Employee Benefits Account Executive managing a portfolio of clients at Brown & Brown. Supporting clients’ financial consulting and delivering insights for employee benefits programs.
Responsibilities
Proactively develop and execute client benefit program strategy.
Lead client meetings as appropriate.
Manage onboarding of new clients.
Maintain strong product and industry knowledge.
Develop and sustain relationships with vendors.
Require reduced guidance from the Team Lead on day‑to‑day tasks and deliverables.
Guide and provide insight on team tasks, training, and onboarding.
Maintain awareness of opportunities for client revenue enhancement.
Demonstrate proficiency in compliance, benchmarking, renewal, and marketing processes and deliverables.
Prepare and audit client benefit statements.
Adhere to the 2‑day advance preparation requirement for meeting materials to support the peer review process.
Remain current on industry trends, product development, legislation, coverages, technology, and market conditions.
Requirements
Minimum 4-year degree or equivalent work experience
Proficient with MS Office Suite
Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
4+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
1+ years financial experience
Strong technical knowledge of the industry of expertise currently being targeted.
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
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