Employee Benefits Account Executive

Overview We’re representing a high-performance employee benefits consulting team seeking an experienced Account Executive to join their growing group. This strategic, client-facing role is ideal for someone with a deep understanding of employee benefits, strong technical capabilities, and a consultative mindset. You’ll play a pivotal role in onboarding, renewals, and performance improvement initiatives while supporting clients across a broad range of benefit solutions. The firm offers rare access to niche markets and specialized knowledge, empowering you to grow and thrive in a dynamic, fast-paced environment. What You’ll Be Doing As a senior member of the team, you’ll take full ownership of assigned accounts and deliver strategic advisory services to clients. Key responsibilities include: Leading client onboarding and renewal cycles with precision and proactivity Managing key client relationships with HR teams, executive leaders, and vendor partners Conducting plan analysis, cost-containment reviews, and benchmarking Overseeing system workflows in platforms like Employee Navigator and HubSpot Collaborating with internal and external stakeholders to ensure delivery of client goals Identifying new opportunities for expanded service offerings Core Functions Serve as a strategic advisor, bringing consultative insight to plan design and performance Analyze client data to uncover trends and develop actionable strategies Navigate complex benefits issues and drive resolution through critical thinking Support compliance with ACA, COBRA, and other regulatory frameworks Maintain relationships with carriers and vendors, reviewing and negotiating proposals Prepare benefit summaries, client presentations, and recommendations Ensure proper documentation in compliance with E&O standards Actively participate in client and carrier meetings (virtual and occasional in-person) What You Bring Required: 5+ years of experience in employee benefits (broker, carrier, or consultancy) Advanced understanding of funding structures, especially self-insured plans Hands-on expertise with Employee Navigator and benefit system implementation Active Life, Health, and Accident license Demonstrated ability to resolve issues through root cause analysis and problem-solving Preferred: Familiarity with Applied Epic, HubSpot, FormFire, Zywave, or similar platforms Knowledge of payroll systems (e.g., ADP, Paychex) Bilingual in English and Spanish Project management experience or training Why Join This Team This organization prioritizes flexibility, autonomy, and growth. You’ll be joining a team that values: Continuous Learning – Stay ahead with training and shared expertise Empowered Autonomy – Supportive leadership with room to innovate Career Advancement – Opportunities to lead and shape client strategies Comprehensive medical, dental, and vision insurance Life, disability, and critical illness coverage Tools and tech support for your home office Additional Info Full-time, remote position based in Florida Occasional travel may be required Background checks and assessments may be part of the hiring process Commitment to diversity, equity, and inclusion is a core value Seniority level Mid-Senior level Employment type Full-time Job function Customer Service Industries Insurance Referrals increase your chances of interviewing at The James Allen Companies, Inc. by 2x Get notified about new Employee Benefits Specialist jobs in Florida, United States. #J-18808-Ljbffr