Account Executive, Employee Benefits

Key Responsibilities

• Manage assigned client accounts and act as a primary service contact in partnership with the Consultant/Client Executive.
• Maintain responsibility for benefit program strategy, renewals, and client satisfaction.
• Develop strategic solutions aligned with client goals and risk management needs.
• Lead renewal processes, timelines, and deliverables for assigned accounts.
• Prepare new business and renewal submissions and presentation materials.
• Implement new lines of coverage and carrier changes.
• Conduct client meetings, education sessions, and enrollment support.

Reporting, Quality & Operational Support

• Ensure accuracy and timeliness of account data and deliverables.
• Prepare employee communications including guides, brochures, and materials.
• Utilize agency management systems and ensure adherence to processes.

Cross-Functional Partnership & Integration

• Collaborate with sales, service teams, and carriers to deliver solutions.
• Negotiate with carriers to meet client needs.
• Communicate key developments, renewal results, and issues to internal stakeholders.

Growth, Change & Special Initiatives

• Support client retention and growth initiatives.
• Participate in special projects and continuous improvement efforts.
• Act as backup support to team members as needed.

Process Improvement & Best Practices

• Identify and implement process improvements to enhance efficiency and service delivery.
• Maintain confidentiality and compliance standards.
• Stay informed on industry trends and best practices.

Required Qualifications

• 3+ years of experience in a similar role within an insurance agency
• Active 215 (Life & Health) License
• Experience managing accounts with $1M–$2M total book value
• Strong analytical, communication, and organizational skills
• Ability to manage multiple priorities and deadlines
• Proficiency in Microsoft Office Suite
• Ability to work onsite in South Florida locations (Boca Raton, Ft. Lauderdale, or Miami)

Preferred Experience

• Leading client presentations and large group meetings
• Strong background in employee benefits strategy and consulting