Employee Benefits Account Executive

The James Allen Companies, Inc.; Orlando (FL); Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision insurance

Life, disability, and critical illness coverage

Tools and tech support for your home office

Job summary

A leading employee benefits consulting firm in Florida seeks an experienced Account Executive to manage client relationships and deliver strategic services. The role requires 5+ years in employee benefits, strong analytical skills, and hands-on expertise with systems like Employee Navigator. Join a team that prioritizes continuous learning and career advancement while offering comprehensive benefits.

Qualifications

• 5+ years of experience in employee benefits (broker, carrier, or consultancy).
• Active Life, Health, and Accident license.
• Hands-on expertise with benefit system implementation.
• Active Life, Health, and Accident license.
• Demonstrated ability to resolve issues through root cause analysis and problem-solving.

Responsibilities

• Lead client onboarding and renewal cycles.
• Manage key client relationships with HR teams.
• Conduct plan analysis and cost-containment reviews.
• Overseeing system workflows in platforms like Employee Navigator and HubSpot.
• Collaborating with internal and external stakeholders to ensure delivery of client goals.
• Identifying new opportunities for expanded service offerings.

Skills

Client relationship management

Problem-solving

Analytical skills

Bilingual in English and Spanish

Problem-solving

Project management

Tools

Employee Navigator

HubSpot

Applied Epic

FormFire

Zywave

ADP

Paychex

Job description

Overview

We’re representing a high-performance employee benefits consulting team seeking an experienced Account Executive to join their growing group. This strategic, client-facing role is ideal for someone with a deep understanding of employee benefits, strong technical capabilities, and a consultative mindset.

You’ll play a pivotal role in onboarding, renewals, and performance improvement initiatives while supporting clients across a broad range of benefit solutions. The firm offers rare access to niche markets and specialized knowledge, empowering you to grow and thrive in a dynamic, fast-paced environment.

What You’ll Be Doing

As a senior member of the team, you’ll take full ownership of assigned accounts and deliver strategic advisory services to clients. Key responsibilities include:

• Leading client onboarding and renewal cycles with precision and proactivity
• Managing key client relationships with HR teams, executive leaders, and vendor partners
• Conducting plan analysis, cost-containment reviews, and benchmarking
• Overseeing system workflows in platforms like Employee Navigator and HubSpot
• Collaborating with internal and external stakeholders to ensure delivery of client goals
• Identifying new opportunities for expanded service offerings

Core Functions

• Serve as a strategic advisor, bringing consultative insight to plan design and performance
• Analyze client data to uncover trends and develop actionable strategies
• Navigate complex benefits issues and drive resolution through critical thinking
• Support compliance with ACA, COBRA, and other regulatory frameworks
• Maintain relationships with carriers and vendors, reviewing and negotiating proposals
• Prepare benefit summaries, client presentations, and recommendations
• Ensure proper documentation in compliance with E&O standards
• Actively participate in client and carrier meetings (virtual and occasional in-person)

What You Bring

Required:

• 5+ years of experience in employee benefits (broker, carrier, or consultancy)
• Advanced understanding of funding structures, especially self-insured plans
• Hands-on expertise with Employee Navigator and benefit system implementation
• Active Life, Health, and Accident license
• Demonstrated ability to resolve issues through root cause analysis and problem-solving

Preferred:

• Familiarity with Applied Epic, HubSpot, FormFire, Zywave, or similar platforms
• Knowledge of payroll systems (e.g., ADP, Paychex)
• Bilingual in English and Spanish
• Project management experience or training

Why Join This Team

This organization prioritizes flexibility, autonomy, and growth. You’ll be joining a team that values:

• Continuous Learning – Stay ahead with training and shared expertise
• Empowered Autonomy – Supportive leadership with room to innovate
• Career Advancement – Opportunities to lead and shape client strategies
• Comprehensive medical, dental, and vision insurance
• Life, disability, and critical illness coverage
• Tools and tech support for your home office

Additional Info

• Full-time, remote position based in Florida
• Occasional travel may be required
• Background checks and assessments may be part of the hiring process
• Commitment to diversity, equity, and inclusion is a core value

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Customer Service

Industries

• Insurance

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