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Job Description

The Account Executive/Manager is responsible for managing client relationships and coordinating assigned projects to ensure exceptional client service and operational excellence. Working closely with leadership, legal counsel, consultants, trustees, vendors, and other stakeholders, this role oversees the timely and accurate execution of administrative services and client deliverables.

The ideal candidate is a strong communicator and relationship-builder with excellent organizational, analytical, and leadership skills. This position also serves as an operational manager for assigned departments, supporting staff development, workflow coordination, and key performance initiatives.

Hours

Full-time, Monday- Friday; 8:00 am - 5:00 pm

Location

Honolulu, Oahu

Pay

$80,000 a year

Responsibilities

• Build and maintain strong, long-term relationships with clients, consultants, trustees, legal counsel, and plan participants.
• Respond to client inquiries regarding benefits, claims, and administrative matters in a timely and professional manner.
• Attend client meetings, educational conferences, benefit fairs, and new hire orientations as needed.
• Prepare meeting agendas, reports, and finalize meeting minutes.
• Assist with marketing and renewal business activities, including proposal preparation and communication materials.
• Coordinate and manage assigned client projects to ensure timely and accurate completion.
• Review contracts, amendments, and coverage documents for accuracy and compliance.
• Analyze financial statements, reports, and operational data relevant to assigned accounts and projects.
• Ensure compliance with client-specific procedures, policies, and applicable regulations.
• Interpret and apply plan documents, policies, and summary plan descriptions.
• Supervise assigned department staff and support employee development, training, and performance management.
• Assist with department workload coordination and operational support functions as needed.
• Foster collaboration and teamwork across departments to ensure efficient operations and service delivery.
• Participate in key performance and process improvement initiatives.
• Prepare employee, client, and vendor communications and presentations.
• Research and respond effectively to inquiries and complex issues.
• Maintain organized documentation, records, and project files.
• Support additional administrative and operational duties as assigned.

Qualifications

• Bachelor’s degree in Accounting, Finance, Human Resources, Business Administration, or a related field; equivalent experience may be considered.
• Minimum of 5 years of related professional experience in account management, administration, operations, or client services.
• Strong verbal and written communication skills with the ability to present information clearly and professionally to diverse audiences.
• Excellent organizational, planning, project management, and multitasking abilities.
• Strong analytical, problem-solving, and decision-making skills.
• Proven supervisory and team leadership experience.
• Ability to manage multiple priorities while maintaining attention to detail and accuracy.
• Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Experience interpreting contracts, policies, or legal documents preferred.
• Knowledge of benefits administration, claims processing, payroll audit, or related operations is a plus.
• Experience working with employee benefit plans or regulated administrative environments is preferred.
• Valid driver’s license and reliable transportation required.