Account Executive

Brown & Brown; Naples (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401k

Paid time off

Tuition reimbursement

Job summary

Brown & Brown in Naples, FL seeks an Account Executive to manage employee benefits programs for a growing client base. You will design, implement, and manage benefit plans while delivering expert advice and ensuring regulatory compliance.

You will collaborate with clients, producers, and carriers to renew and market plans, oversee enrollment, and provide data-driven insights to improve outcomes. Travel to client sites may be required.

Qualifications

• Minimum of high school diploma or GED.
• 3+ years of experience in account management or client services.
• Valid driver’s license.
• Proficient with MS Office Suite and Excel.
• Organizational, verbal, and written communication skills.
• Ability to maintain confidentiality.
• Travel may be required.
• Associate’s or Bachelor’s in business or finance or experience in lieu of degree (preferred).

Responsibilities

• Serve as the primary contact for assigned clients and maintain strong relationships.
• Coordinate marketing for clients, renewals, and new business proposals.
• Oversee benefits administration: enrollment, eligibility, and service requests.
• Collaborate with carriers to implement and optimize benefit plans.
• Prepare reports on benefits usage and costs to inform decisions.
• Ensure compliance with federal, state, and local regulations.

Skills

Account management

Client services

Communication skills

Confidentiality

Travel flexibility

Education

High school diploma or GED

BA/BS in business or finance (preferred)

Tools

MS Office Suite

Excel

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.

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”.