Group Benefits Account Executive

Employee Benefits Account Executive/Consultant Job Description This is a strategic, client-facing role responsible for the comprehensive management, retention, and growth of an existing book of businesses. The position emphasizes strong client relationship management, sophisticated renewal strategy, and compliance oversight, functioning as a hybrid consultant and service liaison between clients and insurance carriers.

Key Areas of Responsibility:

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Client Management & Consulting:

Serve as the primary client contact, cultivating deep, long-term relationships. Responsibilities include resolving complex service escalations (e.g., Claims, billing, eligibility) and identifying opportunities for cross-selling and account growth. • Strategic Renewal Process and year-round support: Own the renewal cycle for group health, life, disability and ancillary plans. This involves data analysis, financial modeling, and carrier negotiation when needed by brokers. Manage new hire enrollments and terminations. •

Financial & Performance Analysis:

Utilize financial and utilization data (claims history, benchmarks, plan metrics) to provide strategic, data-driven advice and actionable insights regarding benefit program performance. Liaison with broker for collaboration. •

Regulatory Compliance & Education:

Ensure client adherence to critical benefit compliance regulations, including COBRA, ERISA, ACA, SPD, Sec 125 and 5500 filing and relevant state and federal mandates, providing necessary education. Assist clients with these filings as needed. •

Benefit Communication & Enrollment:

Organize and lead open enrollment meetings when needed, develop employee-facing communication materials, and create comprehensive benefit guides. •

Agency System Administration:

Maintain high standards of data accuracy for client documentation within agency management platforms, such as AMS360 and BenefitPoint, Company CRM. Have a strong knowledge and understanding of Employee Navigator and how it works to serve our clients better. Required Qualifications & Skills •

Licensing :

Active Florida Life & Health Insurance License and (Or ability to obtain within120 Days. •

Experience:

Requires 3+ years of experience in employee benefits administration or

GROUP INSURANCE

account management. •

Technical Skills:

Proficiency in Microsoft Office (Word, Excel, PowerPoint) and experience with agency management systems (e.g., BenefitPoint, AMS360, Employee Navigator). •

Soft Skills:

Exceptional customer service, strong negotiation skills, and high-level interpersonal communication skills. •

INDIVIDUAL SHOULD BE GOAL

ORIENTED, possess strong self-starting ability, and excel at working without constant supervision. Typical Working Conditions & Perks

WORK MAY BE DONE FROM YOUR HOME OFFICE OR AT OUR COMPANY OFFICES AT YOUR CHOOSING

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Travel:

Position may require periodic local travel for client meetings. •

Benefits:

Competitive compensation; including health benefits, generous PTO, and supportive team environment.

Pay:

$55,000.00 - $65,000.00 per year

Benefits:

Flexible schedule Health insurance Paid time off Work from home Application Question(s): Do you reside and live in the state of Florida? Are you self motivated and able to work without supervision a full 40 hours a week?

Experience:

Group Benefits Account Executive:

3 years (Required)

License/Certification:

Florida 2-15 health license or ability to obtain in 120 days (Required)

Work Location:

Hybrid remote in Umatilla, FL 32784