Account Executive - Employee Benefits

About the Role

The Employee Benefits Client Executive is responsible for delivering high-quality and efficient service to both internal and external clients through day-to-day account management of an assigned group of accounts. In partnership with the Production Team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner. What You'll Do

• Lead strategic planning and consultation for client benefit programs; ensure programs comply with regulatory requirements; analyze claims data using intermediate underwriting knowledge and provide explanations to client and internal team.

• Direct the renewal process for all lines of coverage; negotiate rate renewals and recommend carrier changes or alternative funding arrangements; oversee service teams' project management, claims escalation and resolution.

• Collaborate with a Client Service Associate to verify accuracy of presentation spreadsheets by comparing carrier proposals and assist in assembling formal proposals for clients.

• Develop strong carrier and vendor relationships to support negotiation and advocacy during placement and renewal; coordinate with internal subject matter experts to identify current and emerging markets and deliver solutions aligned with client goals; commit to ongoing learning.

• Develop and deliver client communications, including presentations, to inform on benefits legislation, compliance, industry trends, and new products.

• Field inquiries from clients and employees about coverage, contracts, COBRA, HIPAA, S125, and other regulatory topics; make routine service calls to address service issues and demonstrate commitment to superior service.

• Complete annual Stewardship Reports and quarterly Claims Utilization Reviews; provide technology support and conduct annual open enrollment meetings; plan enrollment strategies and educational materials.

• Track activities, client history, communications, and documentation within the agency system; maintain knowledge of and comply with agency guidelines, policies, and procedures.

• Monitor continuing education requirements for licensing; attend classes; accept coaching from supervisors in alignment with agency policies.

• Work collaboratively in a respectful workplace and comply with equal employment opportunity standards. What We're Looking For

• Florida 2-15 Life & Health License Required; Bachelor's degree and 5 to 7 years of relevant agency experience or equivalent.

• Demonstrates above-average business acumen related to strategy execution, interdependencies, and decision consequences.

• Positive mindset with the ability to optimize performance through collaboration; adaptable under stress and capable of developing improvement strategies.

• Advanced skills with MS Office Suite; strong written and oral communication with active listening and solution-focused approach.

• Demonstrated ability to work with underwriting principles, analyze data, and present findings effectively. Compensation & Benefits

This role is eligible for a robust benefits package:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans, Prescription Drugs, Dental, Vision
• Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan
• 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability
• Business Travel Accident, Identity Theft
• Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical
• Gift Matching, Well-Being Stipend, Personal and Professional Development