Employee Benefits Account Executive

M.E. Wilson Company; Tampa (FL); On-site; USD 60,000; Full time

Job summary

A leading company in the insurance industry is seeking an Account Executive in Tampa to join their Employee Benefits Department. This role focuses on managing client relationships and ensuring effective plan administration, making experience in employee benefits and excellent communication skills crucial. Opportunity to thrive in a supportive environment that values work-life balance, offering competitive compensation and benefits.

Benefits

Medical, Dental, and Vision Insurance

Employer-Sponsored Life Insurance

401(k) with Company Match

Generous Paid Time Off (Starts at 4 Weeks)

Additional Volunteer PTO

Qualifications

• Proven track record in managing client relationships.
• Experience in employee benefits.
• Ability to manage multiple tasks and prioritize effectively.

Responsibilities

• Manage client partnership calendar and ensure plan documentation is accurate.
• Assist in Open Enrollment preparation and execution.
• Prepare and present client-facing materials for renewals.

Skills

Strong verbal communication

Strong written communication

Excellent organizational skills

Attention to detail

Customer service mindset

Education

2-15 state insurance license

5+ years of experience in employee benefits

Tools

Microsoft Office Suite

Job description

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Experienced HR and Culture Professional | Proven Track Record in Talent Acquisition, Employee Relations & Payroll Management | Champion of Inclusive…

Summary:

We are seeking a proactive and client-focused Account Executive to join our Employee Benefits Department. This role is responsible for managing client relationships, ensuring smooth benefit plan administration, and assisting with renewals, compliance, and open enrollment processes. The ideal candidate will have experience in employee benefits, strong organizational skills, and the ability to provide excellent service to our clients.

Duties/Responsibilities:

• Manage client partnership calendar, including onboarding, renewals, compliance alerts, 5500 filings, and plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.).
• Assist in Open Enrollment preparation and execution.
• Prepare and present client-facing materials, including claim experience, benchmarking, rate renewals, plan design alternatives, contribution modeling, and renewal recommendations.
• Maintain all policy aspects of assigned accounts.
• Communicate clear expectations to clients professionally and proactively.
• Ensure accuracy and timeliness when interacting with clients, internal teams, and insurance carriers.
• Manage client inquiries and work with insurance carriers to resolve issues.
• Conduct enrollment meetings as needed with prepared materials.
• Assess existing lines of business to determine if additional coverage should be added and seek proposals from carriers accordingly.
• Develop strong relationships with clients, insurance carriers, and vendors.

Required Skills/Abilities:

• Strong verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, Publisher, Outlook, PowerPoint) and ability to learn additional software systems.
• Ability to manage multiple tasks and prioritize effectively.
• Strong customer service mindset with a problem-solving approach.

Education and Experience:

• 2-15 state insurance license required (or ability to obtain within an agreed-upon timeframe).
• 5+ years of experience in employee benefits or related field.

Additional Requirements:

• Ability to travel up to 20% for client meetings.

We value our employees and are committed to providing a comprehensive benefits package that supports your well-being and work-life balance, here’s what we offer:

• Medical, Dental, and Vision Insurance
• Employer-Sponsored Life Insurance
• Long-Term Disability & Employer Sponsored Short-Term
• 401(k) with Company Match

Work-Life Balance

• Generous Paid Time Off (Starts at 4 Weeks)
• Additional Volunteer PTO to Give Back to Your Community

EEOC Statement:

M.E. Wilson is an equal employment opportunity firm and complies with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin, disability, military status, marital status, and any other category protected by law. We are committed to fostering an inclusive and diverse work environment where all employees have equal opportunities for growth and success.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

• Industries

  Insurance

Referrals increase your chances of interviewing at M.E. Wilson Company by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

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