Employee Benefits Account Executive

Frey Consulting Group; Tampa (FL); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a skilled Employee Benefits Account Executive to enhance client relationships and provide exceptional service. In this dynamic role, you will manage client partnerships, ensuring their needs are met with efficiency and professionalism. You will prepare and present critical client-facing materials, oversee policy aspects, and maintain proactive communication with clients and insurance partners. The company values employee well-being and offers a comprehensive benefits package, professional growth opportunities, and a flexible work environment. If you are passionate about delivering top-notch service and thrive in a collaborative atmosphere, this is the perfect opportunity for you.

Benefits

Comprehensive Health Benefits

Dental Coverage

Vision Coverage

Flexible Work Arrangements

Professional Development Opportunities

Mentorship Programs

Work-Life Balance

Qualifications

• Valid 2-15 state insurance license required.
• Bachelor’s degree preferred with 5+ years of related experience.

Responsibilities

• Manage client relationships and deliver key client materials.
• Prepare and present client-facing materials and reports.
• Ensure accuracy and thoroughness in client interactions.

Skills

Client Relationship Management

Presentation Skills

Organizational Skills

Communication Skills

Attention to Detail

Education

Bachelor’s Degree

2-15 State Insurance License

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Microsoft Publisher

Job description

Harrison Gray Search has partnered with a prominent insurance agency to assist in finding a skilled Employee Benefits Account Executive. Our client is one of the longest-standing brokerages in all of Florida and has a remarkable employee-focused culture.

Title: Employee Benefits Account Executive

Department: Employee Benefits | Reporting Manager: Director of Employee Benefits Operations | FLSA Status: Exempt

Location: Tampa (hybrid office scenario)

Position Summary: The Employee Benefits Account Executive is responsible for managing client relationships, ensuring their needs are met efficiently and effectively. This role organizes and delivers key client materials such as monthly data, renewal details, and explores alternative coverage options to provide clients with the best possible solutions.

Key Responsibilities:

1. Manage the client partnership calendar, including onboarding new clients, handling renewals, processing compliance alerts and updates, filing 5500s, managing plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies), and overseeing Open Enrollment preparation and execution.
2. Fluency with self-insured clientele.
3. Prepare and present client-facing materials, including claim experience reports, benchmarking, rate renewals, plan design alternatives, contribution modeling, and renewal recommendations.
4. Oversee all policy aspects of assigned accounts.
5. Maintain regular, professional, and proactive communication with clients, setting clear expectations and managing ongoing needs.
6. Ensure accuracy, timeliness, and thoroughness when interacting with clients, insurance partners, and internal teams, utilizing strong organizational skills and attention to detail.
7. Address client inquiries by working with insurance carriers or internal teams to resolve issues efficiently.
8. Conduct enrollment meetings with prepared materials as needed.
9. Review existing lines of business to assess potential additions, seeking proposals from carriers that best meet client needs.
10. Establish and maintain strong relationships with clients and insurance carriers/vendors.

Desired Education, Skills, and Experience:

1. Hold a valid 2-15 state insurance license, as required by the State Department of Insurance.
2. Bachelor’s degree preferred, with 5+ years of related experience.
3. Intermediate to advanced proficiency in Microsoft Word, Excel, Publisher, Outlook, and PowerPoint, with the ability to learn additional software systems as needed.
4. Strong presentation skills with clear verbal and written communication.

Other:

1. Travel: Intermittent, up to 20% for client meetings.
2. Comprehensive Benefits: Employees enjoy a full suite of health and wellness benefits, including medical, dental, and vision coverage, ensuring their well-being is prioritized.
3. Professional Growth: The company supports career advancement with opportunities for skill development, ongoing training, and mentorship, helping employees reach their professional goals.
4. Work-Life Balance: With flexible work arrangements and intermittent travel, employees have the opportunity to maintain a healthy balance between their personal and professional lives.