Senior Employee Benefits Account Executive

Brown & Brown, Inc.

Phoenix (AZ)

Hybrid

USD 80,000 - 110,000

Full time

14 days+
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Benefits offered by this job

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Paid Time Off and Holidays

Job summary

Brown & Brown, Inc. is looking for a Senior Employee Benefits Account Executive in Phoenix, AZ. This role involves managing client relationships and ensuring effective onboarding processes. Candidates should have a minimum of 9 years in employee benefits and a robust understanding of compliance and funding mechanisms.

Additional responsibilities include formulating marketing strategies and facilitating client communication while mentoring team members. Candidates must be detail-oriented and possess excellent communication skills.

A competitive benefits package focusing on overall wellness is offered along with opportunities for professional growth.

Qualifications

  • Minimum 9+ years of experience in employee benefits.
  • Proficiency in Microsoft Office programs required.
  • AZ Life and Health License needed.

Responsibilities

  • Manage assigned book of business with high autonomy.
  • Work with producers on new business opportunities.
  • Coordinate with various teams to meet customer deliverables.

Skills

Employee benefits knowledge
Analytical skills
Verbal and written communication
Detail-oriented
Independent working ability

Education

4-year degree or equivalent work experience

Tools

Microsoft Office

Job description

## Senior Employee Benefits Account ExecutiveApplyremote type: Hybrid Workinglocations: Phoenix, AZ, USAtime type: Full timeposted on: Posted Todayjob requisition id: R26\_0000002079Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.**Brown & Brown** is seeking a **Senior Employee Benefits Account Executive** to join our growing team in **Phoenix, AZ!**The primary responsibility of the Senior Employee Benefits Account Executive is to manage their assigned book of business with a high level of independence and autonomy. The Senior Employee Benefits Account Executive will have a comprehensive knowledge base of Employee Benefits, including funding mechanisms, compliance requirements, and benefit trends. The Senior Employee Benefits Account Executive is a coach and mentor for the team and uses discretionary judgment on advanced tasks and special projects that support the success of the Employee Benefits Team and the firm.**How You Will Contribute:*** Work with producers on new business opportunities, including attending initial prospect visits and/or finalist presentations to understand the group's culture and company details and establish a working relationship.* Work with the Account Manager to ensure the group is onboarded in a timely, comprehensive manner that meets customer expectations and B&B’s internal policies and procedures.* Work with Account Manager, Marketing, and Tech teams to provide all customer deliverables (reporting, renewals, benefit guides, marketing strategy, OE materials, contributions strategies, project timelines, technology, and wellness strategies, etc.)* Formulate marketing strategy with the customers and communicate details to the marketing team.* Introduce B&B products or services that further the customer’s benefits goals, grow revenue for B&B, and support retention.* Coordinate with Marketing/Tech team to establish timelines, deliverables, communicate marketing strategy, required carriers, contribution strategies, plan alternates.* Communicate with the Account Manager to establish open enrollment timelines.* Communicate with the Marketing/Finance team around deadlines and go to market.* Act as primary contact for the assigned Account Manager for escalated service and compliance issues* Review all existing plans and accompanying plan documents. Identify gaps in coverage, compliance issues, recommended plan changes or enhancements, etc.* Coordinate compliance review within the first 6 months of a customer relationship and ensure B&B meets any resulting commitments.* Meet with carrier reps, executives, and underwriters to establish relationships, negotiate renewals, understand new products, attend educational and CPE events, etc.* Assist with RFP responses.* Perform quarterly or semi-annual claims/data reviews, along with annual pre-renewal and renewal meetings.* Advise customers on all matters related to their benefits and resolve escalated issues from the internal team.* Deliver, or coordinate coverage for, open enrollment meetings when necessary and assist in all departments with whatever is needed to meet deadlines you have established.* Accountable for ensuring all IO responsibilities are met for their customers.**Licenses & Certifications:*** AZ Life and Health License.**Skills & Experience to be Successful:*** A minimum of a 4-year degree or equivalent work experience is required.* 9+ years of employee benefits experience with a thorough understanding and knowledge of employee benefits.* 4+ years financial experience.* Proficient in Microsoft Office programs* Ability to maintain a high level of confidentiality.* Well-versed with level and self-funded groups* Familiarity with complex benefit issues* Excellent verbal and written communication skills* Strong analytical and critical thinking ability* Ability to work independently.* Detail oriented with excellent organizational skills.#LI-KM1**Teammate Benefits & Total Well-Being**We go beyond standard benefits, focusing on the total well-being of our teammates, including:* *Health Benefits*: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance* *Financial Benefits*: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement* *Mental Health & Wellness*: Free Mental Health & Enhanced Advocacy Services* *Beyond Benefits*: Paid Time Off, Holidays, Preferred Partner Discounts and more.*Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.***The Power To Be Yourself** As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.### WelcomeWe think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.### About UsFounded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.**If you are an existing Brown & Brown teammate, please** **click here** **to apply to a job on our internal career site.**
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