Benefits Account Executive: Group Plans & Client Success

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

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Job description

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.