Account Executive, Employee Benefits

The Account Executive Employee Benefits is responsible for deliveringa high-quality client experience by managing and supporting a book of business. This role partners with internal teams and clients to design implement and manage benefit programs that align with client needs and organizational goals. The role is both strategic and hands-on requiring strong relationship management analytical thinking and operational execution to ensure client satisfaction retention and growth.

Functional Leadership & Ownership

• Manage assigned client accounts and act as a primaryservicecontact 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.

Hands-On Execution & Delivery

• Lead renewal processes timelines and deliverables for assigned accounts.

• Prepare new business and renewal submissions and presentation materials.

• Implement newlines of coverageand 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

• Identifyand implement process improvements to enhance efficiency and service delivery.

• Maintain confidentiality and compliance standards.

• Stay informed on industry trends and best practices.

This role is accountable for delivering exceptional client servicemaintainingstrong client relationships ensuringaccurateandtimelyexecution of benefit programs supporting successful renewals and contributing to team performance and organizational growth.

• 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

• Proficiencyin 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

• Client Focus & Relationship Management

• Ownership & Accountability

• Analytical Thinking & Problem Solving

• Communication & Influence

• Time Management & Prioritization

• Collaboration & Teamwork

• Adaptability & Change Agility