Complete a nine-month sales training program covering employee benefits, product knowledge, and professional selling. Support account executives by meeting with brokers and customers, making cold calls, conducting enrollment meetings and benefit fairs, providing post-sale service, and assisting with territory management. Build communication, presentation, negotiation, analytical, organizational, and relationship-building skills while learning to use approved AI tools. Successful completion prepares the trainee to pursue an account executive role.

Manage a group benefits book of business ranging from 2 to 5,000 lives, serving as the primary broker contact and coordinating service delivery. Resolve escalations, support renewals, improve account performance, and identify cross-sell and growth opportunities. Lead client and broker meetings, provide consultative guidance on benefit plans, monitor service performance, and deliver data-driven engagement and education initiatives.

Manages strategic partnerships with benefits technology firms to drive sales growth, market expansion, partner enablement, data integration, and go-to-market initiatives. Owns partner relationships, develops joint business plans, coordinates cross-functional teams, manages pipeline development, and tracks performance metrics. Requires experience in group benefits or insurance distribution, benefits administration platforms, relationship management, and strategic stakeholder influence.