Benefits Account Executive

Quantas Advisors LLC

  • Milwaukee, WI
  • $150,000-170,000 per year
  • Permanent
  • Full-time
  • 1 month ago
  • Apply easily
Who We AreQuantas is a leading provider of employee benefits, human resources, and payroll services-delivering what matters through authentic connections and relentless accountability. We serve mid-sized businesses with integrated solutions that optimize benefit strategies, streamline people operations, and drive measurable outcomes.What sets us apart is both why we exist and how we deliver. We are committed to being the most trusted partner in strengthening the bond between employers and employees-unlocking organizational performance through meaningful human connection. Our model delivers unmatched results through data-led strategy, cross-functional collaboration, and value-based partnerships.Whether it's lowering costs, enhancing compliance, or building workplaces where people know they matter, Quantas is built to deliver results that last.Our foundation is defined by our core values, which guide how we serve, behave, and interact every day: We STACK!
  • Servant's Heart
  • Trust
  • Accountability
  • Curiosity
  • Kaizen (continuous improvement)
Why Work at QuantasWe believe in a people first culture, which means you matter, you belong, and you can expect to be challenged and supported equally. Our commitment to you includes:
  • Full support and career development resources to expand your skills and maximize your potential
  • A diverse and inclusive culture of belonging-where your voice is heard and your ideas matter
  • A generous Total Rewards package, including:
  • Comprehensive health benefits
  • Employer-paid short- and long-term disability
  • 401(k)
  • Competitive compensation
  • Unlimited PTO
  • Flexible schedule with a hybrid work environment
Who We are Looking ForWe are seeking a driven and strategic Account Executive who thrives in a service-oriented, high accountability culture. You are naturally curious, open-minded, and energized by collaboration, always looking for ways to improve and grow. With a strong sense of ownership, you take initiative, embrace challenges, and proactively seek solutions. You lead with a servant's heart, supporting both clients and colleagues to achieve collective success. If you are passionate about building authentic connections, driving results, and continuously evolving, we'd love to connect with you!Position SummaryAs the Account Executive, you must have deep experience with self-funded employee benefit programs and exhibit passion about making meaningful positive change in the health care industry. You will be a key driver of client retention, satisfaction, and overall success. You will lead efforts to deeply understand client needs, deliver proactive solutions, and create an exceptional client experience that builds lasting loyalty. In this role, you will foster authentic client and partner connections, strengthen retention strategies, mentor the client service team, and contribute to the organization's growth and profitability. Your leadership will ensure we consistently deliver what matters most to our clients, helping them thrive, and positioning our company as their trusted partner.Essential Responsibilities and DutiesClient Relationship Management:
  • Build and nurture strategic relationships with clients, advisors, and strategic partners, acting as a trusted advisor and advocate.
  • Anticipate client needs, challenges, and market shifts, proactively presenting strategic recommendations to enhance their experience and drive retention.
  • Lead complex client discussions, including Open Enrollment meetings (virtual or in-person), stewardship meetings, and escalations.
  • Oversee the preparation and review of plan documents, service agreements, and compliance materials.
  • Partner with Sales to support prospecting activities, leveraging client service stories to drive new business opportunities.
  • Contribute to the strategy renewal discussion by providing recommendations for plan design and strategic solutions.
  • Engage in executive-level client meetings as needed to reinforce value, strengthen relationships, and support renewal and expansion opportunities.
Client Onboarding and Growth:
  • Lead the onboarding experience for new clients, collaborating with cross-functional teams and partners to ensure a seamless transition.
  • Develop and execute customized onboarding and communication strategies aligned to client needs and goals.
  • Mentor and support team members to uphold onboarding best practices and ensure client readiness for success within our service model.
Product and Market Expertise:
  • Maintain a deep understanding of self-funded healthcare models, service partner ecosystems, compliance requirements, and evolving industry trends.
  • Act as a knowledge resource and consultant for clients and internal teams, educating them on benefits programs, eligibility, claims, and point solutions that drive better outcomes.
  • Identify opportunities to expand product adoption and client engagement.
Client Advocacy and Satisfaction:
  • Serve as the senior point of contact for issue resolution, coordinating with internal teams and partners to deliver timely, effective solutions.
  • Lead regular client check-ins, stewardship meetings, and performance reviews, ensuring the highest level of client satisfaction and loyalty.
  • Gather, analyze, and present feedback and insights from clients to influence internal process improvements and service enhancements.
Data Analysis and Strategic Reporting:
  • Interpret and present complex financial, utilization, and trend reports to clients, offering strategic insights and actionable recommendations.
  • Deliver quarterly and annual client reviews that proactively highlight successes, risks, and opportunities for continuous improvement.
  • Collaborate with leadership to refine client service KPIs and influence reporting frameworks.
Internal Leadership and Collaboration
  • Partner with internal teams to drive a seamless client experience.
  • Mentor and guide Client Service team to develop their skills and support team-wide performance goals.
  • Actively contribute to the development of client service tools, templates, and playbooks.
Documentation and Operational Excellence
  • Oversee accurate documentation of client interactions, issues, and project milestones in project management tools, i.e., Monday.com.
  • Ensure meeting agendas, notes, and follow-ups are finalized, shared, and actioned in a timely manner.
Required Skills/Abilities
  • Proven ability to build and sustain authentic relationships across all organizational levels, including leadership team, clients and partners.
  • Exceptional communication skills, with expertise in simplifying complex topics and facilitating strategic discussions with key stakeholders.
  • Strong critical thinking, problem-solving, and risk assessment skills, with a solutions-oriented and proactive mindset.
  • Demonstrated ability to influence without formal authority and lead cross-functional initiatives to successful outcomes.
  • High level of organization, attention to detail, and ability to manage multiple priorities in a fast-paced environment.
  • Superior analytical skills, with the ability to translate data into insights and strategic recommendations.
  • Independent judgment, decision-making skills, and ability to perform effectively in ambiguous situations.
  • Client-obsessed mindset with a commitment to continuous improvement, conflict resolution, and exceptional service delivery.
  • Experience mentoring or coaching team members to drive performance and elevate the client experience.
  • Background in self-funded healthcare and benefits administration solutions.
  • Proficiency with client service and project management tools.
  • Understanding of healthcare compliance regulations, e. ERISA, ACA and their impact on client programs.
  • Experience identifying upsell, cross-sell, or renewal opportunities through strategic client management.
Education/Experience
  • Bachelor's degree in business, Healthcare Administration, Communications, or related field preferred; equivalent work experience will be considered.
  • 5+ years of experience in client service, account management, or client-facing roles, with a proven track record of managing and growing strategic client relationships.
  • 4+ years of healthcare industry experience, ideally within self-funded healthcare, benefits administration, or insurance solutions.
  • Strong knowledge of self-funding concepts and healthcare compliance regulations strongly preferred.
  • Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); comfortable building and presenting reports, analyses, and executive-level presentations.
  • Experience working with benefits administration platforms and data analytics tools; proficiency in CRM or client management systems is a plus.
  • Bilingual in Spanish is a plus.
  • Experience leading client service initiatives, mentoring peers, or managing small teams is highly preferred.
Work Environment:
  • This position may be hybrid or remote.
  • Travel within the US up to 10% of the time.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.EEO Statement: Quantas provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Quantas Advisors LLC