Account Executive, Employee Benefits National Accounts

Brown & Brown, Inc.; Michigan; Hybrid; USD 130,000 - 170,000; Full time

Job summary

Brown & Brown, Inc is seeking a National Accounts - Account Executive to oversee an assigned book of business and manage end-to-end consulting services for absence and disability programs. You will lead a team, nurture client relationships, and drive renewals, RFPs, and strategic initiatives.

The role requires a minimum 10 years in National Accounts (10,000+ lives) with deep knowledge of Group Insurance products, vendor relations, and workforce benefits.

Qualifications

• Bachelor’s degree required.
• Minimum 10 years’ progressive experience in a lead role in National Accounts (10,000+ lives).
• Ability to nurture client relationships, maintain persistency goals and grow in-force book of business.
• Expert knowledge of life, disability, and voluntary benefits offerings.
• Strong technical understanding of contracts, plan design, claims, and vendor capabilities.
• Self-directed with strong organizational skills and ability to work virtually.
• Detail-oriented with excellent interpersonal, verbal/written communication and presentation skills.
• Proficient in Microsoft Office; Salesforce experience preferred.

Responsibilities

• Retain existing clients across the entire book of business (Group Life, Disability, AD&D, Dental, Voluntary Benefits).
• Lead new business opportunities with current clients and oversee service delivery.
• Coordinate internal/external resources to meet client needs and timelines.
• Develop and own strategy, renewals, RFPs, and client projects.
• Mentor Account Managers and Senior Account Managers; foster career development.
• Maintain client history and prep for renewals with a proactive 2-year outlook.
• Present to clients with expert knowledge of financial, plan design and process components.
• Stay current with vendor product offerings and market conditions.
• Ensure deliverables are accurate, meaningful, and aligned with SNS’ standards.
• Oversee travel/expenses and CRM updates; manage administrative book-of-business tasks.

Skills

Client relationship management

Leadership

Strategic planning

Communication skills

Project management

Education

Bachelor's degree required

Tools

Salesforce

Microsoft Office

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. Our Culture Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is \"we\" not \"I\". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates.

About the role:

The National Accounts - Account Executive is responsible for maintaining persistency on an assigned book of business and oversees all aspects of Strategic Non-Medical Solutions (SNS’) consulting services provided to our clients on the absence and disability programs.

Core Responsibilities:

• Retain existing clients on entire Book of Business (BOB). Coverage lines include Group Life, Disability, AD&D, Dental and Voluntary Benefits
• Support new business opportunities with existing clients
• Work independently to oversee and orchestrate all aspects of service delivery to BOB; determine the appropriate utilization of internal and external resources as needed
• Establish and maintain partnerships with internal partners and outside vendors/carriers that result in best-in-class service delivery to clients
• Develop and own all business strategies, relationship strategies, renewals, RFPs and other projects for assigned clients
• Maintain history of all work done for each client
• Always have, at minimum, a 2-year outlook for each client; stay at least 1 year ahead of all renewals and know the game plan for each client at all times
• Understand each client’s own business and departmental goals; build business strategy around their internal goals
• Present to clients and demonstrate expert knowledge of all financial, plan design and process components of plans
• Present underwriting components of Life, Leave & Disability, AD&D, Dental and various Voluntary Benefits plans
• Stay current with all vendors’ product offerings; consistently demonstrate strong knowledge of the market to clients
• Ensure all work product delivered to client is free of errors, meaningful, and meets SNS’ service standards
• Establish and maintain trust with clients by consistently providing superior service, meeting all deadlines, and delivering as promised
• Manage up to 3 Account Managers (AM) and Sr. Account Managers (SAM) who provide support on assigned BOB; mentor the AMs and SAMs and foster their career development
• Act as mentor to other members of service staff, assisting with training, guiding and coaching as needed
• Review or monitor travel and expenses to ensure resources are being used efficiently.
• Provide oversight of all administrative aspects of book of business management. Includes managing and tracking of clients at risk, completion and billing of audits and other financially related tasks. Ensuring the AMs and SAMs are updating CRM on a consistent basis; internal and external client document is updated and current; oversight of the managing of daily tasks and cases through completion.

Other duties may be assigned.

Skills needed:

• Bachelor’s degree required.
• Minimum 10 years’ progressive experience in a similar lead role in Group Insurance National Accounts (10,000+ lives), ideally from a carrier or broker background.
• Ability to develop and nurture client relationships, maintain persistency goals and grow in-force Book of Business
• Expert knowledge of the benefits we service including short term disability, long term disability, leave programs, life insurance, AD&D, voluntary benefits, dental and vision.
• High level of technical knowledge in all components of contracts, plan design, claim processes, and vendor capabilities.
• Self-directed with positive drive and approach, including the ability to work both independently and collaboratively in a virtual working environment.
• Must be detail-oriented, have highly developed organizational skills including the ability to prioritize, manage multiple complex projects simultaneously, and coordinate various internal/external partner deliverables while managing strict deadline and turnaround time requirements.
• Excellent interpersonal, verbal/written communication, and presentation skills required.
• Proficiency in Microsoft Office applications required.
• Ability to establish credibility at all levels of the organization and with clients through confident communications and actions based on integrity.

Preferred:

• Experience with Salesforce.

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.

Brown & Brown does not discriminate against teammates or applicants for employment on the basis of race, color, religion, absence of religious affiliation, national origin, ethnicity, age, disability, perception of disability, sex, sexual orientation, gender identity/expression, gender orientation, marital status, service in our armed forces, veteran status in our armed forces, political activity or political party affiliation.

We are committed to ensuring equal employment opportunities for all our teammates and applicants for employment.

Our equal employment opportunity philosophy, in accordance with federal, state, and local law, applies to all aspects of employment with us including recruiting, hiring, training, transfer/promotion, compensation, benefits, and termination.

The Power to Be Yourself As an Equal Opportunity Employer

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”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. 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. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.”