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Virtus · 1 day ago

Account Executive, Benefits

Overland Park, KS

Full-time

Onsite

Senior Level

5+ years exp

Virtus Insurance is a modern brokerage recognized for its client-centric approach and excellence in the insurance industry. They are seeking an experienced Account Executive, Benefits to manage a defined book of mid-market and upper-middle-market Benefits clients, ensuring high-quality service delivery and compliance while collaborating with internal teams to improve client outcomes.

Auto InsuranceCommercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceProperty Insurance

Growth Opportunities

Responsibilities

Serve as the primary day-to-day contact for a defined book of Employee Benefits clients

Lead client communication on renewals, service deliverables, compliance requirements, and ongoing support items

Maintain deep understanding of each client’s workforce, culture, challenges, and benefits strategy

Conduct renewal meetings, mid year reviews, and strategic planning sessions with HR and Finance stakeholders

Deliver a consistent, high quality client experience that aligns with Virtus’ standards of excellence

Resolve complex service issues, carrier challenges, claims escalations, and administrative problems

Develop and execute annual benefits strategies for clients, including plan design optimization and cost containment recommendations

Analyze renewal underwriting, carrier pricing, and plan performance

Manage carrier marketing efforts: RFPs, analysis of proposals, network comparisons, and disruption analyses

Provide guidance on: Fully insured vs. self-funded structures, Stop loss market strategy and contract provisions, Pharmacy benefit management strategy, Ancillary and voluntary benefit plan options, Funding arrangements and contribution modeling

Ensure plan structures align with each client’s goals and cost management priorities

Translate complex benefits concepts into clear, actionable recommendations

Ensure clients remain compliant with all applicable regulations including ACA, ERISA, COBRA, HIPAA, and state-specific mandates

Prepare or support required documentation: SBCs, annual notices, 5500 preparation coordination, eligibility/ERISA items

Maintain accurate, complete, and timely documentation within CRM and agency management systems

Support open enrollment execution, including OE project plans, communications, and presentations

Partner with internal teams to ensure timely delivery of all service calendar items

Own the full renewal process: data collection, analysis, modeling, market strategy, and client delivery

Review carrier underwriting, trends, utilization, and cost drivers to build compelling negotiation strategies

Present clients with financial modeling and funding alternatives

Ensure renewal deliverables meet Virtus’ quality, accuracy, and documentation standards

Support growth and retention goals within assigned accounts

Work closely with Producers on new business opportunities, finalist presentations, and strategic planning

Support onboarding new clients through implementation, carrier transitions, and administrative setup

Collaborate with analysts, account managers, and managers to drive process improvements and strengthen overall team performance

Participate in internal meetings to share insights, identify risks, and enhance operational excellence

Qualification

Employee Benefits account managementTechnical understanding of benefitsBenefits systems proficiencyNegotiation skillsFinancial modeling skillsRelationship-building skillsAnalytical abilityProcess efficiency improvementClient experience deliveryCommunication skillsPresentation skillsCollaboration skills