Account Executive


Responsibilities & Focus:

The Account Executive will collaborate and lead daily oversight of National and jumbo size employee benefit accounts. Working with the Principal and management to service the benefits consulting needs of our clients. The role will involve direct daily client interaction, frequently at the C-suite level, to include assisting clients in designing and defining their benefit program needs focusing on plan design, funding, administration and compliance for all Health and Welfare Benefit programs.

The Account Executive will assume a leadership role over select client relationships providing hands on project management for complex assignments, collaborates closely with the internal team to oversee servicing of key client relationships. The Account Executive will assume accountability for multi-disciplinary projects to include planning/budgeting, quality assuring the delivery of work products and be able to lead all client facing activities.

The role also requires a highly skilled understanding of health and welfare underwriting, analytics and modeling. Projects and or responsibilities may include but are not limited to:

  • Plan design and competitive benchmarking
  • Network evaluations
  • Vendor management
  • Development of bid specifications
  • Analysis of proposals
  • Client presentations
  • Budget projections
  • Understand client’s culture and financial climate

The ideal candidate will have a minimum of ten years of corporate market-related consulting services experience in large or jumbo size employee benefits area (medical, dental and ancillary coverages), possess strong knowledge of group health and or managed care plans and be able to step immediately into a role that requires direct C-suite level client interface. The candidate must possess strong analytical skills and financial acumen, and demonstrate a working understanding of underwriting concepts. The individual will have demonstrated project management skills and ability to participate in business development activities. Also required are effective interpersonal and communication skills with ability to work with a diverse audience of clients and colleagues.


  • Highly motivated, confident, energetic, and positive attitude
  • Strong communication and presentation skills, along with keen listening ability
  • Effective critical thinking and problem-solving skills
  • Exceptional work ethic, willing and eager to succeed – a proven self-starter
  • A high degree of honesty and integrity
  • Exceptional customer service standards and delivery
  • Ability to thrive in a fast-paced environment
  • Ability to prioritize projects and to handle multiple demands simultaneously
  • Multilingual language skills highly desired
  • Proficient in Microsoft Office


Bachelors’ Degree in Business, Finance or Insurance related degree program
Active Connecticut Life and Health License

Apply Online

CBP Careers Application Form

  • Drop files here or
    Accepted file types: doc, pdf, docx.
    Maximum allowed file size per file is 5MB. Only PDF and Word doc files are allowed.

Upcoming Events

HIPAA Privacy & Security Overview

12:00 PM, Feb 14, 2018 - 1:00 PM, Feb 14, 2018
Join Stacy H. Barrow, Esq. for an overview of HIPAA's Privacy and Security Rules. During this webinar, Stacy will review the different types of entities subject to HIPAA, take an in-depth look at... Find out more »

Todd Owen Models

12:00 PM, Feb 28, 2018 - 1:00 PM, Feb 28, 2018
Learn more on how benefit advisors can effectively and credibly model the expected impact on projected health benefit claim costs resulting from changes to a group’s benefit plan design. John and... Find out more »

Provider Sponsored Health Plans

12:00 PM, Mar 14, 2018 - 1:00 PM, Mar 14, 2018
During this educational webinar David Konrad offers BAN members and their clients an overview of how mid-market employers can direct contract with local provider systems, with an emphasis on how a... Find out more »
Recording and Resource Archive

Overview of the ACA Reporting Requirements

12:00 PM, Jan 10, 2018 - 1:00 PM, Jan 10, 2018
Join Stacy H. Barrow, Esq. for a special webinar on ACA Reporting Requirements (Forms 1094-B, 1095-B, 1094-C, and 1095-C). During this webinar Stacy will take a deeper dive into reporting forms,... Find out more »
More Events