Employee Benefits Account Executive — Client Partnerships & Renewals

M.E. Wilson Company; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Employer-Sponsored Life Insurance

Disability Insurance (Long/Short Term)

401(k) with Company Match

Paid Time Off (Generous)

Professional development opportunities

Job summary

M.E. Wilson Company is seeking an Account Executive in our Employee Benefits Department in Tampa, FL. You will oversee client onboarding, renewals, and enrollment meetings, while coordinating with our Producers and carriers to optimize coverage and plan design.

Key responsibilities include preparing client materials, benchmarking, and presenting renewal recommendations. This role requires strong organization, communication, and travel up to 20% for client meetings to ensure top-tier service.

Qualifications

• Bachelor's degree preferred.
• 2-15 state insurance license as required by the State Department of Insurance.
• 3-5 years of industry or account management experience.
• Advanced knowledge of Microsoft 365 Suite.
• Strong presentation skills, both verbal and written.
• Ability to travel up to 20% for client meetings.

Responsibilities

• Manages client onboarding and renewals across all lines of coverage.
• Presents client materials, rate renewals, and plan design alternatives.
• Resolves claims, policy service, and billing issues; informs the Producer of escalations.
• Prepares RFPs and markets for new business in coordination with the Producer.
• Manages all policy aspects of assigned accounts.
• Communicates expectations clearly to clients and internal teams.
• Maintains accuracy and timeliness in client interactions.
• Conducts enrollment meetings as needed with prepared materials.

Skills

Presentation skills

Microsoft 365

Client communication

Travel readiness

Education

Bachelor's degree preferred

Insurance license (state)

Tools

Microsoft 365 Suite

Job description

M.E. Wilson Company is seeking an Account Executive in our Employee Benefits Department in Tampa, FL. You will oversee client onboarding, renewals, and enrollment meetings, while coordinating with our Producers and carriers to optimize coverage and plan design.

Key responsibilities include preparing client materials, benchmarking, and presenting renewal recommendations. This role requires strong organization, communication, and travel up to 20% for client meetings to ensure top-tier service.