Benefits Strategy Lead for Private Equity

001 Brown & Brown, Inc; Town of Rye (NY); On-site; USD 135,000 - 175,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, V

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health & Wellness

Job summary

Brown & Brown, Inc. in Rye Brook, NY is seeking an experienced Employee Benefits Account Executive to act as a strategic advisor to private equity clients and their portfolio companies, delivering tailored benefits solutions and driving plan performance.

The role demands a proactive, client‑focused professional who thrives in a fast‑paced environment. You will manage a designated EB book, nurture PE relationships, guide benefits strategy, and oversee M&A due diligence, RFPs, renewals, and open

Qualifications

• Bachelor’s degree or equivalent experience.
• 10+ years of Employee Benefits experience supporting mid‑large groups.
• M&A/due‑diligence experience preferred.
• Strong negotiation and marketing expertise.
• Proficiency in Microsoft Office Suite.
• Knowledge of financial underwriting, self-insurance (Medical/Rx), and alternative funding programs (captives, RBP, etc.).
• Exceptional organization and time management skills.

Responsibilities

• Serve as the primary point of contact for a designated book of Employee Benefits business, ensuring proactive and high‑touch client support.
• Build and maintain strong relationships with private equity firms and portfolio companies.
• Advise clients on benefits strategy, market trends, regulatory updates, and plan‑level recommendations.
• Provide guidance on plan performance, funding arrangements, and cost‑containment strategies.
• Support M&A transactions and due‑diligence activities.
• Develop and execute marketing strategies for competitive pricing and enhanced plan designs.
• Lead RFP and renewal marketing processes.
• Coordinate open enrollment activities and communications.

Skills

Client relations

Negotiation

Marketing

M&A due diligence

Underwriting

Self-insurance

Funding programs

Time management

Organizational skills

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office Suite

Job description

Brown & Brown, Inc. in Rye Brook, NY is seeking an experienced Employee Benefits Account Executive to act as a strategic advisor to private equity clients and their portfolio companies, delivering tailored benefits solutions and driving plan performance.

The role demands a proactive, client‑focused professional who thrives in a fast‑paced environment. You will manage a designated EB book, nurture PE relationships, guide benefits strategy, and oversee M&A due diligence, RFPs, renewals, and open