Employee Benefits Account Executive

Account Executive – Orlando

Position: Full-Time, Exempt

Location: In Office, Frequent Travel Required

What You’ll Do:

As an Account Executive, you will support and deliver best-in-class solutions to a portfolio of accounts, principally in the Orlando and Pensacola regions. The position has accountability for interacting day-to-day with our clients, prospective clients, carriers/TPA’s and General Agents, with responsibility to consistently communicate and deliver our value proposition for driving client satisfaction, retention, and growth opportunities.

The position is an in-office opportunity requiring regular travel to the Florida Panhandle area, including multi-day trips and overnight stays.

Responsibilities:

·      Relationship Management

o  Support producers and the marketing/sales team to close and onboard new clients

o  Build and maintain client relationships by understanding needs, objectives, and challenges

o  Strengthen client relationships to drive retention, cross-sales, and referrals

·      Client execution & visibility

o  Develop and execute annual planning, renewal, compliance, and service calendars

o  Communicate proactively, prepare thoroughly, and present solutions to C-suite and HR leaders

o  Conduct on-site meetings to increase engagement, retention, referrals, and growth

·      Operational excellence

o  Deliver on commitments with clear, timely communication to build trust and loyaly

o  Utilize benefits administration technology to reduce HR and payroll workload

·      Technical/compliance expertise

o  Oversee compliance requirements including ERISA, COBRA, FMLA, Form 5500, Healthcare Reform, and Section 125 plan regulations for health and welfare plan sponsors

o  Leverage benefits administration technology and resources to reduce HR and payroll workload

·      Culture & expectations

o  Uphold core values, embrace innovation, and drive continuous improvement and growth.

Licenses & Qualifications:

• Active 2-15 Health & Life License in good standing
• 2–4 years of experience in employee benefits or a related field
• Strong knowledge of group health, dental, vision, life, disability, and ancillary benefits
• Advanced proficiency in Microsoft Office, especially Excel and PowerPoint
• Familiarity with benefits administration platforms (e.g., Employee Navigator, Ease) and payroll systems
• Experience with agency management systems (e.g., BenefitZone, Applied EPIC)
• Strong organizational skills with the ability to manage a travel-based role
• Ability to work independently and manage workflow effectively
• Proactive, forward-thinking mindset with the ability to anticipate needs, initiate projects, and identify opportunities in a fast-paced environment

Compensation And Benefits: 

RANGE: $55K -$65K (with an incentive program for Service Team members)

Benefits: 

-       Medical

-       Dental

-       Vision

-       Short-Term Disability

-       Life/ADD

-       Worksite

-       Retirement

-       Teladoc

-       AAA

-       Mileage Reimbursement