Account Executive, Employee Benefits

Account Executive, Employee Benefits - Job Description

Position Summary

The Account Executive, Employee Benefits is responsible for delivering a 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.


Key Responsibilities

Functional Leadership & Ownership

• 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.

Hands-On Execution & Delivery

• 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.

Accountability

This role is accountable for delivering exceptional client service, maintaining strong client relationships, ensuring accurate and timely execution of benefit programs, supporting successful renewals, and contributing to team performance and organizational growth.


Qualifications

Required

• 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

Key Competencies

• Client Focus & Relationship Management

• Ownership & Accountability

• Analytical Thinking & Problem Solving

• Communication & Influence

• Time Management & Prioritization

• Collaboration & Teamwork

• Adaptability & Change Agility