Account Executive

Position: Employee Benefits Account Executive
Job Description

Benefits Account Executive
Job Summary

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.
Compensation Package

• Salary:
  Competitive, up to $150,000 (DOE)
• Bonus:
  Discretionary annual bonus based on company and individual performance
• Ownership:
  Employee ownership in the company with quarterly dividend payouts
• Benefits:
  • 100% employer-paid medical, dental, and vision insurance
  • Benefits effective on the 1st of the month following the start date
• Work Environment:
  Hybrid (4 days on-site, 1 day remote) after an initial period; office locations in Boca Raton, Fort Lauderdale, or Miami Lakes

Responsibilities

• 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 agency's growth initiatives and contribute to its success.

Qualifications/Requirements

• 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 AMS
  360 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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