Employee Benefits Account Executive

Acrisure; Tampa (FL); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision insurance

Generous paid time off and holidays

401(k) plan with immediate vesting

Paid maternity and paternity leave

Employee Assistance Program (EAP)

Job summary

A leading fintech company in Tampa is seeking a Senior Employee Benefits Account Executive. This role involves enhancing client relationships and managing employee benefits strategies for large accounts. Ideal candidates will have significant experience in account management, particularly with self-funded plans, and knowledge of benefit laws. The position also requires strong analytical abilities and proficiency in tools like MS Office. Join us to make a positive impact in the communities we serve.

Qualifications

• Self-funded experience is required.
• 4+ years of experience in managing large complex employee benefits accounts.
• Proven knowledge of fundamental benefit laws and regulations.
• Understanding of fundamental benefit laws, regulations, and compliance standards.
• Proficient in MS Office Suite, especially Excel and PowerPoint.
• Ability to calculate customized financial analysis and present an interpretation of the data and its meaning.

Responsibilities

• Oversees client employee benefit experience and service standards.
• Directs and mentors Account Managers and junior staff.
• Develops client renewal strategy and ensures execution.
• Leads marketing efforts with the analytics team.
• Manages Open Enrollment timelines to meet client expectations.
• Stays up to date with industry trends, and compliance deliverables for clients.
• Leads Self-funding marketing alongside data analytics team.
• Responsible for coordinating, presenting renewal details and driving cost containment strategies.
• Manage and oversee the Open Enrollment timeline to ensure that client expectations are met.
• Responsible for rounding out existing client accounts at the time of pre-renewal.

Skills

Client relationship management

Financial analysis

Proficiency in MS Office Suite

Understanding of benefit laws and compliance

Team leadership

Education

State Life and Health Producers license

4+ years of account management experience

Tools

Epic

Employee Navigator

Job description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary

The Sr. Employee Benefits Account Executive is responsible for retaining and expanding client relationships, improving the client experience by demonstrating expertise as a professional insurance advisor, and facilitating the sales cycle of identified opportunities to achieve client goals. The AE champions relationships with existing accounts and supports the acquisition of new clients. They partner with the Account Managers to service as the primary contact for the client for matters related to their financial responsibilities, such as carrier fees, etc.

Responsibilities

• Senior level contact responsible for clients’ employee benefit experience, accountable for developing and executing the benefit strategy and ensuring service standards are met.
• Directs/Mentors/Coaches Account Managers (AM) and junior level support staff, supporting the assigned employee benefit client.
• Acts as an ambassador with vendors and carriers promoting positive working relationships.
• Creates client renewal strategy and ensures that it is successfully executed by the team.
• Directs client benefit communication needs including wellness programs and benefit enrollment.
• Stays up to date with industry trends, and compliance deliverables for clients.
• Leads Self-funding marketing alongside data analytics team.
• Responsible for coordinating, presenting renewal details and driving cost containment strategies.
• Manage and oversee the Open Enrollment timeline to ensure that client expectations are met.
• Responsible for rounding out existing client accounts at the time of pre-renewal.

Requirements

• Self-funded experience is required.
• Epic and Employee Navigator are preferred and/or other agency management systems.
• Proven professional history of success at managing client relationships.
• Possess a proven understanding of fundamental benefit laws, regulations, and compliance standards.
• Proficient in MS Office Suite, especially Excel and PowerPoint.
• Ability to calculate customized financial analysis and present an interpretation of the data and its meaning.

Education and Experience

• 4+ years of account management experience of large complex Employee Benefits experience. (100+ employees).
• State Life and Health Producers license is required.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.