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Account Executive - Employee Benefits

Phoenix, AZ, US

Req ID: 50334 

Areas of Interest: Wealth Management; Wealth Management Operations 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

The Account Executive will provide solutions to health & welfare plan management and administrative servicing needs of client and their employees within assigned internal team.Manages book of business in the range of $450,000 to $800,000 independently and supports senior team (Producers and Senior Account Executives) on technical accounts in the range of $800,000 to $1,000,000 with group size of up to 500 lives.


Duties & Responsibilities:

Client Service & Renewal Support (50% of time)

  • Acts as the primary contact between clients and insurance carriers, and applies knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients.
    • Serves as client service lead to provide industry leading service to designated clients.
    • Works in close collaboration with Advisor/Producer and other team members on plan strategy, financial arrangements, plan benefit design, contributions, health & welfare mandates, predictive modeling, network disruption, benefit disruption, administrative impacts, pharmacy and/or service performance guarantees and customized contractual transitions as required.
    • Benchmark survey data for client and accurately evaluates client program in relation to local and national marketplace.
  • Independently manages and retains a designated small book of business, including renewals, RFP and marketing process, decisions and implementations and carrier contract reviews and amendments. Includes daily support to clients and employee benefits team.
  • Identifies potential drill down opportunities.
  • Manages ongoing client service relationships including client education, guidance and resolution of service issues.
  • Works in tandem with advisory team to gather data from clients and carriers to develop cost effective and client appropriate health & welfare solution for prospective and existing clients.
  • Maintains a strong relationship with carrier representatives and remains abreast of market developments and product offerings.
  • Manages RFP process until final carrier and plan decisions are made.
  • Collects and manages new client data, including required plan information, invoices, current contracts and other information necessary for marketing process.

Open Enrollment Support (35% of time)

  • Manages open enrollment implementations and open enrollment meetings in conjunction with your team lead.
  • Develops employee benefit communication pieces.
  • Maintains client management database entry with high degree of accuracy.


Other Duties (15% of time)

  • Builds and manages HR and employee self-service portals.
  • Coordinates the seamless new case or transfer of client coverage, including completion of necessary applications, paperwork, and enrollment materials.
  • Audits and submission of enrollment materials, guaranteeing accuracy, timely submission and verification of initial invoicing and rates.
  • Downloads monthly utilization reports.
  • Develops and maintains excellent carrier relationships and remain informed regarding industry information and new product information.
  • Maintains open and clear communication channels with clients, producers and internal team.
  • Lead and participate in special projects as needed

Job Qualifications:

 Knowledge, Skill and Ability:

 ¨      Strong working knowledge of Windows, Outlook, Word and Excel and Power Point.

  • Strong working knowledge of self-funded health & welfare plans.
  • Excellent verbal and written communication skills.
  • Excellent public speaking and group presentation skills. 
  • Able to collaborate with team, share responsibility and delegate with trust. 
  • Personal accountability and ownership for decisions and errors.
  • Strong financial and analytic ability with high affinity to detail.
  • Strong organizational skills, proactive and responsive to client needs.
  • Ability to maintain a high level of confidentiality.
  • Ability to create a positive atmosphere by demonstrating enthusiasm and a spirit of teamwork.
  • Consistently on time for work and all scheduled meetings.
  • Proficient in the area of Health and Welfare plans, compliance and carrier markets and competition.
  • Ability to organize, prioritize work and handle multiple tasks simultaneously in a fast paced, diverse and growth-oriented environment.
  • Ability to create a positive atmosphere by demonstrating enthusiasm and a spirit of teamwork.


Education or Formal Training:           

 ¨      Bachelor degree in business related field preferred

  • Arizona Life and Health License required
  • Insurance designation preferred



  • Minimum five years in the employee benefits industry
  • Minimum 2 years RFP management experience preferred
  • Minimum three years in senior client management
  • Experience with Agency Management System preferred
  • Experience leading/presenting open enrollment meetings

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact with any questions. 


Investing in our talent and building a great workplace is a top priority at BOK Financial.

  • Empowered employees
  • Award-winning culture
  • Community commitment


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.


  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017

Nearest Major Market: Phoenix

Job Segment: HR, Database, Bank, Banking, Compensation, Human Resources, Technology, Finance

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