A dynamic and client-focused employee benefits brokerage is seeking a detail-oriented and proactive Account Executive to join its close-knit team in Lafayette, CO. This role is ideal for someone with a strong background in health insurance who thrives in a fast-paced, collaborative environment. The Account Executive will play a key role in client support, data management, benefits administration, and process improvement across various platforms and carriers. The right candidate will be a friendly, organized professional with a strong understanding of group benefits and a knack for managing multiple tasks with precision and poise.

Salary Range: $60,000 – $80,000 / year DOE

Account Executive Responsibilities:

• Assist clients with login, billing, and eligibility concerns
• Respond to support emails and phone inquiries in a timely, professional manner
• Help manage open enrollment tasks via platforms like Ease and Employee Navigator
• Enter, manage, and validate employee eligibility in client databases and carrier systems
• Prepare benefit documents and compliance materials
• Assist with invoice reconciliation and track enrollment progress
• Schedule and coordinate meetings via Zoom or Microsoft Teams
• Maintain and organize client records and resource folders
• Review and format client communications, including graphic insertion
• Ensure accuracy and completeness in benefit setups and reporting
• Assist with ACA, COBRA, FSA, HSA, and other compliance-related duties
• Identify and recommend areas for process improvement

Account Executive Requirements:

• 2–3 years of experience in the health insurance industry
• High school diploma required; some college preferred
• Strong understanding of health insurance terminology
• Familiarity with Colorado-based carriers
• Intermediate proficiency in Excel, Word, PowerPoint, and Outlook
• Experience with Zoom or Microsoft Teams
• Experience with benefits platforms like Ease or Employee Navigator is a plus
• Exceptional attention to detail and communication skills
• Ability to multitask and manage shifting priorities in a small-team setting

Benefits:

• Comprehensive medical, dental, and vision insurance
• Generous PTO
• Flexible schedule
• Opportunity to grow with a small, mission-driven firm
• Fun, dog-friendly office and collaborative work environment

Apply now to become part of a collaborative team where your voice matters and your contributions help shape the future of benefits consulting!

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