Senior Employee Benefits Account Executive
Job Description
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 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.
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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”.