Employee Benefits Account Executive

Employment Type

: Full-Time


: Sales

Job Summary

Brown & Brown of Florida, Inc’s Fort Lauderdale Division is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Account Executive for our Employee Benefits Division.  Our clients are employers, and we offer them cost-effective benefit packages for their employees and dependents, that include medical, dental, vision, life, disability, HSA’s, FSA’s, STD, LTD, and more. The Account Executive maintain and strengthen business relationships with an assigned group of clients. The individual will work closely with Producers, Marketing Reps, Customer Service Reps, and other Brown & Brown staff to service clients, grow the business, and support the implementation and renewal of health and welfare programs.

Responsibilities include:

  • Ensure overall client satisfaction by proactively managing and anticipating the day to day needs of clients, through regular communication via phone, technology, and in-person visits.
  • Establish a Client Service Plan with each client based on mutual goals and objectives and maintain a monthly progress report of Service Plan activities for management review.
  • Maintain a client renewal calendar and proactively manage the timeline for renewal activity, presentation and plan implementation as set by company policy as well as vendor deadlines
  • Develop and maintain solid relationships with vendors, carriers, and teammates
  • Manage implementation of all carrier or plan changes including verifying plan benefits sold, rates, proper paperwork submission, and coverage verification.
  • Support clients in attaining compliance with governmental requirements by staying informed of new legislation and participating in available training.
  • Work with clients and teammates to resolve all service issues through to completion as well as document all client contact and inquiries.
  • Review and analyze policies, benefit summaries, SPD’s, forms and rates for accuracy.
  • Work with Producer and Marketing Rep to develop renewal proposals, including creating and comparing spreadsheets.
  • Oversee coordination of client service initiatives including but not limited to online enrollment systems, health fairs, wellness initiatives, website tools, member surveys, open enrollment materials and meeting schedules, etc.
  • Perform other duties as assigned
  • * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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