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Posted August 23, 2026

Benefits Account Executive NYC

Criterion Executive Search
New York, NY, US Full Time

Job Description

Job Description
A specialized Employee Benefits consulting firm is seeking a senior-level Regional Vice President Employee Benefits to take ownership of an established book of business and become the senior client-facing leader for the NYC Metro market. The organization has been in operation for 30+ years, primarily serving union and public sector clients across the NYC region with a loyal client base.

About the Role
Responsible for full P&L and oversees an existing operation and book of business generating approximately $2M in revenue. Will be the primary point of contact, maintain and build relationships while identifying opportunities for growth. The right candidate is a trusted benefits advisor / leader who understands self-funded health plan consulting in the public sector space. This role is remote, with regular client visits and meetings required throughout the NY Metro area.

KEY RESPONSIBILITIES
  • Serve as the primary Regional VP for an established book of union and public sector clients
  • Grow book by expanding pipeline in the public sector, unions etc.
  • Manage and lead Benefits Account Managers and Benefits Analysts
  • Partner with clients to develop and maintain benefit packages aligned with client goals, while serving as the Senior Advisor on ACA reporting, ERISA, HIPPA, and compliance
  • Serve as a credible advocate for the firm's data-driven consulting approach in client meetings and renewals
  • Build pipeline and identify cross-selling opportunities within the existing book in the municipality space
  • Communicate plan performance, claims trends, and strategies to key stakeholders
QUALIFICATIONS
  • 10+ years of experience in employee benefits, TPA administration, or benefits consulting
  • 5+ years in leadership/sales
  • Deep familiarity with self-funded / level funded health plan structures, including claims auditing, utilization management, and cost trend analysis
  • Experience working with union clients, Taft-Hartley funds, and/or public sector plan sponsors
  • Established relationships within the tri-state area
  • Comfortable operating independently as the lead client-facing professional
  • Strong communicator with the ability to present to trustees, HR leadership, and CFOs
  • Active NY insurance license preferred or ability to obtain

COMPENSATION
  • Base salary: commensurate with experience
  • Performance-based bonus opportunity
  • Benefits package included

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