Account Executive, Benefits

Description

Location: Cambridge, MA

Job Type: Full-time

Compensation: Salary + Commission

About the Company

For nearly 40 years, CIP Group has been a dynamic force in Employee Benefits, Retirement, HR Consulting, and Payroll Services, committed to excellence and innovation. While we are a Boston-based, independent benefit brokerage located in Cambridge, MA, we are proud to be a national firm, serving clients across the country. Our diverse team simplifies work life for clients by offering expert services tailored to each client’s strategic vision.

We are positioned for continued growth as a trusted, forward-thinking partner in benefits, HR, retirement, and payroll services. Our future is rooted in deep client relationships, adaptive solutions, and a passion for solving real business challenges.

As we look ahead, we will continue to evolve with the needs of the modern workforce, introducing tools and strategies that help organizations operate more efficiently and support their people more meaningfully. We are not just keeping pace; we are helping shape what comes next.

Position Summary

The Benefits Account Executive manages, retains, and grows an assigned portfolio of employee benefits clients. This role serves as the primary client relationship manager and strategic advisor, leading renewals, supporting open enrollment, coordinating client service, and identifying opportunities to expand client relationships.

Key Responsibilities

• Serve as the primary relationship manager and benefits advisor for assigned clients.
• Build strong relationships with client executives, HR professionals, and key decision-makers.
• Lead annual benefits renewals, including plan analysis, carrier negotiations, recommendations, presentations, and implementation.
• Coordinate open enrollment activities and conduct client and employee benefits presentations.
• Provide ongoing strategic guidance regarding plan performance, costs, market trends, and compliance considerations.
• Partner with internal teams and carriers to resolve service issues and ensure a positive client experience.
• Proactively identify retention risks and opportunities to improve client relationships.
• Identify cross-selling opportunities across CIP's benefits, retirement, HR consulting, payroll, and other services.
• Meet established retention and revenue goals, including a target of at least two additional lines of coverage per month.
• Maintain accurate client records, documentation, and renewal information and meet established deadlines.

Requirements

Qualifications

• Bachelor's degree or equivalent professional experience.
• Employee benefits, insurance brokerage, account management, or benefits consulting experience preferred.
• Active Life, Accident & Health insurance license or ability to obtain one within the required timeframe.
• Knowledge of group medical, dental, vision, life, disability, and related benefits products.
• Experience with renewals, carrier negotiations, client presentations, and relationship management.
• Strong communication, organization, and client-service skills.
• Proficiency with Microsoft Office and client management systems.
• Ability to attend client meetings and travel locally as needed.

Success in This Role

Performance will be measured by client retention and satisfaction, successful renewal management, revenue growth and cross-selling, strategic client engagement, accurate and timely account management, and effective teamwork.