Account Executive

Brown & Brown, Inc.; Naples (FL); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health benefits: Medical/Rx, Dental, V

401k; ESPP; Student Loan Assistance;Tu

Paid time off & holidays

Employee discounts

Job summary

Brown & Brown, Inc. is hiring an Account Executive to join our Naples, FL team (Ft. Myers also available). You will manage employee benefits programs, design plans, and provide expert guidance to clients and producers, maintaining regulatory compliance and delivering strategic analyses.

The role requires strong client management, data analytics, and proficiency with MS Office; Florida Life & Health license (2-15) within 30 days of hire. Travel may be required.

Qualifications

• Minimum of a high school diploma or GED.
• 3+ years of experience in account management or client services.
• Florida Life & Health Insurance license (2-15) within 30 days of hire.

Responsibilities

• Serve as the primary point of contact for assigned clients and maintain relationships.
• Oversee administration of employee benefits programs and enrollment.
• Design and customize benefit packages to align with organizational goals.
• Ensure compliance with federal, state, and local regulations; manage benefit audits.

Skills

Client relationship management

MS Office

Excel

Communication skills

Confidentiality

Time management

Education

High school diploma or GED

Associate's or Bachelor's in business/finance or related experience

Tools

Agency Management System

Job description

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 Account Executive to join our growing team in Naples, FL or Ft. Myers, FL! Responsible for managing and overseeing employee benefits programs, ensuring that they meet the needs of both the organization and its employees. This role involves working closely with clients and producers to design, implement, and manage benefit plans, providing expert advice, and ensuring compliance with relevant regulations. Additional responsibilities include support for the sales & service teams using a variety of skills and knowledge of the insurance market, products, and competition. Provides a source of insurance expertise and strategic analysis to clients and prospects.

How You Will Contribute:

Client Management:

• Serve as the primary point of contact for assigned clients to include developing and maintaining strong relationships by understanding their needs and goals.
• Address and resolve client inquiries, issues, and concerns in a timely manner.
• Coordinate and manage the marketing process for all clients in assigned book of business by preparing customer renewals and new business strategies, including proposals and presentations while ensuring agreements with customer requests and requirements.

Benefits Administration:

• Oversee the administration of employee benefits programs by monitoring and managing the enrollment, eligibility, and service requests.
• Collaborate with insurance carriers and benefits providers to ensure smooth implementation and operation of benefit plans.

Plan Design and Data Analytics:

• Conduct market research and analysis to recommend competitive benefits offerings.
• Assist in the design and customization of employee benefits packages to align with organizational goals and employee needs.
• Generate reports on benefits usage, trends, and costs to provide insights for decision-making when data is available.
• Analyze data to assess the effectiveness of benefits programs and identify areas for improvement.

Compliance and Regulation:

• Ensure that all employee benefits programs comply with federal, state, and local regulations.
• Stay updated on changes in benefits-related laws and regulations and adjust programs accordingly.
• This may include managing benefit audits and reporting requirements.

Vendor Management:

• Manage relationships with benefits vendors and service providers.
• Negotiate contracts and agreements to secure favorable terms for the organization.

Licenses & Certifications:

• Florida Life & Health Insurance license (2-15) within 30 days of hire.

Skills & Experience to be Successful:

• Minimum of high school diploma or general education degree (GED).
• 3+ years of experience in account management, client services, or related field.
• Valid driver’s license.
• Proficient with MS Office Suite and Excel.
• Organizational, verbal, and written communication skills.
• Ability to maintain a high level of confidentiality.
• Travel may be required.
• Preferred Associate’s or Bachelor’s in a business or financial related discipline or experience in lieu of degree.
• Professional designation.
• Minimum typing speed of 40 to 50 words per minute.
• Agency Management System knowledge.

Teammate Benefits & Total Well-Being

• 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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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 think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.

We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. Everything we do is about the greater "WE"-never "me."

While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission-always doing what is best for our customers. Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies ("Recruiting Vendors"). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors. A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.