Employee Benefits Account Executive

001 Brown & Brown, Inc; Dedham (MA); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Health Benefits

401k Plan

Student Loan Assistance

Tuition Reimbursement

Mental Health Support

Job summary

Brown & Brown in Dedham, MA is seeking an Employee Benefits Account Executive to manage a portfolio of employee benefits clients and serve as the primary day-to-day contact for ongoing service needs. This role leverages technical expertise to retain existing clients, oversees marketing and renewal activities, and partners with the Team Lead to support clients’ financial consulting requirements.

Through data-driven insights, this position enhances service delivery and supports client success.

Qualifications

• Minimum 4-year degree or equivalent work experience.
• Proficient with MS Office Suite and office equipment.
• Exceptional telephone demeanor and ability to maintain confidentiality.
• 4+ years employee benefits experience with strong knowledge of the field.
• 1+ years financial experience.
• Strong technical knowledge of employee benefits industry.

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.
• Travel as required.
• Guide and provide insight on team tasks, training, and onboarding.
• Maintain awareness of opportunities for client revenue enhancement.
• Prepare and audit client benefit statements.

Skills

Employee benefits

Financial analysis

Client relationship management

MS Office proficiency

Excellent communication

Confidentiality

Travel

Education

Bachelor's degree or equivalent work experience

Tools

MS Office Suite

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. Brown & Brown is seeking an Employee Benefits Account Executive to join our growing team in Dedham, MA! The Employee Benefits Account Executive manages a portfolio of employee benefits clients by serving as the primary day-to‑day contact and providing comprehensive support for ongoing service needs. This role leverages technical expertise to retain existing clients, oversees marketing and renewal activities, and partners with the Team Lead to support clients’ financial consulting requirements. The Account Executive evaluates financial and utilization metrics, prepares monthly financial and benchmarking reports, and contributes to ad‑hoc analyses to guide client decision‑making. Through strong client relationships and data‑driven insights, this position enhances service delivery and supports the long‑term success of the employee benefits program.

How You Will Contribute

• 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.

Licenses and Certifications

• Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)

Skills & Experience to Be Successful

• Minimum 4-year degree or equivalent work experience
• Proficient with MS Office Suite
• Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• 4+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
• 1+ years financial experience
• Strong technical knowledge of the industry of expertise currently being targeted.
• This position requires routine or periodic travel which may require the team members to drive their own vehicle or a rental vehicle.
• Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.

Pay Range

• $90,000 - $135,000 Annual

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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.

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.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.

Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors. A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.