives, clients, and partners • Identify problems and develop strategic solutions • Assist with financial analysis, benefits forecasting, plan benefit decisions, and annual RFP processes • Provide clients with required compliance information • Attend onsite and offsite client meetings as necessary • Act as backup to team personnel when necessary • Maintain confidential information • Perform other duties and special projects as assigned

🎯 Requirements

• 3+ years of experience in a similar role within the insurance, risk management, or financial services industry • Life and Health license (or ability to obtain the license within 3 months of employment) • Prior experience in a client service environment or formal education within the insurance, risk management, or financial services industry • High attention to detail • Exceptional prioritization skills with the ability to meet multiple deadlines • Excellent organizational and time management skills • Ability to collect and organize data from various sources • Superb written and verbal communication skills • Proficiency in Microsoft Office, including Outlook, Excel, Word, PowerPoint, and Calendar management • Strong analytical and reasoning skills • Ability to proactively and independently manage deadlines • Legally authorized to work in the country where the job is located without sponsorship

🏖️ Benefits

• Comprehensive benefit offering available to choose from • Majority employee-owned organization • Access to tools and resources for education and professional development

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