Benefits Account Executive — Strategy & Client Growth

Brown & Brown; Massachusetts; On-site; USD 90,000 - 120,000; Full time

Job summary

Brown & Brown is seeking an Employee Benefits Account Executive to manage a portfolio of employee benefits clients, serving as the primary day-to-day contact and delivering comprehensive support for ongoing service needs.

You will leverage data-driven insights to enhance service delivery, lead client meetings, manage onboarding of new clients, and collaborate with the Team Lead on financial consulting requirements, benchmarking, and renewal processes.

Qualifications

• 4+ years employee benefits experience with a thorough understanding and knowledge of employee benefits.
• Proficient with MS Office Suite and data-driven analyses.
• Ability to maintain a high level of confidentiality and client trust.
• Strong communication and client service skills.

Responsibilities

• Proactively develop and execute client benefit program strategy.
• Lead client meetings as appropriate.
• Manage onboarding of new clients.
• Maintain strong product and industry knowledge.
• Develop and sustain relationships with vendors.
• Require reduced guidance from the Team Lead on day‑to‑day tasks and deliverables.
• Guide and provide insight on team tasks, training, and onboarding.
• Maintain awareness of opportunities for client revenue enhancement.
• Demonstrate proficiency in compliance, benchmarking, renewal, and marketing processes and deliverables.
• Prepare and audit client benefit statements.
• Adhere to the 2‑day advance preparation requirement for meeting materials to support the peer review process.
• Remain current on industry trends, product development, legislation, coverages, technology, and market conditions.

Skills

Confidentiality

Client relationships

Tools

MS Office Suite

Office equipment knowledge

Job description

Brown & Brown is seeking an Employee Benefits Account Executive to manage a portfolio of employee benefits clients, serving as the primary day-to-day contact and delivering comprehensive support for ongoing service needs.

You will leverage data-driven insights to enhance service delivery, lead client meetings, manage onboarding of new clients, and collaborate with the Team Lead on financial consulting requirements, benchmarking, and renewal processes.