Account Executive - Employee Benefits

Brown & Brown; Irvine (CA); On-site; USD 85,000 - 150,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance

Financial Benefits: ESPP; 401(k); Student Loan Assistance; Tuition Reimbursement

Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services

Paid Time Off, Holidays, Preferred Partner Discounts

Job summary

A leading insurance company is seeking an Account Executive or SR AE for their Employee Benefits Team in California. The role involves managing client relationships, handling insurance compliance, and educating clients on benefits. Ideal candidates will have a Bachelor’s Degree and several years of relevant experience. This position offers a competitive salary ranging from $85k to $150k depending on experience and qualifications.

Qualifications

• 3+ years in Employee Benefits or 5+ years of related experience required.
• Strong knowledge of group health and welfare benefit plans.
• Ability to learn new software quickly.

Responsibilities

• Manage and retain a book of business, pursuing growth.
• Build and maintain relationships with client decision-makers.
• Prepare and present proposals and stewardship reports.

Skills

Life & Health Insurance License

Customer service

Communication skills

Problem-solving skills

Proficiency in Microsoft Office

Education

Bachelor's Degree

Job description

Brown & Brown is seeking an Account Executive or SR AE for our Employee Benefits Team in California!

Essential Duties and Responsibilities

• Manage and retain a book of business, pursuing growth through networking, referrals, and cross‑selling.
• Build and maintain relationships with client decision‑makers, carrier partners, and internal teams.
• Oversee the renewal process for health and life coverages, recommending tailored solutions and cost‑saving strategies.
• Ensure compliance with agency standards and regulatory requirements.
• Educate clients on benefits legislation and compliance plans (ERISA, COBRA, Medicare, HIPAA, etc.).
• Resolve client issues, including escalated employee enrollment and claims concerns.
• Prepare and present proposals, stewardship reports, and new business strategies.
• Support sales team with new business meetings and client onboarding.
• Contribute to team development by mentoring new teammates and sharing industry knowledge.

What You’ll Need

• Life & Health Insurance License (or ability to obtain within 90 days).
• Bachelor’s Degree and 3+ years in Employee Benefits OR 5+ years of related experience.
• Strong knowledge of group health and welfare benefit plans, underwriting, and regulations.
• Proficiency in Microsoft Office (Word, Excel) and ability to learn new software quickly.
• Excellent customer service, communication, and problem‑solving skills.

Additional Requirements

• Occasional travel required (valid driver’s license and acceptable driving record).
• High level of professionalism and confidentiality.

Salary

$85–$150k (the actual salary will be determined based on experience, skills, and qualifications)

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401(k); 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”.