Senior Benefits Account Executive

Position: Senior Employee Benefits Account Executive
## Senior Employee Benefits Account Executive Apply remote type:
Hybrid Working locations:
Phoenix, AZ, USAtime type:
Full time posted on:
Posted Todayjob requisition :
R26 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 a
** Senior Employee Benefits Account Executive
** to join our growing team in
** Phoenix, AZ!
** The primary responsibility of the Senior Employee Benefits Account Executive is to manage their assigned book of business with a high level of independence and autonomy. The Senior Employee Benefits Account Executive will have a comprehensive knowledge base of Employee Benefits, including funding mechanisms, compliance requirements, and benefit trends. The Senior Employee Benefits Account Executive is a coach and mentor for the team and uses discretionary judgment on advanced tasks and special projects that support the success of the Employee Benefits Team and the firm.
** How You Will Contribute:
*** Work with producers on new business opportunities, including attending initial prospect visits and/or finalist presentations to understand the group's culture and company details and establish a working relationship.
* Work with the Account Manager to ensure the group is onboarded in a timely, comprehensive manner that meets customer expectations and B&B’s internal policies and procedures.
* Work with Account Manager, Marketing, and Tech teams to provide all customer deliverables (reporting, renewals, benefit guides, marketing strategy, OE materials, contributions strategies, project timelines, technology, and wellness strategies, etc.)
* Formulate marketing strategy with the customers and communicate details to the marketing team.
* Introduce B&B products or services that further the customer’s benefits goals, grow revenue for B&B, and support retention.
* Coordinate with Marketing/Tech team to establish timelines, deliverables, communicate marketing strategy, required carriers, contribution strategies, plan alternates.
* Communicate with the Account Manager to establish open enrollment timelines.
* Communicate with the Marketing/Finance team around deadlines and go to market.
* Act as primary contact for the assigned Account Manager for escalated service and compliance issues
* Review all existing plans and accompanying plan documents. Identify gaps in coverage, compliance issues, recommended plan changes or enhancements, etc.
* Coordinate compliance review within the first 6 months of a customer relationship and ensure B&B meets any resulting commitments.
* Meet with carrier reps, executives, and underwriters to establish relationships, negotiate renewals, understand new products, attend educational and CPE events, etc.
* Assist with RFP responses.
* Perform quarterly or semi-annual claims/data reviews, along with annual pre-renewal and renewal meetings.
* Advise customers on all matters related to their benefits and resolve escalated issues from the internal team.
* Deliver, or coordinate coverage for, open enrollment meetings when necessary and assist in all departments with whatever is needed to meet deadlines you have established.
* Accountable for ensuring all IO responsibilities are met for their customers.
** Licenses &

Certifications:

*** AZ Life and Health License.
** Skills & Experience to be Successful:
*** A minimum of a 4-year degree or equivalent work experience is required.
* 9+ years of employee benefits experience with a thorough understanding and knowledge of employee benefits.
* 4+ years financial experience.
* Proficient in Microsoft Office programs
* Ability to maintain a high level of confidentiality.
* Well-versed with level and self-funded groups
* Familiarity…