Employee Benefits Account Executive

Benefits Account Executive

Seeking a highly skilled and experienced Benefits Account Executive to join a dynamic and growing team. This role involves managing a portfolio of large market clients providing end-to-end servicing and building strong relationships with stakeholders. The ideal candidate will have a proven track record in handling large group and/or self-funded accounts exceptional communication skills and a commitment to delivering outstanding client service. This position offers a hybrid work environment after an initial period and requires occasional out-of-state travel.

• Salary: Competitive up to $150000 (DOE)
• Bonus: Discretionary annual bonus based on company and individual performance
• Ownership: Employee ownership in the company with quarterly dividend payouts
• Benefits: Competitive benefits package 401(k) paid time off professional development opportunities etc.
• Work Environment: Hybrid (4 days on-site 1 day remote) after an initial period; office locations in Boca Raton Fort Lauderdale or Miami Lakes

• Manage a portfolio of large market clients (100-500 lives) with a book of business valued at $1M-$2M.
• Provide A-Z servicing for clients including preparing for renewals quoting new and renewal business and supporting agency operations.
• Build and maintain strong relationships with clients including out-of-state accounts in New York and Connecticut.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Travel 10-20% of the time to meet with clients and stakeholders.
• Support the agencys growth initiatives and contribute to its success.

• Licenses/Certifications: Active 2-15 license required.
• Experience: Minimum of 5 years of experience managing large group and/or self-funded accounts.
• Technical Skills: Proficiency in AMS360 and Employee Navigator software.
• Education: Relevant educational background preferred.
• Soft Skills:
  • Strong communication and interpersonal skills
  • Excellent organizational and time management abilities
  • Problem-solving mindset with attention to detail
  • Ability to work collaboratively in a team environment
  • Client-focused with a commitment to delivering exceptional service

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