Employee Benefits Account Executive - Client Services

Hatcher Insurance; Orlando (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Hatcher Insurance is seeking an Account Executive for Employee Benefits in Orlando, FL. This role delivers exceptional client service and operational support to EB clients, coordinating carrier activities, renewals, and accurate administration of benefit programs.

You will work with Producers, carriers, and internal partners, focusing on service excellence and growth through proactive account management. The position emphasizes hands-on execution, implementation, enrollment, and communications,

Qualifications

• 3+ years of experience in Employee Benefits account management, insurance, risk management, client service, or financial services.
• Active 2-15 Life and Health License.
• Experience supporting medical, dental, vision, life, disability, voluntary benefits, and compliance activities.
• Strong organizational, analytical, and problem-solving skills.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively.

Responsibilities

• Serve as the primary day-to-day contact for an assigned Employee Benefits book of business.
• Build trusted relationships with clients, benefits administrators, carriers, Producers, and internal stakeholders.
• Research and resolve client service issues while coordinating timely solutions.
• Escalate complex service matters appropriately and maintain confidentiality of client information.
• Direct implementation, enrollment, and communication processes.
• Coordinate billing, eligibility, enrollment, claims, and carrier-related activities.
• Support implementation of new benefit plans, carrier transitions, and coverage changes.
• Maintain complete and accurate account documentation within the agency management system.
• Ensure adherence to Errors & Omissions requirements and record retention standards.
• Maintain accurate client records and account information.
• Plan and prioritize workload to meet service standards and renewal timelines.
• Prepare and proof employee communication materials including benefit guides, brochures, and flyers.
• Review contracts and benefit materials for accuracy and coordinate corrections.
• Partner with Producers, carriers, and internal teams to coordinate service delivery.
• Participate in renewal strategy meetings and implementation activities.
• Support clients with Schedule A requests, Form 5500 preparation, and required benefit communications.
• Prepare and facilitate open enrollment meetings and employee education sessions.
• Support new client onboarding and benefit program changes.
• Assist with carrier transitions and evolving compliance requirements.
• Contribute to scalable service processes that improve client experience.
• Track compliance requirements including PCORI, RxDC, Medicare Part D notices, WRAP, POP, ERISA, and annual notices.
• Identify opportunities to improve workflows and service efficiency.
• Maintain current knowledge of employee benefits trends and best practices.
• Contribute employee benefits expertise and service best practices across the organization.
• Support development of documentation, communication materials, and repeatable service processes.
• Partner with peers and leadership to ensure consistent client experience and compliance support.

Tools

Microsoft Excel

Job description

Hatcher Insurance is seeking an Account Executive for Employee Benefits in Orlando, FL. This role delivers exceptional client service and operational support to EB clients, coordinating carrier activities, renewals, and accurate administration of benefit programs.

You will work with Producers, carriers, and internal partners, focusing on service excellence and growth through proactive account management. The position emphasizes hands-on execution, implementation, enrollment, and communications,