Senior Account Executive

3 weeks ago

Fort Lauderdale, United States Brown & Brown Full time

Built 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 looking for a Senior Account Executive (Large Group) - Hybrid Work Schedule to join our Employee Benefits team in Fort Lauderdale, Florida.

The Senior Account Executive maintains and strengthen business relationships with an assigned group of clients. The individual will work closely with Producers, Marketing Reps, Customer Service Reps, and other Brown & Brown staff to service clients, grow the business, and support the implementation and renewal of health and welfare programs.

WHAT YOU"LL DO:

  • Ensure overall client satisfaction by proactively managing and anticipating the day to day needs of clients, through regular communication via phone, technology, and in-person visits.
  • Establish a Client Service Plan with each client based on mutual goals and objectives and maintain a monthly progress report of Service Plan activities for management review.
  • Maintain a client renewal calendar and proactively manage the timeline for renewal activity, presentation and plan implementation as set by company policy as well as vendor deadlines
  • Develop and maintain solid relationships with vendors, carriers, and teammates
  • Manage implementation of all carrier or plan changes including verifying plan benefits sold, rates, proper paperwork submission, and coverage verification.
  • Support clients in attaining compliance with governmental requirements by staying informed of new legislation and participating in available training.
  • Work with clients and teammates to resolve all service issues through to completion as well as document all client contact and inquiries.
  • Review and analyze policies, benefit summaries, SPD's, forms and rates for accuracy.
  • Work with Producer and Marketing Rep to develop renewal proposals, including creating and comparing spreadsheets.
  • Oversee coordination of client service initiatives including but not limited to online enrollment systems, health fairs, wellness initiatives, website tools, member surveys, open enrollment materials and meeting schedules, etc.
WHAT YOU"LL NEED:
  • 5+ years' experience in account management large group/service/consultation of employee benefits in an agency, insurance carrier, PEO or similar
  • Experience servicing and renewing employer clients with employees ranging in number from 250-1500+ (large group)
  • Demonstrated proficiency in all areas of employee benefits (CEBS certification a plus)
  • Experience working with Self-Insured accounts a PLUS
  • Florida 2-15 Life & Health License highly preferred (or obtain within 60 days of hire)
  • Working knowledge of Affordable Care Act, 5500, SPD, Medicare Part D, HIPAA and other compliance areas
  • Strong customer service mindset and focus
  • Ability to communicate effectively
  • Ability to work in fast paced office environment and multi-task
  • Meticulous attention to detail
  • Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
  • Must conduct yourself with high ethical principles at all times
  • Bachelor's Degree highly preferred
  • Knowledge of AMS360 agency management software a PLUS
WHAT WE OFFER:
  • Base salary + commission
  • Unlimited earning potential
  • Excellent growth and advancement opportunities
  • Discretionary Time Off (DTO)
  • Team Hybrid Schedule
  • Generous benefits package: health, dental, vision, 401(k), etc.
  • Employee Stock Purchase Plan


We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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