Account Executive - Employee Benefits

Essential Job Functions: Own the client relationship throughout the full lifecycle, from onboarding and ongoing stewardship through renewal Proactively identify and resolve coverage, service, and relationship risk Build trusted, executive-level relationships and lead conversations around coverage, risk strategy, and long-term planning Align internal teams to deliver exceptional client outcomes and support long-term retention Analyze client risk profiles, claims data, and market insights to develop coverage strategies that optimize the total cost of risk Incorporate insurance, alternative financing, and Risk/Workforce Solutions into tailored client strategies Lead discovery meetings, RFP responses, and enterprise risk presentations Translate complex insights into clear recommendations and board-level narratives that support executive decision-making Lead and develop the service team to support Get, Keep, Grow client engagement Collaborate with Producers, Account Managers, Brokers, Safety, Claims, and Risk/Workforce Solutions teams Oversee core servicing, account submissions, carrier marketing, and policy reviews to support accurate and compliant client deliverables Identify and advance cross-selling, account-rounding, and growth opportunities in partnership with Producers and internal teams Participate in prospect discovery, business development, and growth-team meetings Build carrier relationships and support continued value creation for clients and prospects Stay current on industry trends, emerging risks, regulatory changes, and market developments Demonstrate strong executive and board-level presence in high-stakes environments Participate in sales training, leadership development, and other learning opportunities while championing team best practices Travel as needed to support clients, prospects, carrier relationships, and industry events, up to 45% for Account Executives

Credentials: A minimum of five years work experience in the self-funded health insurance industry is required Life, Health & Accident license required Experience maintaining fiduciary responsibility for company, client, and/or producer preferred Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions A college degree or equivalent work experience is required; a degree in Finance, Business, or a related field is preferred

Skills: Strong verbal and written communication skills Ability to analyze and interpret insurance data Knowledge of insurance and medical terminology Strong analytical and problem-solving skills Extremely accurate and detail-oriented Strong organizational and time management skills Why TrueNorth? We are a company focused on developing our people and growing the business. We offer a competitive benefit package, wellbeing programs and incentives, and a positive work culture. TrueNorth is honored to be recognized by the Corridor Business Journal as one of the Coolest Places to Work!