Account Executive

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking an Employee Benefits Account Executive to join our growing team in Carmel, IN
.

The Account Executive is responsible for driving new business development and ensuring the retention and satisfaction of an existing book of business. This role serves as a trusted advisor to clients, offering strategic benefit solutions tailored to their unique needs. The Account Executive will collaborate with carriers, vendors, and internal teams to deliver comprehensive service plans, provide market insights, and develop long-term client relationships.

How You Will Contribute:

Contacts and explains to qualified prospective & existing clients the features and merits of products offered, recommending benefit and product design based on analysis of prospect’s/client’s circumstances.

Advise, educate and make recommendations for accounts and market updates.

Offer strategic solutions to complex problems, including alternative strategies to reduce cost or enhance benefits.

Solicit and evaluate proposals from all available health, life, and disability, ancillary carriers explain the product or policy to the client.

Deliver quality service to clients.

Develop and oversee customer service plans.

Anticipate client needs by collaborating on long- and short-term goals.

Prepare client meeting material, including Power Point presentations.

Analyze data in excel, including preparing financial presentations and auditing enrollment data.

Perform client education and information meetings.

Develop long-term relationships with clients and carriers and attend frequent client meetings.

Work with Carriers and Market to ensure client is receiving quality benefits and service from vendors.

Connect with clients, advisory/consulting services, and vendor(s).

Provide subject matter expertise in response to day-to-day business issues, research applicable subject matter practices, and remain aware of industry trends.

Participate in identifying best practices related to employee benefit industry.

Maintain acceptable level of professionalism.

Perform other tasks or projects as needed/assigned.

Licenses &

Certifications:

State of Indiana Active Life & Health Insurance License

Skills & Experience to Be Successful:

Bachelor’s Degree (Preferred)

Must have a strong business/financial related background

Understanding of employee fringe benefits, insurance, and finance

Ability to make complex mathematical calculations

Excellent verbal and written communication skills

Possess high level of integrity and honesty, follow ethical code of conduct

Must be self-motivated

Must have the ability to gather and analyze information

Negotiation skills to solve client issues and to attain new clients

Proficient in MS Office software, Benefit Point, Image Right and/or industry software experience a plus

Excellent organizational skills

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits:
  
  Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits:
  
  ESPP; 401k;
  Student Loan Assistance;
  Tuition Reimbursement
• Mental Health & Wellness:
  Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits:
  Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

We craft insurance differently by using our experience, carrier relationships, and principled customer focus to deliver exceptional service and solutions.

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility or .

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

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