Employee Benefits Strategy Lead

001 Brown & Brown, Inc; Dedham (MA); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Health Benefits

401k Plan

Student Loan Assistance

Tuition Reimbursement

Mental Health Support

Job summary

Brown & Brown in Dedham, MA is seeking an Employee Benefits Account Executive to manage a portfolio of employee benefits clients and serve as the primary day-to-day contact for ongoing service needs. This role leverages technical expertise to retain existing clients, oversees marketing and renewal activities, and partners with the Team Lead to support clients’ financial consulting requirements.

Through data-driven insights, this position enhances service delivery and supports client success.

Qualifications

• Minimum 4-year degree or equivalent work experience.
• Proficient with MS Office Suite and office equipment.
• Exceptional telephone demeanor and ability to maintain confidentiality.
• 4+ years employee benefits experience with strong knowledge of the field.
• 1+ years financial experience.
• Strong technical knowledge of employee benefits industry.

Responsibilities

• Proactively develop and execute client benefit program strategy.
• Lead client meetings as appropriate.
• Manage onboarding of new clients.
• Maintain strong product and industry knowledge.
• Develop and sustain relationships with vendors.
• Travel as required.
• Guide and provide insight on team tasks, training, and onboarding.
• Maintain awareness of opportunities for client revenue enhancement.
• Prepare and audit client benefit statements.

Skills

Employee benefits

Financial analysis

Client relationship management

MS Office proficiency

Excellent communication

Confidentiality

Travel

Education

Bachelor's degree or equivalent work experience

Tools

MS Office Suite

Job description

Brown & Brown in Dedham, MA is seeking an Employee Benefits Account Executive to manage a portfolio of employee benefits clients and serve as the primary day-to-day contact for ongoing service needs. This role leverages technical expertise to retain existing clients, oversees marketing and renewal activities, and partners with the Team Lead to support clients’ financial consulting requirements.

Through data-driven insights, this position enhances service delivery and supports client success.