Benefits Account Executive

LRA Insurance; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

LRA Insurance in Orlando, FL, seeks a Benefits Account Executive to support clients and internal teams with technical expertise and strong service across the client lifecycle. You will analyze client needs, collaborate with Producers, and guide renewals and new business with a focus on retention and data accuracy.

The role requires deep knowledge of benefits products, Florida carrier experience, and a passion for delivering exceptional customer service to employer groups of 5–200 lives.

Qualifications

• Minimum 5 years of benefits experience with carriers within Florida.
• 2-15 License required.
• Strong knowledge of insurance products and applications.

Responsibilities

• Collaborate with Producers to analyze client needs and quotations, offering technical guidance.
• Manage group accounts with 5–200 lives, ensuring high-quality service and proactive oversight.
• Oversee all aspects of group account management with compliance and data integrity.
• Schedule and lead client meetings to understand goals and foster relationships.
• Prepare presentations for new business and renewals, communicating value and strategy.
• Process renewals and applications with timely submissions and follow-up with carriers.
• Review invoices and policy changes, facilitating corrections as needed.
• Respond to client inquiries promptly to uphold service standards.
• Identify opportunities to preserve accounts and support retention initiatives.

Skills

Insurance knowledge

Written materials handling

Attention to detail

Tools

Employee Navigator

BenefitPoint

ImageRight

Job description

Description

As a Benefits Account Executive, you will play a pivotal role in supporting our clients and internal team. You will provide technical expertise to Producers, analyze client needs, and ensure the delivery of exceptional service throughout the client lifecycle.

About The Role

As a Benefits Account Executive, you will play a pivotal role in supporting our clients and internal team. You will provide technical expertise to Producers, analyze client needs, and ensure the delivery of exceptional service throughout the client lifecycle.

Responsibilities

• Collaborate with Producers to analyze client needs, coverage forms, and quotations, offering technical guidance that supports sound recommendations.
• Manage group accounts with employee populations ranging from 5 to 200 lives, ensuring high quality service and proactive oversight.
• Oversee all aspects of group account management, maintaining compliance, accuracy, and strong client satisfaction.
• Schedule and lead client meetings, fostering trusted relationships and gaining a deep understanding of client goals.
• Prepare presentations for new business and renewal accounts, clearly communicating our value and strategy.
• Process renewals and applications, ensuring timely submissions and thorough follow up with carriers.
• Review invoices and policy change information, facilitating corrections and maintaining data integrity.
• Respond promptly to client inquiries and requests to uphold a superior standard of service.
• Proactively identify opportunities to preserve accounts, support retention initiatives, and maintain financial equity for the agency.

Preferred Skills

• Stay informed about industry trends, emerging products, legislation, and technology to continuously enhance performance.
• Communicate effectively and work cooperatively with team members to achieve shared business goals.

Requirements

Qualifications

• Minimum of 5 years of benefits experience with carriers such as UnitedHealthcare, Florida Blue, Principal, Guardian, and EyeMed within the state of Florida.
• 2-15 License required.

Required Skills

• Familiarity with Employee Navigator, BenefitPoint, and ImageRight is a plus.
• Ability to process written, digital, and technical materials accurately and with attention to detail.
• Strong knowledge of insurance products and their application.