Benefits Account Executive

Responsibilities

• Collaborate with Producers to analyze client needs, coverage forms, and quotations, offering technical guidance that supports sound recommendations.
• Manage group accounts with employee populations ranging from 5 to 200 lives, ensuring high quality service and proactive oversight.
• Oversee all aspects of group account management, maintaining compliance, accuracy, and strong client satisfaction.
• Schedule and lead client meetings, fostering trusted relationships and gaining a deep understanding of client goals.
• Prepare presentations for new business and renewal accounts, clearly communicating our value and strategy.
• Process renewals and applications, ensuring timely submissions and thorough follow up with carriers.
• Review invoices and policy change information, facilitating corrections and maintaining data integrity.
• Respond promptly to client inquiries and requests to uphold a superior standard of service.
• Proactively identify opportunities to preserve accounts, support retention initiatives, and maintain financial equity for the agency.

Requirements

• Minimum of 5 years of benefits experience with carriers such as UnitedHealthcare, Florida Blue, Principal, Guardian, and EyeMed within the state of Florida.
• 2-15 License required.
• Familiarity with Employee Navigator, BenefitPoint, and ImageRight is a plus.
• Ability to process written, digital, and technical materials accurately and with attention to detail.
• Strong knowledge of insurance products and their application.