Senior Account Executive at Patriot Growth Insurance Services, LLC in Omaha, NE

Job description

• As a Senior Account Executive with The Olson Group, you will play a key role in helping employer clients navigate complex employee benefits strategies while driving long-term retention and growth. This is an opportunity to manage a meaningful book of business, build trusted client relationships, and deliver strategic guidance that helps organizations control costs, enhance benefit offerings, and support their employees.
• In this role, you will partner closely with clients, carriers, and internal teams to develop and execute customized Benefit Edge Strategic Plans. You'll serve as a trusted advisor to predominantly self-funded groups, helping them make informed decisions through plan analysis, renewal strategy, financial reporting, and ongoing consultation.

Responsibilities

• Manage a portfolio of in-force employee benefits clients, primarily self-funded groups, to drive satisfaction, retention, and long-term partnership.
• Develop and execute customized Benefit Edge Strategic Plans that support client goals and improve year-over-year retention.
• Analyze plan performance, funding arrangements, and financial results to identify opportunities for cost containment and benefit optimization.
• Negotiate renewals and terms with carriers to secure competitive solutions and favorable outcomes for clients.
• Lead renewal presentations, open enrollment meetings, and client strategy discussions with clarity and confidence.
• Identify cross-selling opportunities and support business development efforts that contribute to agency growth.
• Deliver quarterly financial reports and client reviews that provide actionable insights and recommendations.
• Stay informed on market trends, compliance developments, and industry best practices, sharing relevant updates with clients and colleagues.

Requirements

• Relationship-driven and energized by building trust with clients, carriers, and internal partners.
• A proactive communicator who responds promptly and professionally to questions, concerns, and changing client needs.
• Comfortable navigating complex benefit programs and translating technical information into practical recommendations.
• Organized and detail-oriented, with the ability to manage multiple priorities and deadlines simultaneously.
• Analytical and solution-focused when evaluating plan performance, funding strategies, and renewal options.
• Collaborative by nature and effective in cross-functional environments.
• Committed to continuous learning and staying current with industry regulations, trends, and emerging solutions.
• Dedicated to maintaining high ethical standards and protecting confidential client and employee information.
• 3+ years of experience in account management, customer support, or a related client-facing role within the employee benefits insurance industry.
• Associate degree in Business Administration or a related field.
• Active Nebraska Life and Health Insurance License.
• Working knowledge of employee benefits programs, including medical, ancillary, and self-funded plans.
• Strong written and verbal communication skills.
• Experience using CRM systems, Microsoft Office applications, and other client management tools.
• Ability to analyze data, manage projects, and provide strategic recommendations to clients.
• Bachelor's degree in Business Administration or a related field.
• Experience working extensively with self-funded employer groups.
• Advanced knowledge of benefit compliance requirements and regulatory updates.
• Demonstrated success identifying cross-selling opportunities and supporting business growth initiatives.
• Industry certifications or ongoing professional development related to employee benefits or insurance consulting.

Skills

Required

• Account management
• Customer support
• Client-facing communication
• CRM systems
• Microsoft Office applications
• Data analysis
• Project management
• Strategic recommendations

Preferred

• Advanced knowledge of benefit compliance
• Cross-selling
• Business growth initiatives
• Industry certifications

Benefits

• At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.
• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support
• *Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.
• Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.
• $100,000 - $140,000 USD