Account Executive

Account Executive

Why This Role Matters

How You'll Make an Impact

• Build and maintain strong relationships with clients by delivering exceptional service and acting as a trusted benefits consultant.
• Lead client renewal, strategy, and planning meetings that align benefit programs with long-term business goals.
• Develop tailored solutions that help clients navigate industry changes, compliance requirements, and emerging market trends.
• Partner with carriers to evaluate options, negotiate solutions, and secure the best possible outcomes for clients.
• Collaborate closely with Account Managers and internal teams to ensure a seamless client experience and operational excellence.
• Facilitate employee education sessions and open enrollment meetings that empower employees to make informed benefits decisions.
• Maintain accurate client information within CRM systems and proactively identify opportunities to enhance client engagement.
• Travel to client locations to strengthen relationships and provide hands-on support when needed.

Who You Are

• A relationship-focused professional who enjoys building trust and serving as a dependable resource for clients.
• A strategic thinker who can assess challenges, identify opportunities, and develop practical solutions.
• Highly organized and detail-oriented, with the ability to manage multiple priorities and deadlines effectively.
• An effective communicator who can explain complex benefits information clearly and confidently.
• Curious and proactive about staying informed on industry trends, regulatory updates, and best practices.
• Collaborative by nature and energized by working with teammates, carriers, and clients to achieve shared goals.
• Committed to professionalism, integrity, and maintaining confidentiality when handling sensitive information.

What You Bring

Day One:

• 3+ years of experience in sales, business development, or account management.
• Associate degree in Business Administration or a related field.
• Active Nebraska Life and Health Insurance License.
• Strong understanding of employee benefits programs, benefit plan structures, and compliance considerations.
• Experience building and maintaining client relationships while delivering customized solutions.
• Proficiency with CRM systems, Microsoft Office applications, and client management technology.
• Strong communication, project management, and problem-solving skills.

Valuable Additions:

• Experience within the employee benefits industry.
• Bachelor's degree in Business Administration or a related field.
• Experience facilitating client presentations, employee meetings, and open enrollment sessions.
• Demonstrated success implementing process improvements and enhancing client service experiences.
• Knowledge of emerging employee benefits trends, carrier solutions, and marketplace developments.

Real Benefits for Real Life

• 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

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

 

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.

About The Olson Group

The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years. The Olson Group is a proud partner agency of Patriot Growth Insurance Services, LLC.